Financial Planning Assistant



  • Accounting & Finance
  • Job Code: 9M4060631030
  • Posted: April 30, 2018
The Job has been filled

David Aplin Group, one of Canada's Best Managed Companies, has partnered with our client to recruit for a Financial Planning Assistant.

The Role:

  • Assisting lead Advisor(s) to provide first-class financial planning and strategic wealth management services to clients.
  • Assisting with the analysis, reporting and recommendations to update financial plans based on client’s objectives, risk tolerances and resources.
  • Assisting with the preparation of investment portfolio reviews and rebalancing.
  • Assisting with insurance needs analysis and recommendations.
  • Delivering a high level of end-to-end personalized client service offering the rapid resolution of queries.
  • Actively engaging in ongoing learning and development to continuously improve skills and knowledge.

The Ideal Candidate:

  • A minimum of five years of related work experience preferably in a financial planning firm with exposure to both insurance and investment planning.
  • Completion of a financial industry designation or in the process of obtaining (CFP, CIM, CFA Level 1).
  • Completion of the Life License Qualification Program (LLQP) or in the process of obtaining.
  • Working in a high performing client service oriented capacity with both internal and external customers.
  • A high proficiency in MS Word, Excel and Outlook.
  • Comfortable working with numbers with an analytical mindset.
  • A proactive focus on query resolution and analyzing root causes to prevent future issues.
  • Strong interpersonal and relationship management skills to build trust with clients.
  • The ability to work as part of the wider team, as well as individually.
  • The confidence to adapt to change.

Position Pays: Attractive Compensation with a competitive benefits plan and participation in the company profit sharing program after 6 months.

If you are interested in this position and meet the above criteria, please click the Apply button to send your resume in confidence directly to Meenakshi Gulati, Consultant, David Aplin Group Accounting & Finance. Visit our website at to view our job opportunities, career tips and tools. We thank all applicants; however, only those selected for an interview will be contacted.


If this is your first introduction to us, we invite you to become one of our satisfied candidates. David Aplin Group has been Canadian owned since 1975. Our professional consultants are passionate about helping you find a fulfilling job or career and ensuring your complete satisfaction with our process. Our proven track record, nearly four decades long, is largely due to our team of highly skilled and successful specialists. Through superior service and a commitment to long-term relationships, we provide deep specialization in core areas for complete recruiting and HR solutions across Canada - all from one source. We look forward to exceeding your expectations!

Learn more about David Aplin Group and view all of our current job opportunities, career tips, and tools at



Meenakshi Gulati

Accounting & Finance / Human Resources



  • 778.372.3479

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