Financial Planning Associate

Job Responsibility:

Ford Keast LLP is a leading public practice accounting firm, providing a full suite of services in Assurance, Advisory, Tax, Human Resources, and Wealth Management. With a legacy of over 95 years in London, Ontario, we are deeply rooted in the business community, serving a broad range of industries, including:

• Manufacturing
• Retail
• Construction & Development
• Professional Services
• Automotive
• Nursing & Retirement Homes
• Not-for-Profit Organizations

Our reputation is built on our commitment to excellence and the expertise of our team. With 6 Partners and over 40 professional and administrative staff, we pride ourselves on fostering long-term client relationships and delivering top-tier service.

Why Work With Us?

At Ford Keast LLP , we recognize that our people are our greatest asset. That's why we offer:

• Continuous Learning & Development - Regular coaching, professional development opportunities, and mentorship.
• A Strong Team Culture - A collaborative environment where support and knowledge-sharing are part of our DNA.
• Work-Life Balance - We respect your time and understand the importance of maintaining a fulfilling personal life.
• Community Engagement - We believe in giving back and support employees in making meaningful contributions to the community.
• Social Connection - Our active Social Committee organizes regular events to foster camaraderie and fun outside of work.

Summary

The Financial Planning Associate, Wealth Management, is responsible for supporting the Financial Planner in providing comprehensive financial planning to clients. This role serves as a bridge between administrative support and full advisory responsibilities, assisting with client relationships, financial data analysis, and financial plan development while providing administrative support as needed. This position offers opportunities for professional development and growth into a lead advisory role.

Core Competencies

• Financial analysis and planning
• Client service excellence
• Decision making and judgment
• Ethics and integrity
• Strong communication and interpersonal skills
• Relationship management
• Attention to detail
• Problem-solving
• Business development awareness
• Regulatory and compliance knowledge
• Professional judgment
• Time management
• Strategic thinking

Position Duties

• Manage and support a portfolio of clients, providing financial advice under the guidance of the Financial Planner.
• Assist in onboarding new clients, ensuring all documentation and compliance requirements are met.
• Conduct research and analysis to support financial planning recommendations.
• Prepare financial plan documentation.
• Provide ongoing support to clients by responding to inquiries and assisting with account management.
• Monitor client accounts and investment performance, bringing potential concerns to the Financial Planner's attention.
• Stay informed about financial markets, products, and industry trends to assist in client education.
• Support business development initiatives by preparing marketing materials and participating in networking events.
• A strong commitment to becoming deeply integrated in the business, with the goal of advancing toward a Certified Financial Planner designation as part of a long-term transition and succession plan.
• Ensure adherence to regulatory compliance requirements and firm policies.
• Other duties as assigned.

Requirements

• Post-secondary education in finance, economics, business, or a related field.
• Certified Financial Planner (CFP), or Personal Financial Planner (PFP) designation, considered an asset.
• The Life License Qualification Program (LLQP) license or willingness to obtain.
• 3-5 years of experience in financial planning, wealth management, or investment advising.
• Strong analytical and problem-solving skills.
• Excellent interpersonal and client service skills.
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Experience with financial planning software (Conquest- preferred).
• Ability to manage multiple tasks and prioritize effectively.
• High ethical standards and commitment to client's best interests.

Working Conditions

• Office setting with hybrid work flexibility upon approval.
• Client-facing role with occasional travel for meetings.
• High client service expectations.
• Extended hours may be required based on client needs.

Compensation & Benefits

We offer competitive compensation based on experience, along with a comprehensive benefits package, including:

Salary: Based on years of experience in related field. RRSP Program: Helping you plan for your future. Health & Wellness Benefits: Supporting your well-being.

Job Types: Full-time, Permanent

Pay: $60,000.00-$90,000.00 per year

Additional pay:

• Bonus pay

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Flexible schedule
• Life insurance
• On-site parking
• Paid time off
• Vision care
• Wellness program

Flexible language requirement:

• French not required

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• Overtime

Application question(s):

• Do you have post-secondary education in finance, economics, business, or a related field?

Experience:

• financial planning: 3 years (required)
• wealth management: 3 years (required)

Licence/Certification:

• CFP (required)

Work Location: Hybrid remote in London, ON N6B 2Z9