Advantage Financial Services is one of the largest independent financial services offices in Southern Alberta, catering to high-net-worth business owners and professionals across the country. We focus our investment practice on stable, high-quality investments – both in the public and private markets. We round out our practice by including estate and tax planning and a full suite of business and personal insurance services. Advantage Financial is focused on growth and seeks to employ people looking to advance in their careers. We operate in a challenging and dynamic work environment with room for advancement for those willing to put in the work and effort.

Job Overview

The Client Planning Associate plays a key role in supporting clients' financial well-being by preparing and delivering personalized financial plans. This role blends technical financial planning expertise with a strong emphasis on client service and relationship management.

The successful candidate will join a seasoned team of senior financial planners who focus on high-net-worth clients. As a Client Planning Associate, you will primarily support the firm’s mass affluent and emerging wealth clients, helping deliver quality financial advice and a high-touch service experience to those with simpler or earlier-stage planning needs.

This is a hybrid position. The candidate must live in either Lethbridge, AB or in the southern Calgary area.

Key Responsibilities

• Create and maintain comprehensive financial plans covering retirement, cash flow, tax strategies, estate planning, insurance needs, and education funding.
• Meet directly with clients—either independently or with a lead advisor—to review plans, explain recommendations, and ensure alignment with their goals.
• Use financial planning software (e.g.Razor, JustWealth, etc ) to model various scenarios and provide actionable insights. Monitor and update financial plans to reflect changes in client circumstances or market conditions.
• Collaborate with advisors and team members to support a seamless client experience.
• Prepare client-ready reports and follow-ups to support ongoing financial guidance.

Qualifications

• 3+ years of financial industry experience
• Achieved or working towards at least two of the following: CFP, QAFP, PFP, CSC, LLQP
• Personable, professional, and passionate about helping clients achieve their financial goals.
• Strong interpersonal and communication skills, both verbal and written.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.
• Excellent organizational skills with the ability to manage multiple priorities effectively.
• A proactive approach to problem-solving with a focus on client satisfaction.
• Ability to work collaboratively within a team environment while also being self-motivated.