Compensation: Approximately $80,000–$110,000, depending on experience, credentials and capabilities Employment Type: Full-time, On-SiteTake the Next Step in Your Financial Planning CareerInnova 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 DoYour responsibilities may include:Preparing for client review and financial planning meetingsReviewing client files in advance and identifying outstanding planning issuesUpdating financial plans and financial projectionsMaintaining accurate client financial informationGathering and organizing information related to investments, pensions, insurance, corporations, taxation and estate planningAssisting with retirement income projectionsAssisting with registered account, corporate and estate planning analysisPreparing meeting documents, reports and presentationsDocumenting decisions, recommendations and follow-up itemsCoordinating implementation following client meetingsProactively following up on outstanding client itemsDrafting client correspondence and planning follow-upsHelping manage advisor inboxes, schedules and workflow when requiredCoordinating with our investment and insurance teamsWorking with accountants,



lawyers and other outside professionals where appropriateMonitoring recurring client planning needs and deadlinesIdentifying opportunities to improve planning processes and the client experienceThe exact responsibilities will depend on your experience and credentials.What Success Looks LikeSuccess in this role means helping advisors deliver consistently excellent advice while ensuring that execution is just as solid as the planning itself.You will become someone the advisory team can rely on to:Understand the client's overall financial pictureAnticipate what needs to happen nextIdentify missing informationPrepare thoughtful analysisFollow through on commitmentsKeep complex client situations organizedMake sure very few things fall through the cracksOver time, we expect you to become increasingly independent and capable of managing substantial portions of the financial planning process.Who We're Looking ForThe strongest candidates will be:Highly organized and process-orientedAnalyticalComfortable working with detailed financial informationProactiveTechnologically capableCurious and eager to learnComfortable exercising professional judgementAble to manage multiple client files and competing prioritiesMotivated by continuous improvementInterested in comprehensive financial planning rather than simply investment administrationEducation, Experience & CredentialsA 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 designationCanadian Securities CourseFinancial planning software experienceExperience working with incorporated professionals or business ownersA 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:ParaplannerPortfolio or investment-related rolesInsurance planningSpecialized financial planningLeadership opportunities within InnovaOur 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 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 great 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 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 OfferEmployer-paid professional education, designations, and licensingPaid Personal Care TimeOpportunities to grow into broader responsibilities within wealth management and insurance.Annual performance bonus and compensation review

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