Work with a reputable wealth management firm in Oakville as a Financial Planning Associate, specializing in high-net-worth client service. This role is designed for someone detail-oriented and eager to support financial planning and insurance processes.You will play a vital role in developing financial plans, assisting in follow-up activities, and collaborating with advisors to ensure clients receive excellent service. This position demands robust analytical skills and a passion for client-focused financial solutions, making it perfect for those with experience in financial services.Key Responsibilities:
Assist in developing customized financial planning recommendations
Conduct plan reviews to keep client information current
Coordinate with banks and insurance carriers for client objectives




Prepare documentation for client meetings and discussions
Ensure proactive communication with clients throughout the processRequirements:
CFP designation or in pursuit of a financial planning credential
3+ years in wealth management or financial services
2+ years working with private clients
Solid understanding of financial concepts and compliance
Highly organized with excellent attention to detailContribute to impactful financial planning while serving affluent clients in a cooperative team at our Oakville firm.#J-18808-Ljbffr

📌 Client Focused Financial Planning Associate Oakville (Canada)
🏢 The Vantage Talent Group
📍 Canada