About us
RJ Mountain Wealth is a family-focused planning firm in Rocky Mountain House, serving farm families, business owners and retirees across central Alberta. We're planning-led, not product-led, and we help every family gain the confidence to live life on their own terms.

About the role
This is a full time, on-site role for an early-career planner who wants to practise real financial planning from day one. Some travel is required to our Sundre and Red Deer offices and for training.

This is not a sales role. You'll help clients build a strong financial foundation and find solutions that genuinely fit, always with complete integrity. Our senior advisors will coach you every step of the way.

What you'll do

Meet clients, gather their information and explain plans in plain language

Build budgets, cash flow plans and debt-reduction strategies

Prepare retirement projections and savings strategies (RRSP, TFSA, FHSA, RESP)

Support senior advisors on more complex planning cases





Keep accurate records in our CRM and planning software

What we offer

Salary plus profit sharing

A written development plan

A close-knit team that values integrity, learning and fun

What you bring

1–2 years in financial planning, banking, insurance or another client-facing financial role

A planning designation (QAFP, PFP, CFP or CLU), or progress toward one, is a significant asset

A post‑secondary certificate or diploma in finance, business or a related field is an asset

Strong grasp of budgeting, cash flow, debt and registered accounts

A clear, warm communicator who explains things simply

Organized, detail‑orientation and reliable

Integrity: the client's interests always come first

Ambitious, coachable and eager to grow

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📌 Junior associate financial planner (Alberta)
🏢 RJ Mountain Wealth
📍 Alberta