Financial Advisor
Top Benefits
About the role
Grow Your Career in Wealth Advisory
Associate – Financial Planning
Location: London, ON
Job Type: Full-Time, Hybrid
Compensation: $70–90K Range + Bonus
We’re partnering with a highly regarded, full-service advisory firm in the Southwestern Ontario region that offers a rare opportunity to step into a financial planning track with long-term succession potential. This isn’t a typical admin role — it’s a hands-on opportunity designed for someone who’s ready to take the next step toward becoming an advisor.
If you're currently supporting financial planners and want more exposure, client interaction, and a path to grow — this is for you.
Why This Stands Out
-
Advisory Track: Be mentored by senior professionals with the goal of advancing into a full planning role
-
Team-Driven Culture: Supportive, approachable, and invested in your development
-
Work-Life Balance: Flexibility, hybrid options, and a human-first approach to workload
-
Legacy + Innovation: A long-standing name in the region, with a forward-thinking leadership team
What You’ll Be Doing
-
Partner with senior planners to deliver custom financial strategies
-
Prepare analysis for investments, retirement planning, insurance, and tax coordination
-
Handle client onboarding and ensure documentation and compliance are up to date
-
Assist with ongoing servicing and plan reviews
-
Monitor market trends, planning tools, and help educate clients
-
Participate in marketing activities and long-term client growth initiatives
What You Bring
-
3–5 years of relevant experience in planning, investing, or client advisory
-
Post-secondary background in Business, Finance, or a related discipline
-
Working toward or already hold a CFP or PFP designation
-
Life license (LLQP) or willingness to obtain shortly
-
Strong client service and communication skills
-
Comfortable with planning software and Excel (Conquest is a plus)
-
Reliable, detail-oriented, and looking for a long-term opportunity
Perks
-
Health and dental benefits
-
RRSP support or matching
-
Paid professional development (courses, designations)
-
Social events and a genuinely collaborative team
Next Steps
This is a high-impact, career-defining role for someone looking to evolve from support into true advisory. We’re keeping this search confidential — if it sounds like you, we want to connect.
About Career Market / Career Choice
Light your tomorrow with your Career Choice today. With a Partner like Career Choice, you are provided with a reliable and engaged partner who will go the extra mile to find the quintessential candidate for your company. Our Team will take the time to understand your company’s structure, culture, and short and long-term goals. We go beyond ensuring our proposed candidates are not just qualified but are a perfect match within your organization. We strive to achieve excellence and ensure that we are available to represent you in the best way possible. We are available 7 days a week and our professional team will be your emissary to ensure that your best image is evoked to our candidates. From initial job requirements to searching through thousands of candidates in our ATS, networked database to screening potential candidates; we work tirelessly to ensure a timely result. Our extensive database of qualified candidates combined with nine of the largest professional database in North America gives our recruitment team and our clients an incredible edge in the market place. Coupled with our educated and experienced recruitment team we pride ourselves on our efficiency. Each member of our team is trained in recruiting professionals in Accounting, IT, Real Estate, Pension, Financial Services, Public Accounting, Healthcare, Supply Chain, and Logistics. You get to work with professional recruiters that are educated, efficient, experienced, and successful.
Financial Advisor
Top Benefits
About the role
Grow Your Career in Wealth Advisory
Associate – Financial Planning
Location: London, ON
Job Type: Full-Time, Hybrid
Compensation: $70–90K Range + Bonus
We’re partnering with a highly regarded, full-service advisory firm in the Southwestern Ontario region that offers a rare opportunity to step into a financial planning track with long-term succession potential. This isn’t a typical admin role — it’s a hands-on opportunity designed for someone who’s ready to take the next step toward becoming an advisor.
If you're currently supporting financial planners and want more exposure, client interaction, and a path to grow — this is for you.
Why This Stands Out
-
Advisory Track: Be mentored by senior professionals with the goal of advancing into a full planning role
-
Team-Driven Culture: Supportive, approachable, and invested in your development
-
Work-Life Balance: Flexibility, hybrid options, and a human-first approach to workload
-
Legacy + Innovation: A long-standing name in the region, with a forward-thinking leadership team
What You’ll Be Doing
-
Partner with senior planners to deliver custom financial strategies
-
Prepare analysis for investments, retirement planning, insurance, and tax coordination
-
Handle client onboarding and ensure documentation and compliance are up to date
-
Assist with ongoing servicing and plan reviews
-
Monitor market trends, planning tools, and help educate clients
-
Participate in marketing activities and long-term client growth initiatives
What You Bring
-
3–5 years of relevant experience in planning, investing, or client advisory
-
Post-secondary background in Business, Finance, or a related discipline
-
Working toward or already hold a CFP or PFP designation
-
Life license (LLQP) or willingness to obtain shortly
-
Strong client service and communication skills
-
Comfortable with planning software and Excel (Conquest is a plus)
-
Reliable, detail-oriented, and looking for a long-term opportunity
Perks
-
Health and dental benefits
-
RRSP support or matching
-
Paid professional development (courses, designations)
-
Social events and a genuinely collaborative team
Next Steps
This is a high-impact, career-defining role for someone looking to evolve from support into true advisory. We’re keeping this search confidential — if it sounds like you, we want to connect.
About Career Market / Career Choice
Light your tomorrow with your Career Choice today. With a Partner like Career Choice, you are provided with a reliable and engaged partner who will go the extra mile to find the quintessential candidate for your company. Our Team will take the time to understand your company’s structure, culture, and short and long-term goals. We go beyond ensuring our proposed candidates are not just qualified but are a perfect match within your organization. We strive to achieve excellence and ensure that we are available to represent you in the best way possible. We are available 7 days a week and our professional team will be your emissary to ensure that your best image is evoked to our candidates. From initial job requirements to searching through thousands of candidates in our ATS, networked database to screening potential candidates; we work tirelessly to ensure a timely result. Our extensive database of qualified candidates combined with nine of the largest professional database in North America gives our recruitment team and our clients an incredible edge in the market place. Coupled with our educated and experienced recruitment team we pride ourselves on our efficiency. Each member of our team is trained in recruiting professionals in Accounting, IT, Real Estate, Pension, Financial Services, Public Accounting, Healthcare, Supply Chain, and Logistics. You get to work with professional recruiters that are educated, efficient, experienced, and successful.