At a Glance
- Tasks: Assist in developing tailored financial plans and ensure excellent client service.
- Company: Reputable wealth management firm in Oakville with a focus on high-net-worth clients.
- Benefits: Competitive salary, professional development, and a collaborative team environment.
- Other info: Join a dynamic team and grow your career in financial services.
- Why this job: Make a real impact in financial planning while working with affluent clients.
- Qualifications: CFP designation or pursuing it, plus experience in wealth management.
The predicted salary is between 62100 - 75900 $ per year.
Work with a reputable wealth management firm in Oakville as a Financial Planning Associate, specializing in high-net-worth client service. This role is designed for someone detail-oriented and eager to support financial planning and insurance processes. You will play a vital role in developing financial plans, assisting in follow-up activities, and collaborating with advisors to ensure clients receive excellent service. This position demands strong analytical skills and a passion for client-focused financial solutions, making it perfect for those with experience in financial services.
Key Responsibilities:
- Assist in developing customized financial planning recommendations
- Conduct plan reviews to keep client information current
- Coordinate with banks and insurance carriers for client objectives
- Prepare documentation for client meetings and discussions
- Ensure proactive communication with clients throughout the process
Requirements:
- CFP designation or in pursuit of a financial planning credential
- 3+ years in wealth management or financial services
- 2+ years working with private clients
- Strong understanding of financial concepts and compliance
- Highly organized with excellent attention to detail
Contribute to impactful financial planning while serving affluent clients in a collaborative team at our Oakville firm.
Client-Focused Financial Planning Associate in Oakville employer: The Vantage Talent Group
Join a leading wealth management firm in Oakville that prioritizes client satisfaction and professional growth. With a collaborative work culture, employees benefit from ongoing training and mentorship opportunities, ensuring they thrive in their careers while delivering exceptional service to high-net-worth clients. The firm's commitment to excellence and innovation makes it an ideal workplace for those passionate about financial planning.
