Launch Your Financial Planning Career – Advisor Assistant (Oakville)
Are you a recent graduate of a Financial Planning program with both your Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) completed?
Do you thrive in a fast-paced setting and have a genuine passion for helping others achieve their financial goals?
If so, we want to hear from you!
A well-established financial advisor in Oakville is looking for a bright, motivated Advisor Assistant to join their team. This is a fantastic opportunity to learn directly from an experienced advisor, support a growing client base, and build a robust foundation for a rewarding career in financial services.
What You’ll Do:
Support client onboarding, maintain accurate records, and assist with financial analysis
Prepare client presentations, reports,
and planning documents
Help develop and implement tailored financial plans
Stay current on market and industry trends
Deliver outstanding service to clients
What We’re Looking For:
A recent graduate of a Financial Planning program
Completion of both the CSC and CPH
Strong analytical and organizational skills
Excellent verbal and written communication
A passion for financial planning and client service
Eagerness to learn and grow within a agile team environment
If you're ready to take the first step in your financial services career, apply now and start building your future with confidence.