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 robust 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 recommendationsConduct plan reviews to keep client information currentCoordinate with banks and insurance carriers for client objectivesPrepare documentation for client meetings and discussionsEnsure proactive communication with clients throughout the processRequirements:CFP designation or in pursuit of a financial planning credential3+ years in wealth management or financial services2+ years working with private clientsStrong understanding of financial concepts and complianceHighly organized with excellent attention to detailContribute to impactful financial planning while serving affluent clients in a collaborative team at our Oakville firm.

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