ZipRecruiter

Log In

1

Associate Financial Planner Jobs in Ontario (NOW HIRING)

Td

Associate Planner - Bowmanville

Bowmanville, ON · On-site

CA$60K - CA$70K/yr

Join Our Team as a Financial Planner Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on ...

Td

Associate Planner - Brantford, ON

Brantford, ON · On-site

CA$60K - CA$70K/yr

Join Our Team as a Financial Planner Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on ...

Td

CA$60K - CA$70K/yr

Join Our Team as a Financial Planner Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on ...

previous pagenext page

Showing results 21-40

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Ontario

Associate Financial Planner information

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.

What are the key skills and qualifications needed to thrive as an associate financial planner, and why are they important?

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What is the difference between Associate Financial Planner vs Financial Advisor?

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

More about Associate Financial Planner jobs

What are the most commonly searched types of Financial Planner jobs in Ontario?

The most popular types of Financial Planner jobs in Ontario are:

What are popular job titles related to Associate Financial Planner jobs in Ontario?

For Associate Financial Planner jobs in Ontario, the most frequently searched job titles are:

What job categories do people searching Associate Financial Planner jobs in Ontario look for?

The top searched job categories for Associate Financial Planner jobs in Ontario are:

What cities in Ontario are hiring for Associate Financial Planner jobs?

Cities in Ontario with the most Associate Financial Planner job openings:

What are popular job titles related to Associate Financial Planner jobs in ON?

For Associate Financial Planner jobs in ON, the most frequently searched job titles are:

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Ontario as of August 2026, with employment types broken down into 78% Full Time, 19% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

RBC Career Event - Retail Banking, Financial Planning, Career Sales Force Roles - Ottawa West and...

Royal Bank of Canada

Perth, ON • On-site

Full-time

Re-posted 14 days ago

Job description

Job Description

This event is for candidates interested in working in the following locations:

Kanata, Stittsville, Carleton Place, Almonte, Perth, Smiths Falls, Arnprior, Renfrew, Pembroke, Petawawa.

Be part of an organization that wants to bring out the best in you!

We are offering a unique experience for you to join us for a RBC Career Event. You will have the chance to network, meet some of the leadership team, and learn about RBC and the following roles:

  • Client Advisor
  • Banking Advisor
  • Financial Advisor
  • Financial Planning, Relationship Manager
  • Financial Planning, Investment & Retirement Planning
  • Mortgage Specialist


Target audience: We are looking for individuals who are passionate about helping clients reach their dreams and financial goals, preferably supported with some or all of the following accreditations where applicable:

  • Mutual Funds accreditation (IFIC or CSC)
  • Certificate in Financial Services Advice (offered through CSI)
  • PFP (Personal Financial Planner)
  • CFP (Certified Financial Planner)
  • QAFP (Qualified Associate Financial Planner)

Date: Tuesday, September 15th 2026

Location: To be shared with confirmed attendees - (In-Person Event in Kanata)

Time: 5:00 PM to 7:30 PM

This event is by invitation only: All qualified applicants will receive a registration form through e-mail with their session time. Qualified registrants may be contacted to review their resume in more detail.

  • RBC included on the 2025 list of "Best Workplaces in Canada by Great Place to Work
  • RBC is recognized as one of Canada's Greenest Employers
  • RBC is recognized as one of Canada's Best Diversity Employers
  • RBC is recognized as one of Canada's Top Employers for Young People
  • RBC named 'North American Retail Bank of the Year' for 3rd consecutive year

Job Skills

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy

Additional Job Details

Address:

500 HAZELDEAN RD:OTTAWA

City:

Ottawa

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-21

Application Deadline:

2026-08-31

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Employment Type: FULL_TIME

Apply