Compensation: Approximately $80,000–$110,000, depending on experience, credentials and capabilities Employment Type: Full-time, On-Site

Take the Next Step in Your Financial Planning Career
Innova Wealth Partners is looking for an Associate Financial Planner to work alongside our Financial Advisors in delivering comprehensive advice and an exceptional client experience.

This position is designed for someone who already has financial planning experience, industry education or professional credentials and wants to substantially deepen their capabilities.

You will work closely with one or more advisors across the entire client relationship, helping prepare for meetings, update financial plans, identify planning issues, coordinate implementation and ensure recommendations and commitments are followed through to completion.

Depending on your experience, you may also attend client meetings and progressively take on greater responsibility for financial planning and client relationships.

For someone who ultimately wants to become a Financial Advisor or Financial Planner, this can be an exceptional three-to-five-year development opportunity.

What You’ll Do
Your responsibilities may include:

Preparing for client review and financial planning meetings

Reviewing client files in advance and identifying outstanding planning issues

Updating financial plans and financial projections

Maintaining accurate client financial information

Gathering and organizing information related to investments, pensions, insurance, corporations, taxation and estate planning

Assisting with retirement income projections

Assisting with registered account, corporate and estate planning analysis

Preparing meeting documents, reports and presentations

Documenting decisions, recommendations and follow-up items

Coordinating implementation following client meetings

Proactively following up on outstanding client items

Drafting client correspondence and planning follow-ups

Helping manage advisor inboxes, schedules and workflow when required

Coordinating with our investment and insurance teams

Working with accountants, lawyers and other outside professionals where appropriate

Monitoring recurring client planning needs and deadlines

Identifying opportunities to improve planning processes and the client experience





The exact responsibilities will depend on your experience and credentials.

What Success Looks Like
Success in this role means helping advisors deliver consistently excellent advice while ensuring that execution is just as strong as the planning itself.

You will become someone the advisory team can rely on to:

Understand the client's overall financial picture

Anticipate what needs to happen next

Identify missing information

Prepare thoughtful analysis

Follow through on commitments

Keep complex client situations organized

Make sure very few things fall through the cracks

Over time, we expect you to become increasingly independent and capable of managing substantial portions of the financial planning process.

Who We're Looking For
The strongest candidates will be:

Highly organized and process-oriented

Analytical

Comfortable working with detailed financial information

Proactive

Technologically capable

Curious and eager to learn

Comfortable exercising professional judgement

Able to manage multiple client files and competing priorities

Motivated by continuous improvement

Interested in comprehensive financial planning rather than simply investment administration

Education, Experience & Credentials
A university degree or college diploma is preferred.

Experience in financial planning, wealth management, banking, accounting, investments or insurance would be beneficial.

Candidates with any of the following are particularly encouraged to apply:

Progress toward the CFP designation

Canadian Securities Course

Financial planning software experienceExperience working with incorporated professionals or business owners

A CFP or QAFP designation is not required .

Compensation will reflect the candidate's experience, qualifications and ability to independently contribute to the planning process. A highly experienced CFP or similarly qualified candidate may be compensated toward the upper end of the range.





This role can develop in several directions depending on the individual's strengths and career goals.

Potential career paths include:

Paraplanner

Portfolio or investment-related roles

Insurance planning

Specialized financial planning

Leadership opportunities within Innova

Our goal is to give talented people meaningful exposure to the different disciplines involved in managing complex client relationships and allow them to develop into the areas where they are strongest.

At Innova Wealth Partners, our mission is to provide clients with financial peace of mind through best-in-class service, strong relationships, specialized products and comprehensive financial planning.

Our clients often have complex financial circumstances involving investments, corporations, insurance, taxation, retirement and estate planning. Providing great advice requires a collaborative team and strong execution behind the scenes.

Our culture emphasizes service, trust, innovation, continuous improvement and personal ownership.

Our goal is simple: to provide our clients with financial peace of mind.

We do that by bringing together financial planning, investment management, tax expertise, strong relationships, and a team that genuinely cares about delivering exceptional service. We believe great financial advice requires a great team behind it.

We’ve built Innova to feel different from a traditional financial institution: collaborative, entrepreneurial, client-focused, and always looking for a better way to work.

Our team is encouraged to ask questions, challenge inefficient processes, learn new skills, and take ownership of their work. We are also actively investing in technology and AI-enabled tools to improve both the client experience and the way our team operates.

As Innova continues to grow, we are looking for another solid person to grow alongside us.

If you want to build a meaningful career in financial planning and learn by working closely with experienced advisors and complex client situations, we would like to hear from you.

What We Offer

Employer-paid professional education, designations, and licensing

Paid Personal Care Time

Opportunities to grow into broader responsibilities within wealth management and insurance.

Annual performance bonus and compensation review

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📌 Associate Financial Planner (Ontario)
🏢 Innova Wealth Partners
📍 Ontario