Financial Planning Assistant
Top Job
Located in Sarnia, ON
Salary: $70,000 - $90,000/Year
We are seeking a proactive and detail-oriented Financial Planning Assistant to join our client's team. You will be employed directly by our client from day one, becoming an integral part of their organization and client service team.
This is a full-time, hybrid, long-term opportunity, working Monday to Friday, for someone who enjoys supporting clients, collaborating with a Financial Planner, and building a rewarding career in the financial planning industry.
Key Responsibilities:
- Attend client meetings alongside the Financial Planner, take notes, and assist with follow-up actions.
- Be included in client correspondence to ensure timely communication and seamless client service.
- Serve as the secondary point of contact for clients, responding to inquiries and providing exceptional support.
- Prepare and organize financial planning documents, reports, and client files.
- Coordinate appointments, manage calendars, and track outstanding client requirements.
- Maintain accurate client records and ensure all documentation is complete and up to date.
- Work closely with the Financial Planner to support the delivery of comprehensive financial planning services.
- Perform administrative and operational duties while maintaining confidentiality and professionalism.
Qualifications:
- 2–5 years of experience in the financial planning industry, preferably in a client service, administrative, or financial planning support role.
- Excellent written and verbal communication skills.
- Strong organizational skills with exceptional attention to detail.
- Ability to manage multiple priorities and work independently.
- Proficiency with Microsoft Office (Word, Excel, Outlook); experience with CRM and financial planning software is an asset.
- Professional, personable, and committed to delivering exceptional client service.
This is a long-term opportunity with a clear pathway for career advancement. We're looking for someone who is committed to building a career in financial planning and is excited about growing into a Financial Planner role.
Working alongside an experienced Financial Planner, you'll gain hands-on exposure to every stage of the financial planning process, participate in client meetings, and receive ongoing mentorship and development.
This role is ideal for someone who is working toward their Canadian financial planning credentials and has the ambition to eventually build and manage their own book of business. As your experience, licensing, and responsibilities grow, you'll have the opportunity to take on your own clients and develop a successful financial planning practice within the firm.
What We Offer
- Full-time, long-term employment directly with our client.
- Hybrid work arrangement.
- Monday to Friday schedule.
- Mentorship from an experienced Financial Planner.
- Hands-on exposure to all aspects of financial planning.
- A collaborative, professional team environment.
- A clear path to grow into a Financial Planner role and build your own client base over time.
Wage: $70,000 - $90,000/Year
Ways to apply:
Email your resume to: Nicole.Davis@expresspros.com
Call our office: 519-336-7962
About Express Employment Professionals:
Founded in 1983, Express today employs more than 550,000 people across over 800 franchise locations worldwide. Our long-term goal of putting a million people to work is at the heart of our company's vision: to help as many people as possible find good jobs by helping as many clients as possible find good people. The Sarnia Express Employment Professionals franchise began operation in 2006 and serves Sarnia-Lambton and surrounding areas with temporary staffing, contract workers, and direct hire placement in a variety of fields, including professional, skilled trades, office services, and light industrial. Our ISO certified office has grown steadily, placing more than 6,000 people with local businesses at no cost to job seekers. Express is proud to be a Certified Military Friendly Employer through Canada Company and to have received ClearlyRated's 2020 Best of Staffing Client and Talent awards based on the satisfaction of our clients and associates.
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Express Office: Sarnia
805 Christina Street North
Unit 105
Sarnia, ON N7V 1X6
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