Job Responsibility:

About Us: We are seeking a highly organized and proactive Associate Financial Planner to join our dynamic team. This role is ideal for a professional who is passionate about financial planning and eager to grow within a collaborative and client-focused environment. Reporting to firm's two founding members, the Associate Financial Planner will support senior advisors in delivering holistic financial planning services, conducting financial analysis, and ensuring a seamless client experience.

Key Responsibilities:

- Participate in client meetings, taking notes, following up on action items, and responding to client inquiries in a timely manner.
- Assist in developing customized financial plans tailored to business owners, incorporating asset management, wealth management, tax strategies, risk management, life insurance, estate planning, and wealth transfer strategies.
- Prepare financial models and strategies for clients.
- Collaborate with advisors and professionals to develop comprehensive financial plans that align with client goals.
- Maintain accurate client records and documentation to ensure compliance with regulatory and internal policies.
- Support the preparation of presentations, reports, and marketing materials as needed.
- Conduct research and financial analysis to support senior advisors in preparing recommendations.
- Assist in performing quarterly and annual reviews of financial plans.
- Stay informed on tax laws, estate regulations, and financial planning strategies to provide clients with up-to-date guidance.

Qualifications & Experience:

- Proven experience in financial planning, wealth management, or related field.
- Strong organizational skills with the ability to prioritize tasks and meet deadlines.
- Excellent communication and interpersonal skills.




- Ability to work independently while collaborating with a team in a quick-paced, client-focused setting with high ethical standards.
- Bachelor's degree in finance or accounting is preferred; BCom and/or relevant experience will be considered.
- CFP® (Certified Financial Planner) designation preferred or in progress; relevant experience and similar designations will be considered.
- Experience working with business owners and/or high-net-worth clients is an asset.
- Canadian Securities Course (“CSC”) and/or LLQP (life insurance) an asset but not required.
- Excellent analytical and problem-solving skills with attention to detail.
- Proficiency in financial planning software, CRM systems, and Microsoft Office Suite.

Why Join Us?

- Growth Opportunity: Work alongside seasoned CPAs and senior advisors and gain exposure to high-net-worth clients.
- Collaborative Environment: A team-oriented culture that values integrity, innovation, and professional development.
- Competitive Compensation: Salary commensurate with experience, plus performance-based incentives.
- Benefits: Health insurance, Group RRSP, and more.
- Professional Development: Support to obtain and/or maintain CFP® designation, the CSC, and the LLQP.
- Flexible Hours. Ability to work remotely 2 days a week (must be able to work out of GTA office).

How to Apply:

Interested candidates should submit their resume and a cover letter outlining their qualifications and interest in the role to View email address on ca.edajobs.com .

Join our team and make a meaningful impact on the financial success of business owners and their families!

Job Types: Full-time, Permanent

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

Additional pay:

- Bonus pay

Benefits:

- Flexible schedule
- RRSP match

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Markham, ON L3R 5B4

📌 Associate Financial Planner (Markham)
🏢 Smartchase Corporate Solutions
📍 Markham