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Wealth Advisor Assistant

2 weeks ago

Oakville, Ontario, Canada Staffix Full time

Launch Your Financial Planning Career – Advisor Assistant (Oakville)

Are you a recent graduate of a Financial Planning program with both your Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) completed?

Do you thrive in a fast-paced environment and have a genuine passion for helping others achieve their financial goals?

If so, we want to hear from you

A well-established financial advisor in Oakville is looking for a bright, motivated Advisor Assistant to join their team. This is a fantastic opportunity to learn directly from an experienced advisor, support a growing client base, and build a strong foundation for a rewarding career in financial services.

What You'll Do:

  • Support client onboarding, maintain accurate records, and assist with financial analysis

  • Prepare client presentations, reports, and planning documents

  • Help develop and implement tailored financial plans

  • Stay current on market and industry trends

  • Deliver outstanding service to clients

What We're Looking For:

  • A recent graduate of a Financial Planning program

  • Completion of both the CSC and CPH

  • Strong analytical and organizational skills

  • Excellent verbal and written communication

  • A passion for financial planning and client service

  • Eagerness to learn and grow within a dynamic team environment

If you're ready to take the first step in your financial services career, apply now and start building your future with confidence.