Approximately $80,000–$110,000, depending on experience, credentials and capabilities Employment Type: Full-time, In office 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. Preparing for client review and financial planning meetings Reviewing client files in advance and identifying outstanding planning issues Updating financial plans and financial projections 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 Coordinating implementation following client meetings Drafting client correspondence and planning follow-ups Helping manage advisor inboxes,



schedules and workflow when required Coordinating with our investment and insurance teams Monitoring recurring client planning needs and deadlines Identifying opportunities to improve planning processes and the client experience Success in this role means helping advisors deliver consistently excellent advice while ensuring that execution is just as strong as the planning itself.

Prepare thoughtful analysis Over time, we expect you to become increasingly independent and capable of managing substantial portions of the financial planning process. Motivated by continuous improvement Interested in comprehensive financial planning rather than simply investment administration Experience in financial planning, wealth management, banking, accounting, investments or insurance would be beneficial. Financial planning software experienceExperience working with incorporated professionals or business owners Compensation will reflect the candidate's experience, qualifications and ability to independently contribute to the planning process.

Paraplanner

Portfolio or investment-related roles Insurance planning Specialized financial planning 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. Our culture emphasizes service, trust, innovation, continuous improvement and personal ownership.

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

Paid Personal Care Time

Annual performance bonus and compensation review #

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