OVERVIEW

The ideal candidate will be supporting a Senior Financial Planner in delivering client-centric, needs-focused financial planning, with particular responsibility for management and growth of B, C, and D client relationships. This role requires a balance of technical proficiency, ethical selling, and operational support for client meetings and portfolio management.

QUALIFICATIONS

• Bachelor’s degree in Finance, Economics, Accounting, or a related field preferred.
• Enrollment in or completion of the Certified Financial Planner (CFP) designation program.
• Strong understanding of financial planning principles.
• Strong analytical, research, and technology skills, including proficiency in financial planning software and reporting.
• Excellent client-focused communication and interpersonal skills, including needs-based selling, active listening, and the ability to explain complex concepts simply.
• Prior experience (internship or professional) in financial planning, investment advisory, or insurance sales.
• Mutual fund license and life insurance license (or willingness to obtain both promptly).
• Strong attention to detail and organizational skills, with the ability to manage multiple tasks effectively.
• Entrepreneurial attitude with willingness to learn from senior leadership and grow into increased advisory responsibilities.
• Willingness to learn both technical and sales skills relevant to holistic financial planning (including cash flow, tax, insurance, and investment strategies).
• Proficiency in financial software and Microsoft Office Suite is a plus. Join our team as a Finance Planner where you can grow your career while contributing to our mission of delivering exceptional financial services!
  Job Type: Full-time
  Pay: From $44,662.69 per year

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• Paid time off
• RRSP match
• Vision care
• Wellness program
• Work from home

Education:

• Bachelor’s Degree (required)

Language:

• English (required)

Licence/Certification:

• MFDA (required)
• LLQP (required)
• CFP (preferred)

Work Location: Hybrid remote in Toronto, O

• A “client-first” perspective with genuine care for meeting client needs and building lasting relationships.
• Proactively engage and service a portfolio of existing B, C, and D clients with needs-based analysis, solution design, and ongoing relationship management.
• Prepare for and support senior planner in client review meetings, including research, documentation, plan updates, and follow-up tasks.
• Conduct discovery conversations with clients to understand their goals, needs, and constraints, recommending appropriate investment and insurance solutions.
• Implement and monitor client financial plans, including ongoing review of risk, performance, cash flow, and regulatory changes.
• Ensure compliance with regulatory standards and ethical sales practices at all times.
• Maintain accurate, organized records of client interactions, compliance documentation, and sales pipelines.
• Educate clients on financial planning concepts, building confidence and deepening trust in the client relationship.
• Support the prospecting process by participating in marketing events, follow-up activities, and client referrals.
• Excellent time management and ability to juggle multiple client cases simultaneously.
• Stay up to date with industry trends, evolving products, and regulatory requirements.