Matthews + Associates
Advice first retirement planning firm for Canadians nearing/in retirement. Evidence-based investing, tax-aware planning & approachable high-touch client service are a few things that make us unique.
Client Care and Practice Coordinator Full time, in office (with flexibility) Peterborough, Ontario About Matthews + Associates Most wealth firms still push product. We do something different. Matthews + Associates is an advice first retirement planning firm built for Canadians…
Paraplanner up to Senior Financial Planner Full time, in office (with flexibility) Minimum requirement: 2 plus years of relevant experience Conquest requirement: If applying at Paraplanner Level 3 or Senior Financial Planner, you must have experience working in Conquest (plan…
Associate Financial Advisor Full time, in office (with flexibility) Minimum requirement: 2+ years of relevant experience, registered or eligible for CIRO registration Conquest requirement: If applying at Level 3, you must have experience working in Conquest (plan inputs, scenario updates,…