Elevate your career as a Financial Planning Associate with a client-focused wealth management firm in Oakville. This role involves supporting high-net-worth clients through comprehensive financial planning and insurance processes.
The ideal candidate will collaborate with advisors to deliver high-quality planning support and exceptional service to affluent clients. With at least three years in financial services or advisory support, you will help build and maintain detailed financial plans, facilitate discovery meetings, and coordinate with external professionals to align with client objectives.
Key Responsibilities:
• Build and update comprehensive client financial plans
• Support client needs analysis and discovery meetings
• Develop customized insurance recommendations
• Conduct ongoing reviews of client plans and records
• Coordinate with external professionals like bankers and accountants
Requirements:
• CFP designation or pursuing a recognized financial...