Financial Planning Associate / Client Service Manager
Ottawa, ON | Hybrid| Flexible Hours, Permanent
About the Firm
A well-established independent and holistic financial planning practice based in Ottawa with a reputation built on long-term client relationships and comprehensive financial planning capabilities. We advise clients across areas of financial management, retirement planning, tax strategy, cash flow, insurance, and estate planning.
We are looking for an organized, client-focused professional who enjoys building relationships, managing details, and contributing to meaningful client outcomes.
This role offers an opportunity to become a key member of a collaborative planning team and grow into increasingly advanced responsibilities over time
The Role
Client Service & Relationship Management
- Serve as a primary point of contact for clients
- Coordinate client meetings and follow-up activities
- Manage client onboarding and account documentation
- Prepare meeting agendas and summary notes
- Maintain accurate client records and CRM data
- Respond to client inquiries with professionalism and empathy
Financial Planning Support
- Gather and organize financial information
- Assist in preparing financial plans and cash flow projections
- Support retirement, tax, insurance, and estate planning analyses
- Prepare client presentations and planning materials
- Coordinate implementation of planning recommendations
- Track client action items and planning deadlines
Practice Operations
- Manage workflows and service calendars
- Improve client service processes and systems
- Coordinate with external professionals including accountants and lawyers
- Support marketing and client event initiatives as needed
What You Bring
Required
- 2+ years of experience in financial services, banking, insurance, accounting, professional services, or a client-facing administrative role
- Strong organizational and time-management skills
- Exceptional attention to detail
- Excellent written and verbal communication skills
- Proficiency with technology platforms
- Ability to manage multiple priorities independently
Preferred
- Experience in a financial planning or wealth management environment
- Familiarity with CRM systems
- Knowledge of investment accounts, insurance products, and financial planning concepts
- CFP®, QAFP®, LLQP, CSC, IFIC, or willingness to pursue industry education
Compensation & Benefits
- Competitive salary commensurate with experiences
- Performance bonus opportunity
- Health and dental benefits opportunity after successful completion of probationary period
- Paid professional development and designation support (CFP®, QAFP®, LLQP, and others)
- Flexible hybrid work arrangements: Initial in-office training requirements. Once fully trained and comfortable in the role, we offer significant flexibility, including the ability to work from home and manage a schedule that supports both client needs and work-life balance
- Paid vacation and personal days
Interested candidates should apply with a resume and a brief note on their background and interest in the role.
Pay: From $24.00 per hour
Benefits:
- Flexible schedule
- Work from home
Work Location: Hybrid remote in Ottawa, ON K1Z 7T1
