Build a Career in Financial Planning

Innova Wealth Partners is looking for an exceptionally organized, proactive and capable individual to join our team as an Advisor Support & Client Service Associate.

This is not a traditional administrative assistant position.

The successful candidate will work closely with one or more Financial Advisors and become an important part of how we deliver an exceptional client experience. Your role will be to help keep advisors, clients and planning work organized, moving forward and consistently followed through to completion.

For the right person, this is also an opportunity to learn virtually every aspect of the financial planning profession.

Over three to five years, we expect this role could provide a strong foundation for several career paths within Innova, including becoming a Financial Advisor, Associate Financial Planner, Paraplanner, Investment Processing Specialist, Insurance Processing Specialist, or moving into other areas of our growing organization.

What You'll Do

Your responsibilities will include:

- Proactively managing and organizing advisor inboxes
- Reviewing incoming emails and identifying priorities, deadlines and urgent client matters
- Drafting routine responses and client follow-ups
- Following up on outstanding items until they are completed
- Booking and coordinating client meetings
- Managing advisor calendars and helping protect time for important priorities
- Preparing documents, reports and materials for client meetings
- Ensuring advisors are properly prepared before meetings
- Tracking recurring tasks, commitments and client follow-ups
- Closing loops on outstanding client requests
- Updating client information and maintaining accurate CRM records
- Assisting with financial planning data entry and plan updates
- Learning to update financial plans independently over time
- Coordinating with our investment, insurance and financial planning teams
- Assisting with investment and insurance documentation
- Occasionally participating in client meetings
- Identifying opportunities to improve workflows, processes and the client experience

As your knowledge and capabilities grow, so will the scope of the role.

What Success Looks Like

The most important measure of success is simple:





Very few things fall through the cracks.

You are someone advisors can rely on to remember commitments, recognize what needs attention, follow up without being asked, and ensure that important work gets completed.

You will help create structure around busy professionals and complex client relationships.

Who We're Looking For

You may be a solid fit if you are:

- Exceptionally organized
- Highly dependable and detail-oriented
- Comfortable working independently
- Proactive rather than reactive
- Confident using technology and learning new systems
- Analytical and comfortable working with numbers
- Able to exercise good judgement
- Comfortable prioritizing multiple competing demands
- Naturally inclined to follow up and finish what you start
- Process-oriented and comfortable working within structured systems
- Professional and comfortable communicating with clients
- Curious and interested in learning

We are particularly interested in people who notice what needs to be done and take ownership of it.

Education & Experience

A university degree or college diploma is preferred.

Previous experience in financial services, banking, investments, insurance, accounting, administration or professional services would be an asset, but is not required.

Experience with any of the following would also be beneficial:

- Financial planning software
- CRM systems
- Microsoft 365
- Investment accounts
- Insurance
- Tax planning
- Estate planning
- Financial planning
- Client service in a professional environment

Financial industry designations are not required.

Where This Role Can Lead

We want ambitious people to be able to build careers at Innova.

Depending on your interests and abilities, this position can provide a pathway toward roles such as:

- Associate Financial Planner
- Financial Advisor
- Paraplanner
- Investment Processing Specialist




- Insurance Processing Specialist
- Client Service or Operations leadership

Employees interested in pursuing industry education and professional designations will be encouraged to do so.

About Innova Wealth Partners

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 straightforward: 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 excellent financial advice requires a great team behind it.

We’ve built Innova to feel different from a traditional financial institution: team-oriented, 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 strong person to grow alongside us.

If you are highly organized, ambitious and interested in developing a career in financial planning, we would like to hear from you.

What We Offer

- Employer-paid professional education, designations, and licensing
- Employer pension matching
- Paid Personal Care Time
- Opportunities to grow into broader responsibilities within wealth management and insurance.
- Annual performance bonus and compensation review

Pay: $50,000.00-$75,000.00 per year

Benefits:

- Company events
- Paid time off
- RRSP match
- Wellness program

Work Location: In person

📌 Advisor Support & Client Service Associate (Canada)
🏢 Innova Wealth Partners
📍 Canada