We’re hiring: Financial Planning Associate / Client Service Associate

Are you a detail-oriented financial professional looking to sharpen your planning expertise and step onto a direct track toward becoming a full Financial Planner? We are recruiting for a top-tier Vancouver based firm who is seeking an ambitious Financial Planning Associate to drive client plan creation, insurance implementation, and practice operations.

The Opportunity

- Direct Growth Path: Hands-on exposure to full-suite financial, investment, estate, and insurance planning designed to build your core competencies for a future Planner role.
- Client Impact: Direct involvement in case preparation, underwriting coordination, and client relationship management.

What You’ll Do

- Plan Development: Build and update comprehensive financial, retirement, tax, and estate plans.
- Insurance Operations: Research quotes,



prepare suitability letters, manage underwriting requirements, and coordinate current business with carriers.
- Client & Practice Management: Handle client inquiries, update CRM systems, streamline SOPs, and support marketing opportunities.

What You Bring

- LLQP Certification (Active or ability to obtain prior to start date).
- 3+ years of financial planning or financial services experience
- Language Skills: Fluent English required; proficiency in Mandarin or Cantonese is strongly preferred.
- Deep understanding of insurance, segregated funds, and wealth management compliance.

Interested in exploring this role? Send your resume via to David Corsini, Principal - Hunter Mercantile

📌 Client Services Associate (British Columbia)
🏢 Hunter Mercantile
📍 British Columbia