Humans of HR is an upcoming boutique recruitment agency and is very quickly becoming the go-to agency for hiring and placement of skilled Professionals. Combined with our vast network and extraordinary customer-centric approach, we are the obvious choice in helping you find your next home.

Are you ready to elevate your career in wealth management? Our client, a respected player in the financial services industry, is seeking a detail-oriented and client-focused Wealth Planning Associate to join their growing advisory support team.

This is more than an administrative role—it's a launchpad into a rewarding career path where your talents, ambition, and knowledge of financial services will be supported and developed.

Why This Opportunity Stands Out

This firm has built a reputation for delivering innovative wealth planning strategies, tailored investment portfolios, and a commitment to exceptional client relationships. With a culture grounded in collaboration, integrity, and continuous learning, you'll be joining a workplace where your contributions truly matter—and your potential has room to grow.

What You'll Be Doing

As a key partner to a high-performing team of Wealth Advisors, you will:

• Provide day-to-day support in the delivery of comprehensive financial planning services.
• Coordinate client reviews, manage scheduling, and prepare meeting packages.
• Analyze insurance needs and help assemble tailored investment reports.
• Liaise with internal departments to execute client transactions and inquiries.
• Deliver responsive, top-tier service in a high-touch environment.
• Continuously build your financial knowledge to stay ahead of the curve.

What We're Looking For

• A minimum of 3 years' experience in a client-facing capacity within the wealth or financial advisory industry.
• Completion of the Canadian Securities Course (CSC).
• Strong analytical skills and numerical literacy.
• Excellent communication, time management, and interpersonal skills.
• Proven ability to juggle multiple tasks and thrive under pressure in a fast-paced, deadline-driven setting.

Bonus Points If You Have:

• Progress toward, or completion of, CFP, QAFP, CIM, CFA Level 1, or LLQP.
• Experience using Salesforce or other CRM platforms.

Your Growth Starts Here

Whether your long-term ambition is to deepen your expertise as a Wealth Planning Associate or to move toward an advisory role, this is a workplace that invests in its people. If you're ready to bring your energy, precision, and passion for service into a values-driven organization—let's connect.

At Humans of HR, we support the development and growth of our candidates to reach their full potential. If you are thinking about your next career move and the above role is just the right fit, please send us your resume along with a cover letter in confidence and one of our consultants will be in touch for a confidential discussion.