Associate Planner (Future opportunity) - Ontario South West
$60,000–$70,000 year
On-site · Greater Sudbury, Ontario, Canada
Job Summary
This role requires building strong client relationships while delivering expert financial advice. Key responsibilities include partnering with clients to assess their financial objectives, conducting detailed financial reviews, using data-driven insights for program evaluation, and collaborating with teams to enhance client experience. Successful candidates will demonstrate a genuine passion for financial planning and possess strong interpersonal skills, alongside prior experience in client relationship management and investment advice.
Required Qualifications
- Bachelor’s degree preferred
- 3–5 years of experience in banking services
- Willingness to obtain Registered Representative (RR) licensing
- Commitment to achieving the Certified Financial Planner (CFP) designation
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