Associate Financial Planner

Innova Wealth Partners; Northeastern Ontario; On-site; CAD 80,000 - 110,000; Full time

Benefits offered by this job

Education benefits

Paid personal care time

Growth opportunities within wealth mgm

Annual performance bonus

Job summary

Innova Wealth Partners seeks an Associate Financial Planner to work with our Advisors, delivering comprehensive advice and an exceptional client experience. The role deepens financial planning capabilities and supports client relationships across planning, investments, taxation and estate considerations.

Ideal candidates have planning experience, relevant credentials, and a desire to advance toward a Financial Advisor path within a collaborative, technology-forward team.

Qualifications

• A university degree or college diploma is preferred.
• Experience in financial planning, wealth management, banking, accounting, investments or insurance would be beneficial.
• Candidates encouraged to pursue CFP or QAFP designations; not required.

Responsibilities

• Preparing for client review and financial planning meetings.
• Reviewing client files and identifying outstanding planning issues.
• Updating financial plans and projections.
• Gathering and organizing information related to investments, pensions, insurance, taxation and estate planning.
• Assisting with retirement income projections and with various planning analyses.
• Coordinating implementation following client meetings and documenting follow-ups.

Skills

Highly organized

Analytical

Detail-oriented

Proactive

Technologically capable

Curious and eager to learn

Professional judgement

Multiple client files management

Education

University degree or college diploma

Progress toward CFP designation

Canadian Securities Course

Tools

Financial planning software experience

Job description

Compensation: Approximately $80,000–$110,000, depending on experience, credentials and capabilities Employment Type: Full-time, On-Site

Take the Next Step in Your Financial Planning Career

Innova Wealth Partners is looking for an Associate Financial Planner to work alongside our Financial Advisors in delivering comprehensive advice and an exceptional client experience.

This position is designed for someone who already has financial planning experience, industry education or professional credentials and wants to substantially deepen their capabilities.

You will work closely with one or more advisors across the entire client relationship, helping prepare for meetings, update financial plans, identify planning issues, coordinate implementation and ensure recommendations and commitments are followed through to completion.

Depending on your experience, you may also attend client meetings and progressively take on greater responsibility for financial planning and client relationships.

For someone who ultimately wants to become a Financial Advisor or Financial Planner, this can be an exceptional three-to-five-year development opportunity.

What You’ll Do

Your responsibilities may include:

• Preparing for client review and financial planning meetings
• Reviewing client files in advance and identifying outstanding planning issues
• Updating financial plans and financial projections
• Maintaining accurate client financial information
• Gathering and organizing information related to investments, pensions, insurance, corporations, taxation and estate planning
• Assisting with retirement income projections
• Assisting with registered account, corporate and estate planning analysis
• Preparing meeting documents, reports and presentations
• Documenting decisions, recommendations and follow-up items
• Coordinating implementation following client meetings
• Proactively following up on outstanding client items
• Drafting client correspondence and planning follow-ups
• Helping manage advisor inboxes, schedules and workflow when required
• Coordinating with our investment and insurance teams
• Working with accountants, lawyers and other outside professionals where appropriate
• Monitoring recurring client planning needs and deadlines
• Identifying opportunities to improve planning processes and the client experience

The exact responsibilities will depend on your experience and credentials.

What Success Looks Like

Success in this role means helping advisors deliver consistently excellent advice while ensuring that execution is just as strong as the planning itself.

You will become someone the advisory team can rely on to:

• Understand the client's overall financial picture
• Anticipate what needs to happen next
• Identify missing information
• Prepare thoughtful analysis
• Follow through on commitments
• Keep complex client situations organized
• Make sure very few things fall through the cracks

Over time, we expect you to become increasingly independent and capable of managing substantial portions of the financial planning process.

Who We're Looking For

The strongest candidates will be:

• Highly organized and process-oriented
• Analytical
• Comfortable working with detailed financial information
• Proactive
• Technologically capable
• Curious and eager to learn
• Comfortable exercising professional judgement
• Able to manage multiple client files and competing priorities
• Motivated by continuous improvement
• Interested in comprehensive financial planning rather than simply investment administration

Education, Experience & Credentials

A university degree or college diploma is preferred.

Experience in financial planning, wealth management, banking, accounting, investments or insurance would be beneficial.

Candidates with any of the following are particularly encouraged to apply:

• Progress toward the CFP designation
• Canadian Securities Course
• Financial planning software experienceExperience working with incorporated professionals or business owners

A CFP or QAFP designation is not required.

Compensation will reflect the candidate's experience, qualifications and ability to independently contribute to the planning process. A highly experienced CFP or similarly qualified candidate may be compensated toward the upper end of the range.

This role can develop in several directions depending on the individual's strengths and career goals.

Potential career paths include:

• Paraplanner
• Portfolio or investment-related roles
• Insurance planning
• Specialized financial planning
• Leadership opportunities within Innova

Our goal is to give talented people meaningful exposure to the different disciplines involved in managing complex client relationships and allow them to develop into the areas where they are strongest.

At Innova Wealth Partners, our mission is to provide clients with financial peace of mind through best-in-class service, strong relationships, specialized products and comprehensive financial planning.

Our clients often have complex financial circumstances involving investments, corporations, insurance, taxation, retirement and estate planning. Providing great advice requires a collaborative team and strong execution behind the scenes.

Our culture emphasizes service, trust, innovation, continuous improvement and personal ownership.

Our goal is simple: to provide our clients with financial peace of mind.

We do that by bringing together financial planning, investment management, tax expertise, strong relationships, and a team that genuinely cares about delivering exceptional service. We believe great financial advice requires a great team behind it.

We’ve built Innova to feel different from a traditional financial institution: collaborative, entrepreneurial, client-focused, and always looking for a better way to work.

Our team is encouraged to ask questions, challenge inefficient processes, learn new skills, and take ownership of their work. We are also actively investing in technology and AI-enabled tools to improve both the client experience and the way our team operates.

As Innova continues to grow, we are looking for another strong person to grow alongside us.

If you want to build a meaningful career in financial planning and learn by working closely with experienced advisors and complex client situations, we would like to hear from you.

What We Offer

• Employer-paid professional education, designations, and licensing
• Paid Personal Care Time
• Opportunities to grow into broader responsibilities within wealth management and insurance.
• Annual performance bonus and compensation review