Investment Planning Associate

22 hours ago


Edmonton, Alberta, Canada Disability Solutions Full time

**Job Title:** Investment Planning Associate

We're seeking a motivated and customer-focused Investment Planning Associate to join our team. As an integral part of our financial planning department, you'll work closely with clients to understand their investment goals and develop tailored investment plans.

Key Responsibilities:

  • Assist financial planners in conducting client assessments and developing investment plans
  • Support the preparation of client reports and presentations
  • Collaborate with other team members to ensure seamless delivery of investment planning services
  • Monitor client accounts and make recommendations for investment adjustments as needed

Requirements:

  • Diploma or degree in business, finance, or related field
  • 1-2 years of experience in a financial planning or related role
  • Strong knowledge of Canadian investment products and services
  • Excellent communication and interpersonal skills
  • Ability to work effectively in a team environment

Compensation:** $60,000 - $80,000 per year, depending on experience and qualifications. We offer a competitive benefits package, including health insurance, RRSP matching, and paid time off.



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