Description

My Client is a growing independent wealth management practice seeking an Associate Financial Planner to join our advisory team. This is a hands-on, client-facing role that blends financial planning, client servicing, and business development within a fast-paced, entrepreneurial environment.

You will play an active role in client relationships from day one—supporting planning discussions, preparing analysis, and ensuring clients receive a seamless and high-quality experience. Over time, you will take on increasing responsibility for client relationships and planning complexity as your skills develop.

This role is ideal for someone who wants to build a long-term career in financial planning and wealth advisory, with a clear pathway toward advanced designations and portfolio management responsibilities.

Key Responsibilities

  • Lead and participate in financial planning meetings with both prospective and existing clients
  • Conduct discovery conversations and initial intake meetings with new clients
  • Prepare meeting agendas, financial summaries, and supporting planning documentation
  • Draft post-meeting follow-ups, recommendations, and action item summaries
  • Build, update, and maintain financial plans using planning software as client circumstances evolve
  • Compile and organize financial data, account statements, and client documentation ahead of meetings
  • Support prospecting efforts through outreach initiatives, including inbound and outbound client engagement activities
  • Assist in onboarding new clients and ensuring a smooth and professional first 90 days
  • Manage ongoing client servicing requests and ensure timely resolution of administrative tasks
  • Maintain accurate and up-to-date records in CRM and related systems
  • Track tasks, deadlines, and workflows using internal project management tools
  • Coordinate with investment management and operations teams to support implementation activities
  • Liaise with external service providers such as custodians and insurance partners to resolve client-related issues
  • Stay current on financial planning concepts, tax considerations, and industry platform updates

Qualifications and Experience :

  • 2+ years of experience in financial services, ideally with exposure to financial planning or advisory work
  • Strong communication skills with a confident and professional client presence (both verbal and written)
  • Highly organized with strong attention to detail and the ability to manage multiple priorities
  • Entrepreneurial mindset with interest in client development, relationship building, and business growth
  • Comfortable working with modern tools and technology, including a willingness to adopt AI-enabled workflows
  • Familiarity with financial planning tools, CRM systems, and digital documentation platforms is an asset
  • Working knowledge of Canadian account structures (RRSP, TFSA, RRIF, RESP, FHSA, non-registered, etc.)
  • Enrollment in or interest toward financial planning/designation pathways is strongly preferred
  • (e.g., CSC, IFIC, CFP, QAFP, or CIM track)
  • Strong professional presence with the ability to build trust quickly with clients
  • Self-starter who thrives in a remote-first environment with structured autonomy

Work Structure

  • Initial onboarding and training conducted in-person in Toronto
  • Transition to fully remote work following training completion
  • Occasional in-person meetings for team alignment, planning, and development sessions

Why Join This Team

  • Independent advisory environment with strong long-term growth potential
  • Broad exposure across financial planning, client servicing, and client development activities
  • Direct access to experienced advisors and real-time mentorship
  • Clear pathway toward advanced advisory credentials and portfolio management responsibilities
  • Remote-first flexibility after onboarding, with a collaborative and supportive culture
  • High-impact role where your contributions directly influence client outcomes and firm growth

Candidates must be eligible to work in Canada

I would like to thank all the candidates in advance. Please do stay connected on LinkedIn for future opportunities. Shortlisted candidates will be contacted .

This position reflects a current vacancy with one of our clients. Our Recruiters combine their expertise and AI-enabled technology in the recruitment process.