Strategic Financial Planning Specialist

2 days ago


Ottawa, Ontario, Canada Ecivda Financial Planning Boutique Full time

About Ecivda Financial Planning Boutique

We are a client-centric financial planning firm that delivers innovative solutions to high-net-worth clients, business owners, entrepreneurs, and professional clients.

As a dynamic and rapidly growing industry leader in financial planning and advice, we are seeking an extraordinary individual who embodies our values of community and social responsibility.

The ideal candidate will have 2 years of work experience, strong analytical skills, and the ability to think creatively and develop unique solutions.

About the Role

This is a dynamic role that involves supporting the principal partners and financial advisory staff at Ecivda Financial Planning Boutique. The successful candidate will have regular interaction with the advisory team and support staff both in-office and remotely.

The primary responsibilities of this role include:

  • Financial planning review and data analysis for clients and future clients
  • Client relationship management, including account service, meeting preparation, and communication
  • Investment management, including portfolio review and setup/maintenance/administration
  • Community support and charity initiatives

About You

To be successful in this role, you will require:

  • 2 years of relevant work experience
  • Familiarity with financial planning software
  • Licenses in insurance and investments (QAFP preferred)
  • Strong technology skills and marketing abilities
  • A personal and goal-driven approach
  • Independent work ethic and strong organizational qualities
  • Teamwork and team building skills
  • Deep client relationships and follow-up abilities
  • High integrity, self-confidence, and enthusiasm

About Compensation

Salary: $65,000 - $90,000 per annum, depending on skills, licensing, and background

Bonus structure based on personal and firm goals

Health benefits and retirement plan after tenure



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