Financial Planning Associate Role

If you’re an ambitious, detail-oriented individual with a passion for growth and ready to take the next step in your career, we want you on our team.

Oakwater Wealth Counsel, a well-established and fast-growing advisory practice, is seeking a detail-oriented and analytical Financial Planning Associate to support the development of comprehensive financial plans and retirement assessments for high-net-worth clients. The ideal candidate brings at least two years of experience in planning, has a keen eye for detail, a collaborative mindset, and exceptional interpersonal skills. In this role, you will work closely with Advisors to gather and interpret client data, model retirement scenarios, and prepare customized, actionable plans that align with our clients’ long-term goals. This is an ideal opportunity for someone passionate about financial planning who thrives in a collaborative, fast-paced environment and is eager to grow their expertise within a progressive wealth management team.

About Oakwater Wealth Counsel:

Oakwater Wealth Counsel is an award-winning private wealth management practice that works closely with families to deliver expert guidance in areas such as tax strategy, portfolio construction, cash flow management, retirement, estate planning, and philanthropy. What sets our team apart is a commitment to challenging the status quo and thinking beyond traditional industry models to make a meaningful impact in the lives of our clients.

As a proud partner of Harbourfront Wealth Management, a dynamic, employee-owned CIRO-registered firm, we benefit from the strength and flexibility of a leading platform that supports independent, client-focused advice. This partnership allows us to offer truly customized financial services and holistic wealth management solutions tailored for high-net-worth individuals.

At our core, we believe that great people build great companies, and that philosophy drives everything we do.

Depending on experience and knowledge, the core responsibilities of the role will be, but not limited to:

• Develop and maintain comprehensive personal financial plans using NaviPlan or similar planning software.
• Support and enhance client relationships by liaising directly with clients, responding to inquiries, and proactively resolving issues.
• Prepare regular client reporting (monthly, quarterly, annual), draft correspondence, and take ownership of assigned projects.
• Manage incoming and outgoing client communications, ensuring timely and accurate responses to requests for information.
• Perform additional duties and contribute to team initiatives as required.

The ideal candidate for this position has:

• Minimum of 2-years investment industry experience.
• Must have above average skills on financial planning software.
• Insurance License would be considered an asset.
• Completion of the Canadian Securities Course and the Conduct and Practices Handbook is an asset.
• Holding the Certified Financial Planner (CFP) or similar designation would be an asset.
• Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint & Outlook.
• Excellent verbal and written communication skills.
• Ability to learn quickly and identify opportunities to add value.
• Strong organizational skills.
• Meticulous attention to detail.
• Superior customer service skills.
• Ability to prioritize, multitask, work within time constraints and follow-up.
• Ability to work in a team environment and demonstrate a professional and friendly manner.

Salary Range:

$60,000- $80,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).

Actual title offered will be commensurate with experience, licensing and registration categories.

If you’re looking to take the next step in your advisory career and grow with a forward-thinking team, we want to hear from you. Please send an email to: [email protected]