Hybrid Financial Planning Associate

Posted 3 hours ago

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About the role

  • Financial Planning Associate partnering with Financial Planning Consultants to support high value clients. Handling administrative tasks and fostering strong client relationships, primarily remote with occasional site visits.

Responsibilities

  • Partner with Financial Planning Consultants
  • Provide administrative support to high value clients
  • Prepare client files and schedule appointments
  • Maintain compliance standards in client dealings

Requirements

  • Strong organizational skills
  • Experience providing administrative support
  • Excellent problem-solving skills
  • Teamwork and collaboration abilities
  • Ability to maintain confidentiality in sensitive situations

Benefits

  • Competitive salary
  • Incentive pay
  • Banking benefits
  • Defined benefit pension plan
  • Employee share purchase plan
  • Vacation offering
  • Wellbeing support
  • MomentMakers, social recognition program

Job title

Financial Planning Associate

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

HybridCanada

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