Job Description

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.

Duties

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.

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, ON