Associate Financial Planner

About our Team:

At Hadjiyianni Financial Group, we believe great financial advice goes beyond managing investments.

Our practice focuses on advanced financial planning, personalized discretionary managed solutions, and helping individuals, families, and business owners make confident decisions about their financial future.

We're a small, capable, and committed team that takes tremendous pride in the work we do. We hold ourselves to a high fiduciary standard, believe in doing things the right way, and strive to care for our clients the same way we would care for our own family.

We value strong relationships, attention to detail, and a genuine commitment to helping people. Just as importantly, we're committed to maintaining a close-knit, supportive team where everyone contributes, works together, and takes pride in what we accomplish.

As our practice continues to grow, we are looking for the right person to grow with us.

The Opportunity

We're looking for a motivated, trustworthy, and highly coachable Associate Financial Planner to become an important part of our team.

This individual will work closely alongside our lead advisor and Portfolio Manager, supporting advanced financial planning, investment research, client relationships, and the delivery of exceptional financial advice.

We're looking for more than someone to simply complete assigned tasks. We want a meaningful contributor who takes initiative, is willing to roll up their sleeves, and takes genuine pride in delivering a remarkable client experience supported by thoughtful, comprehensive financial planning.

This is an excellent opportunity for someone who enjoys the technical and relationship-building aspects of wealth management and wants to develop their career without the immediate pressure of building their own client base.

You'll receive hands-on mentorship, work directly with clients, and gradually take on greater responsibilities as your skills develop.

You will also look for opportunities to increase the teams Assets under Management.

Key Responsibilities:

• Support the development and implementation of comprehensive financial and retirement plans.
• Conduct investment research, portfolio analysis, and financial planning investigations.
• Assist with client meeting preparation, attend meetings, and coordinate follow-up activities.
• Prepare insurance quotes and needs analysis
• Communicate directly with clients, helping ensure their questions and needs are handled promptly and professionally.
• Work collaboratively with our administrative team to ensure client-related activities are completed accurately and efficiently.
• Assist with Marketing initiatives.
• Maintain accurate client records and assist with documentation and compliance requirements.
• Identify opportunities to improve processes, enhance the client experience, and contribute to the overall success of the practice.
• Demonstrate initiative, accountability, and ownership in day-to-day responsibilities.

Who we are looking for:

We're looking for someone who is passionate about financial planning, enjoys helping people, and wants to be part of a team that takes its work seriously while genuinely enjoying working together.

The ideal candidate is:

• Trustworthy and dependable: Someone with strong integrity, sound judgment, and a commitment to doing what is right.
• Coachable and eager to learn: Open to feedback, curious, and motivated to continuously improve.
• A genuine team player: Willing to pitch in, support colleagues, and contribute wherever needed.
• Proactive and resourceful: Someone who takes initiative, solves problems, and follows through.
• Detail-oriented: Takes pride in producing thorough, accurate, and high-quality work.

Qualifications:

• Ideally 1-3 years minimum of experience in financial services, financial planning, or wealth management an asset however willing to train.
• Licensed to deal in securities in Canada with a with plans to obtain their CFP designation and / or CIM designation
• Life Insurance & Accident and Sickness Insurance license considered a strong asset.
• Strong understanding of investment products and personal financial planning concepts.
• Excellent organizational, analytical, and communication skills.
• Comfortable using financial planning software, CRM systems, and Microsoft Office.
• A genuine interest in continued professional development.

What We Offer:

• Competitive salary, plus a discretionary performance bonus.
• A health and retirement benefits package.
• Direct mentorship and hands-on experience working alongside experienced financial advisors and Portfolio Manager.
• Meaningful exposure to advanced financial planning, retirement strategies, discretionary investment management, estate planning, and client relationships.
• A small, supportive, and close-knit team environment.
• Opportunities for ongoing professional development and increasing responsibility.
• The potential to grow into a Financial Advisor position within our practice.

Position Details:

• Location: Waterloo, Ontario
• Employment: Full-time, 37.5 hours per week
• Regular office hours: Monday to Friday, 8:30 AM – 5:00 PM
• Work arrangement: In-office position, not remote.
• Flexibility: Occasional early morning or evening client meetings may be required as well as participation in evening client events
• Anticipated start date: TBD

Join our Team:

We're proud of the relationships we've built with our clients and the standard of service we provide. We believe exceptional financial advice comes from combining strong technical knowledge with genuine care for the people we serve.

If you're someone who takes pride in your work, enjoys being part of a close-knit team, and wants to make a meaningful contribution to a growing wealth management practice, we'd love to hear from you.