Financial Planning & Analysis Advisor

We celebrate our wins together, support each other, and continually share our expertise to elevate the work we do.
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:
Automotive
Nursing & Retirement Homes
With 6 Partners and over 40 professional and administrative staff, we pride ourselves on fostering long-term client relationships and delivering top-tier service.
At Ford Keast LLP , we recognize that our people are our greatest asset. 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.
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. Financial analysis and planning
Regulatory and compliance knowledge
Manage and support a portfolio of clients, providing financial advice under the guidance of the Financial Planner.
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.
Post-secondary education in finance, economics, business, or a related field.

• Certified Financial Planner (CFP), or Personal Financial Planner (PFP) designation, considered an asset.
• 3-5 years of experience in financial planning, wealth management, or investment advising.
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Experience with financial planning software (Conquest- preferred).
• Office setting with hybrid work flexibility upon approval.

Client-facing role with occasional travel for meetings.
Helping you plan for your future.

Accessibility & Inclusion
We encourage applications from persons with disabilities and will provide accommodations throughout the recruitment process. Job Type: Full-time, Permanent