Job Responsibility:

Job Summary:

We are seeking a detail-oriented and proactive Assistant Financial Planner to join our team. This role will support senior financial planner in providing exceptional financial planning services to clients, including research, data analysis, administrative tasks, and client communication. The ideal candidate will have a strong understanding of financial principles, excellent organizational skills, and a desire to grow in the financial planning industry.

Key Responsibilities:

- Assist in preparing financial plans, investment strategies, and retirement planning solutions.
- Conduct research on investment products, tax strategies, and financial regulations.
- Gather and analyze client financial data, including income, expenses, assets, and liabilities.
- Prepare reports, presentations, and documentation for client meetings.
- Support compliance processes by ensuring all documentation meets regulatory requirements.
- Maintain client records and update financial plans as needed.
- Assist in scheduling and coordinating client meetings.
- Provide exceptional client service by addressing inquiries and assisting with account management.
- Stay up to date with financial industry trends, investment options, and tax regulations.




- Collaborate with senior financial planners to develop personalized financial strategies.

Qualifications & Skills:

- Bachelor's degree in Finance, Economics, Accounting, or a related field (preferred).
- CFP (Certified Financial Planner) coursework or interest in obtaining certification is a plus.
- 1-3 years of experience in financial services, wealth management, or a related field (preferred).
- Excellent analytical and problem-solving skills.
- Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro) and Microsoft Office Suite.
- Robust communication and interpersonal skills.
- Ability to manage multiple tasks with attention to detail.
- High ethical standards and commitment to client confidentiality.

Benefits:

- Career development opportunities, including mentorship and certification support.

If you are passionate about financial planning and eager to grow in a dynamic environment, we encourage you to apply!

Job Type: Part-time

Pay: $18.50-$20.00 per hour

Expected hours: 20 per week

Flexible language requirement:

- English not required

Schedule:

- Monday to Friday

Work Location: In person

📌 Financial Planner Assistant (Toronto)
🏢 Roche Financial Group
📍 Toronto