Wealth Planning Associate — Growth, Planning - Alton - Wellington-Altus

    Wellington-Altus
    Wellington-Altus Alton

    12 hours ago

    Full time
    Description
    A leading financial services firm is seeking an Associate, Financial Planning to support personalized financial planning and relationship management. This role involves preparing financial plans, conducting client meetings, and assisting with tasks related to investment and planning decisions. The ideal candidate has a Bachelor's degree, CIRO license, and 3-5 years of experience in the financial services industry. Competitive salary range is offered, along with comprehensive benefits including health insurance.
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