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 solid 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 process

Requirements:
CFP designation or in pursuit of a financial planning credential
3+ years in wealth management or financial services
2+ years working with private clients
Robust understanding of financial concepts and compliance
Highly organized with excellent attention to detail

Contribute to impactful financial planning while serving affluent clients in a cooperative team at our Oakville firm.

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