Associate Financial Planner - Wealth Management (Toronto)

My Client is a growing independent wealth management practice seeking an Associate Financial Planner to join our advisory team. This is a hands‑on, client‑facing role that blends financial planning, client servicing, and business development within a fast‑paced, entrepreneurial environment.

Key Responsibilities

• Lead and participate in financial planning meetings with both prospective and existing clients
• Conduct discovery conversations and initial intake meetings with new clients
• Prepare meeting agendas, financial summaries, and supporting planning documentation
• Draft post‑meeting follow‑ups, recommendations, and action item summaries
• Build, update, and maintain financial plans using planning software as client circumstances evolve
• Compile and organize financial data, account statements, and client documentation ahead of meetings
• Support prospecting efforts through outreach initiatives, including inbound a...