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Entry Level Financial Planning Jobs in Ontario (NOW HIRING)

Optimize Financial Group

Be Seen First

Junior Associate

Toronto, ON · On-site

We offer personalized financial solutions covering financial planning, portfolio management, tax ... This entry-level role is a great opportunity for someone looking to gain experience in the ...

Amrize

Quality Control Technician

Hamilton, ON · On-site

This is an entry-level position that gives a good opportunity to build a solid career at Amrize ... Access to voluntary programs like RRSP and TFSA for future financial planning. * Healthy Living ...

Amrize

Quality Control Technician

Brantford, ON · On-site

This is an entry-level position that gives a good opportunity to build a solid career at Amrize ... Access to voluntary programs like RRSP and TFSA for future financial planning. * Healthy Living ...

Amrize

Quality Control Technician

Waterford, ON · On-site

This is an entry-level position that gives a good opportunity to build a solid career at Amrize ... Access to voluntary programs like RRSP and TFSA for future financial planning. * Healthy Living ...

Focus Financial Partners

Onboarding Specialist

Toronto, ON · On-site

CA$55K - CA$65K/yr

This is an entry-level role and a great opportunity for someone who enjoys working with clients ... We are dedicated to providing investment management, financial, estate, and tax planning solutions ...

ACES

CA$90K - CA$105K/yr

... and financial planning assistance. * Technology Support: Receive a company-paid laptop and ... Possess enthusiasm for training, managing, and supporting entry-level staff. * Compliance: Meet ...

Celestica International LP

Tax Analyst

Toronto, ON · On-site +1

This entry-level role requires attention to detail, a developing analytical mindset, and the ... Collect and organize financial data relevant for tax reporting and analysis. Review system reports ...

YORK1

Junior Accounts Payable Administrator

Toronto, ON · On-site

CA$40K - CA$45K/yr

This is an entry-level position focused primarily on the administrative and document-processing ... Learn YORK1's financial and operational systems, including TRUX and applicable ERP platforms.

York1

Junior Accounts Payable Administrator

Toronto, ON · On-site

CA$40K - CA$45K/yr

This is an entry-level position focused primarily on the administrative and document-processing ... Learn YORK1's financial and operational systems, including TRUX and applicable ERP platforms.

Nasdaq

... to project planning activities including scope, scheduling, and stakeholder alignment, working under the guidance of senior colleagues. Required Qualifications * Bachelor's degree in Finance ...

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All JobsFinancial Planning JobsEntry Level Financial Planning JobsEntry Level Financial Planning Jobs in Ontario

Entry Level Financial Planning information

What is entry level financial planning?

Entry level financial planning refers to roles where professionals help individuals or businesses manage their finances, such as budgeting, saving, investing, and planning for retirement. People in these positions typically work under the supervision of experienced financial planners and may assist with preparing client reports, researching investment options, and learning the basics of financial advising. These roles are ideal for recent graduates or those new to the finance industry who want to gain experience and work toward certifications like CFP (Certified Financial Planner). Entry level financial planners often develop strong analytical, communication, and client service skills, which are essential for career growth in the financial planning field.

What are the key skills and qualifications needed to thrive as an entry level financial planner?

To thrive as an Entry Level Financial Planner, you need a solid understanding of financial principles, analytical skills, and a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software, spreadsheets, and pursuing certifications like CFP or Series 7/63 is often expected. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly are vital soft skills. These competencies help ensure accurate planning, regulatory compliance, and client trust, which are essential for long-term success in financial services.

What are some common challenges faced by entry level financial planners, and how can they overcome them?

Entry-level financial planners often face challenges such as building a client base, gaining trust, and staying updated with evolving financial regulations. It can be intimidating to establish relationships with clients who may prefer more experienced advisors. To overcome these hurdles, new planners can focus on continuous learning, seek mentorship, and leverage networking opportunities within their firm or industry groups. Regularly attending training sessions and collaborating with senior team members can also accelerate skill development and confidence.

What is the difference between Entry Level Financial Planning vs Financial Advisor?

AspectEntry Level Financial PlanningFinancial Advisor
CertificationsBasic certifications (e.g., CFP® exam prep, FINRA licenses)Typically holds CFP®, Series 7, 66, or 65 licenses
Work EnvironmentInternships, entry-level firms, financial planning firmsIndependent or firm-based, client-facing roles
Job FocusAssisting with financial plans, research, data gatheringProviding personalized financial advice, client management
Experience Level0-2 years2+ years experience often required

Entry Level Financial Planning roles typically involve supporting financial advisors and gaining foundational knowledge, while Financial Advisors actively manage client portfolios and provide tailored financial advice. The entry-level position is a stepping stone toward becoming a licensed and experienced financial advisor.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain a relevant bachelor's degree such as finance, accounting, or economics, and develop skills in financial analysis and client communication. Gaining internships or certifications like the Series 7 or Certified Financial Planner (CFP) can improve job prospects, and applying through company websites or job boards is common for entry-level roles.

How to start a career in entry level financial planning?

To start a career in entry level financial planning, obtain a relevant bachelor's degree such as finance, accounting, or economics, and develop strong analytical and communication skills. Gaining industry certifications like the Series 7 or Certified Financial Planner (CFP) can improve job prospects, and entry-level roles often require familiarity with financial software and client service experience.

What is the best entry-level financial planning job?

An entry-level financial planning role typically involves assisting with client financial analysis, preparing reports, and supporting financial advisors. Common positions include financial planning assistant or paraplanner, often requiring knowledge of financial software and certifications like the CFP exam. These roles provide foundational experience for a career in financial planning.

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

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

What are popular job titles related to Entry Level Financial Planning jobs in Ontario?

For Entry Level Financial Planning jobs in Ontario, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Planning jobs in Ontario look for?

The top searched job categories for Entry Level Financial Planning jobs in Ontario are:

What cities in Ontario are hiring for Entry Level Financial Planning jobs?

Cities in Ontario with the most Entry Level Financial Planning job openings:

Entry Level Financial Planning jobs near you
Infographic showing various Entry Level Financial Planning job openings in Ontario as of August 2026, with employment types broken down into 100% Full Time. Highlights an 72% In-person, 14% Hybrid, and 14% Remote job distribution.

Associate Advisor

Desjardins Financial Security Independent Network - Ottawa #118

Ottawa, ON • Hybrid

Full-time

Re-posted 14 days ago

Job description

Associate Advisor
Desjardins Financial Security Independent Network - Ottawa, Kingston or London ON | Hybrid | Full-Time, Permanent

About the Role

We're growing - and we're looking for the right person to grow with us.

DFSIN Ottawa is hiring an Associate Advisor to join a high-performing, client-obsessed team that genuinely loves what it does. This isn't an entry-level seat-filler role. We're looking for someone with real experience, sharp instincts, and a genuine passion for helping clients build financial security for themselves and their families.

You'll work closely with a Principal Advisor to deliver exceptional service to an existing client base - preparing for meetings, executing on financial plans, managing portfolios, and building the kind of long-term client relationships that define a great practice.

If you're looking for a place where your work actually matters, where there's room to grow, and where the culture is built around people - this might be exactly what you've been looking for.

What You'll Do

  • Deliver exceptional day-to-day client service and build lasting relationships
  • Prepare for client meetings and execute recommendations from financial plans
  • Conduct research and analysis to support financial planning and investment strategies
  • Collaborate with the Principal Advisor on portfolio monitoring and management
  • Maintain accurate client records using CRM tools
  • Support cash management, budgeting, and forecasting as needed

What You Bring

  • Active Mutual Funds and Life Insurance licences (required)
  • CFP designation or actively working toward it (strong preference)
  • Mid-level experience in financial services - you know your way around a financial plan
  • Strong analytical skills and a sharp eye for detail
  • Excellent communication and relationship-building skills
  • A client-first mindset, always
  • Driver's licence and access to a vehicle
  • Ability to work independently and as part of a collaborative team

What We Offer

  • Competitive salary plus bonus and commission potential
  • potential for employee benefits and RRSP matching program
  • Hybrid work arrangement
  • A team that invests in your growth - we want you to build a long-term career here, not just fill a seat
  • A culture that actually walks the talk on work-life balance

About DFSIN Ottawa

Desjardins Financial Security Independent Network is backed by Desjardins Group - the largest cooperative financial group in Canada. We operate with a team-based mentality, a deep commitment to client wellbeing, and a vision to lead the industry through tailored, ethical, and innovative financial planning.

We're proud of the culture we've built here - and we protect it by hiring carefully.

Sound like you?

We'd love to hear from you. Apply with your resume and a brief note about why this role caught your attention.

Apply