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Junior associate financial planner

@ RJ Mountain Wealth

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Rocky Mountain House, Alberta

Temps plein1+ ans d’expérience
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RJ Mountain Wealth is hiring a full-time, on-site junior associate financial planner in Rocky Mountain House, Alberta. The role involves meeting clients, building budgets, cash flow and retirement plans, and supporting senior advisors, with travel to the Sundre and Red Deer offices and for training. The posting states salary plus profit sharing and a written development plan.

Responsabilités :

  • Meet clients and gather their information
  • Build budgets, cash flow plans and debt-reduction strategies
  • Prepare retirement projections and RRSP, TFSA, FHSA and RESP strategies
  • Support senior advisors on complex cases
  • Keep accurate records in CRM and planning software

Résumé des exigences :

  • 1-2 years in financial planning, banking, insurance or client-facing finance
  • Planning designation (QAFP, PFP, CFP, CLU) or progress toward one is a significant asset
  • Post-secondary certificate or diploma in finance, business or related field is an asset
  • Strong grasp of budgeting, cash flow, debt and registered accounts
  • Clear, warm communicator who explains simply

Outils et compétences

CRM softwareFinancial planning software
Source et dates

Type de source non vérifié · apify-linkedin

Date publiée par l’employeur
2026-11-12
Première détection par notre source
2026-11-14
Mise à jour du dossier source
2026-11-14

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauDébutant
DomaineOpérations
Expérience1 an(s) et plus
Heures par semaine40 (estimé)
Déplacementsavion : aucun · route : minimes
Milieu de travailBureau, Chez les clients
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Permis et certificationsQAFP, PFP, CFP, CLU
FormationCollégial (DEC) (préféré)
Domaines d’étudesfinance, business
Avantages mentionnésPrime de rendement

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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RJ Mountain Wealth

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ChampValeur
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Description

About us
RJ Mountain Wealth is a family-focused planning firm in Rocky Mountain House, serving farm families, business owners and retirees across central Alberta. We're planning-led, not product-led, and we help every family gain the confidence to live life on their own terms.

About the role
This is a full-time, on-site role for an early-career planner who wants to practise real financial planning from day one. Some travel is required to our Sundre and Red Deer offices and for training.

This is not a sales role. You'll help clients build a strong financial foundation and find solutions that genuinely fit, always with complete integrity. Our senior advisors will coach you every step of the way.

What you'll do
• Meet clients, gather their information and explain plans in plain language
• Build budgets, cash flow plans and debt-reduction strategies
• Prepare retirement projections and savings strategies (RRSP, TFSA, FHSA, RESP)
• Support senior advisors on more complex planning cases
• Keep accurate records in our CRM and planning software

What we offer
• Salary plus profit sharing
• A written development plan
• A close-knit team that values integrity, learning and fun

What you bring
• 1–2 years in financial planning, banking, insurance or another client-facing financial role
• A planning designation (QAFP, PFP, CFP or CLU), or progress toward one, is a significant asset
• A post-secondary certificate or diploma in finance, business or a related field is an asset
• Strong grasp of budgeting, cash flow, debt and registered accounts
• A clear, warm communicator who explains things simply
• Organized, detail-oriented and reliable
• Integrity: the client's interests always come first
• Ambitious, coachable and eager to grow

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