Found Description
Our client, a growing independent wealth management and insurance firm in Oakville, is seeking a Financial Planning Associate to join their team.
This role is focused on supporting advisors and clients throughout the financial planning and insurance process—from client onboarding and plan preparation to ongoing servicing, reviews, and implementation.
This is an excellent opportunity for a detail-oriented, client-focused professional who enjoys working collaboratively with advisors to deliver exceptional planning support and service to affluent and high-net-worth clients.
What You'll Do
- Build, maintain, and update comprehensive client financial plans and supporting documentation.
- Support discovery meetings and client needs analysis processes.
- Assist in developing customized financial planning and insurance recommendations.
- Conduct ongoing plan reviews and ensure client inf...