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Financial Planning Analyst, Technology & AI
Confidential —London, ON
- $56,991.80–$105,464.30 a year
- Full-time
- Microsoft Excel
- Azure
- Finance
Quick apply
5d
Journeyperson Plumber
Top Tech Mechanical Ltd. —Edmonton, AB
- $38–$48 an hour
- Overtime
- English
- Plumbing
- Organizational skills
- Disability insurance
- Dental care
Quick apply
5d
Senior HVAC Technician - (313A) Condo Mechanical
Hudson Condominium Solutions Inc. —Toronto, ON
- $35–$80 an hour
- Full-time
- English
- HVAC
- Welding
- Tuition reimbursement
- Paid time off
Quick apply
Journeyman Heavy Equipment Field Technician
Klassen Brothers Northern Ltd. —Debolt, AB
- Overtime
- Heavy lifting
- Schematics
- Mechanic experience
- Dental care
- Vision care
Quick apply
Instrumentation Manager
Control Tech —Peace River, AB
- Full-time
- Customer service
- Communication skills
- Dental care
- Vision care
Quick apply
Instrumentation Manager
Control Tech —Peace River, AB
- Full-time
- Customer service
- Communication skills
- Dental care
- Vision care
Quick apply
310T Licensed Diesel Mechanic Technician
Ryder System —Guelph, ON
- $41 an hour
- Weekends as needed
- ASE Certification
- High school diploma or GED
- Automotive diagnostics
- Profit sharing
- Dental care
310s Licensed Technician - Wawa
Anonymous - Automotive Company —Wawa, ON
- From $55 an hour
- Full-time
- Customer service
- Maintenance
- Communication skills
- Relocation assistance
Quick apply
Instrument Apprentice (2nd to 4th Year)
Control Tech —Fox Creek, AB
- $28–$38 an hour
- Full-time
- CPR Certification
- High school diploma or GED
- First Aid Certification
- Dental care
- Vision care
Quick apply
Licensed Automotive Technician (310S)
Smiths Falls Hyundai —Smiths Falls, ON
- $32–$38 an hour
- Full-time
- Heavy lifting
- Customer service
- Maintenance
Quick apply
7d
PHARMACIST, MANAGER - ON-SITE - WINNIPEG
Green Shield —Manitoba
- $94,406–$142,069 a year
- Bilingual
- Customer service
- English
Field Service Technician – Lead
NEXT Compression —Fort St. John, BC
- Weekends as needed
- First Aid Certification
- In-person
- Leadership
- Disability insurance
- Dental care
Quick apply
Veterinarian
Port Hope Veterinary Emergency Clinic and Services —Port Hope, ON
- From $180,000 a year
- Part-time
- Customer service
- Laboratory experience
- English
- Store discount
- Dental care
Quick apply
310T Licensed Diesel Mechanic Technician
Ryder System —Guelph, ON
- $41 an hour
- Weekends as needed
- ASE Certification
- High school diploma or GED
- Automotive diagnostics
- Profit sharing
- Dental care
Mechanical Foreman_Victoria
Tino Mechanical Ltd. —Victoria, BC
- $115,000–$120,000 a year
- Full-time
- Schematics
- Project management
- Plumbing
- Dental care
- Paid time off
Quick apply
11d
Transport Refrigeration or Trailer Technician
ProReefer and Mobile Truck Services —Vancouver, BC
- $80,000–$130,000 a year
- Full-time
- Maintenance
- High school diploma or GED
- Electrical experience
- Dental care
- Life insurance
Quick apply
11d
Journeyman Automotive Technician
Harris Dodge Chrysler Jeep Ram —Langford, BC
- Up to $50 an hour
- 8 hour shift
- Heavy lifting
- Customer service
- Maintenance
- Store discount
- Disability insurance
Quick apply
Operations Lead
Confidential —Cranbrook, BC
- From $30 an hour
- Full-time
- Bilingual
- Customer service
- Bachelor's
- Store discount
- Employee assistance program
Quick apply
Journeyman Instrumentation
Control Tech —Dawson Creek, BC
- $44–$50 an hour
- Full-time
- CPR Certification
- Programmable logic controllers
- First Aid Certification
- Dental care
- Vision care
Quick apply
Journeyman Instrumentation
Control Tech —Dawson Creek, BC
- $44–$50 an hour
- Full-time
- CPR Certification
- Programmable logic controllers
- First Aid Certification
- Dental care
- Vision care
Quick apply

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Financial Planning Analyst, Technology & AI

Confidential
London, ON

Quick apply

Job details

Permanent | Full-time
$56,991.80–$105,464.30 a year
5 days ago

Qualifications

Investment
Microsoft Excel
Azure
Post-secondary education
Finance
AWS
Analysis skills
CFP
CSC
AI
Business
Communication skills

Full job description

We’re Hiring — Financial Planning Analyst, Technology & AI

Quick Facts

Location

London, Ontario — in-office, with hybrid arrangements considered consistent with firm policy.

Compensation

Competitive base salary commensurate with experience, plus a standard benefits package. Licensing and designation costs reimbursed in accordance with firm policy.

Experience Profile

One to three years in financial planning, investment analysis, insurance, retirement planning, or a closely related analytical role. Strong recent graduates with demonstrated technology and AI proficiency will be considered.

Schedule

Full-time, permanent.

About the Role

We are reimagining how comprehensive financial plans are produced at our firm. The traditional model relies almost entirely on the senior analyst’s judgment to build each plan from the ground up. The new model is different: it pairs a technically strong analyst with the firm’s AI-enabled financial planning platform, a defined set of planning standards, and a firm-wide commitment to consistency, quality, and speed.

As our Financial Planning Analyst, Technology & AI, you will be the engine of this new model. You will produce retirement, cashflow, insurance, and investment plans for our Partners and Advisors using the best planning technology available, applying firm-defined assumptions, methodology, and standards on every engagement. You will be the firm’s power user of these tools, and you will be expected to influence what we adopt next.

You are someone who is energized by the intersection of finance and technology. You think clearly, write carefully, and have a real curiosity about how AI tools can be used responsibly to deliver better outcomes for real clients. You understand that AI is powerful but never blind to error — every plan you produce is reviewed and approved by the sponsoring advisor before it reaches the client, and you take pride in producing work that is review-ready the first time.

About OUR COMPANY

We are a mid size financial services firm headquartered in London, Ontario. We have spent more than 30 years building deep, long-term relationships with our clients across wealth management, retirement planning, insurance, and group benefits. Our clients include individuals, families, business owners, and corporate plan sponsors across Ontario and beyond.

We are a partnership-led firm of approximately 35 people who genuinely enjoy working together. We invest in our people, our technology, and the standards that make our advice better year over year. Our tagline — Manage Your Risk. Grow Your Wealth. — is also the test we apply to every plan and every decision.

What You’ll Do

Produce comprehensive financial plans for individual, family, and business-owner clients using the firm’s AI-enabled financial planning platform, applying our planning standards and assumption frameworks consistently across every engagement.
Build retirement forecasts, retirement income plans, cashflow projections, life insurance needs analyses, investment portfolio analyses, and RESP projections.
Coordinate with the sponsoring advisor on every plan: gather inputs, present findings, incorporate feedback, and deliver work that is review-ready and accurate.
Communicate directly with clients on behalf of advisors to gather information and discuss plan content; attend client meetings at the advisor’s request.
Serve as the firm’s power user of the AI planning platform: maintain assumption libraries, document workflows, identify enhancements, and coach others on how to get the best output from the tools.
Pilot and evaluate new AI and productivity tools that could be adopted firm-wide. Tell us what is genuinely useful and what is hype.
Track activity by advisor in support of our hourly recovery model; maintain accurate records in EquiSoft (CRM).
Stay current with planning principles, regulatory requirements, and best practices — including emerging guidance on the responsible use of AI in financial planning.

What You Bring

Must-haves

One to three years of relevant experience, or a strong recent graduate profile with demonstrated technical aptitude.
Post-secondary diploma or degree in Financial Services, Financial Planning, Business, Commerce, Economics, or a related discipline.
Life Licence Qualification Program (LLQP) and either the Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC) — in hand at hire, or within 90 days.
Willingness to obtain the Qualified Associate Financial Planner (QAFP) designation through FP Canada within 24 months of hire (firm-reimbursed).
Demonstrated, hands-on fluency with generative AI tools (ChatGPT, Claude, Gemini, Copilot, or similar) in a professional or academic setting.
Advanced Microsoft Excel skills — real ones, including formulas, pivot tables, and conditional logic. We will test this.
Strong analytical thinking, attention to detail, and the ability to focus on complex work for extended periods.
Excellent verbal and written communication; able to explain technical financial concepts in plain language.

Nice-to-haves

Direct experience with AI-enabled financial planning platforms (Conquest Pathfinder, or similar).
Familiarity with NaviPlan, VisionWorks, or similar planning tools.
CRM experience, ideally with EquiSoft.
Active progress toward the Certified Financial Planner (CFP) designation. We will support a 36 to 60 month completion path.
Coursework or designations in data analytics, applied AI, or financial technology (e.g., Google Data Analytics Certificate, AWS / Azure AI Fundamentals).

What We Offer

A purpose-built role at the intersection of financial planning and modern AI tooling — not a traditional analyst seat with a thin tech veneer.
Direct working relationships with the firm’s Managing Partners, advisors, and operations leadership in a partnership-structured firm where good ideas move quickly.
A firm-funded path to QAFP within 24 months and CFP over the longer term.
A standard benefits package and a professional development budget.
Genuine influence over which AI and planning tools the firm adopts next.
A workplace culture that values clarity, integrity, and follow-through.

How to Apply

Reply to this posting with your resume and a brief cover letter. In your cover letter, tell us about one specific way you have used an AI tool to produce better work — what the task was, how you used the tool, and what you learned about its strengths and limits.

Shortlisted candidates will complete a practical skills assessment as part of the interview process. We test Excel and analytical reasoning directly, so come prepared to demonstrate, not describe.

We are equal opportunity employers committed to building a diverse and inclusive workplace. We welcome applications from all qualified candidates. Accommodations are available throughout the recruitment process upon request.

Pay: $56,991.80-$105,464.30 per year

Work Location: In person

Quick apply

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