Wealth Planning Associate

Job Description

Job Description

Job Description

Great opportunity for someone with Financial Planning experience to grow their career!

Wealth Planning Associate

Our client, located in Oakville, is searching for a Wealth Planning Associate to join their growing team. In this role your main responsibility will be to provide wealth planning services to the clients of this boutique portfolio management firm. You will report directly to the Vice President of Wealth Planning and you will work with a cross-functional team. To be considered for this position you must be actively enrolled, or have completed, the Certified Financial Planner (CFP) certification and have 2+ years experience within a financial institution or financial planning firm in a similar or related role.

This is an in-office position where you will be required to work in the office four days/week.

Responsibilities:

• Collaborate with internal team members in the preparation and delivery of wealth/financial plans for clients.
• Be a point of contact for existing clients.
• Provide support in the assembly and delivery of annual tax documents.
• Act as a technical resource in the areas of wealth planning for the firm’s clients where required.

Requirements:

• Be actively enrolled, or have already completed, the Certified Financial Planner (CFP) certification
• 2+ years experience within a financial institution or financial planning firm in a similar or related role
• Strong software skills
• Experience with insurance solutions and/or tax is an asset
• This is an in-office position where you are required to work in the office four days/week