Junior associate financial planner
- Rocky Mountain House, AB, Canada
Full-time
Applications open in a new tab.
Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job 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
More about this job
Responsibilities
Meet with clients, gather financial information, explain plans clearly, and develop budgets, cash flow plans, debt-reduction strategies, retirement projections, and savings strategies. Support senior advisors with complex cases and maintain accurate records in CRM and financial planning software.
Requirements
Applicants should have 1–2 years of experience in financial planning, banking, insurance, or another client-facing financial role, along with a strong understanding of budgeting, cash flow, debt, and registered accounts. A relevant planning designation or progress toward one is a significant asset; a post-secondary certificate or diploma in finance, business, or a related field is also an asset, alongside strong communication, organization, reliability, integrity, and coachability.
Skills
- Financial Planning
- Client Communication
- Budgeting
- Cash Flow Planning
- Debt Reduction
- Retirement Planning
- Savings Strategies
- Registered Accounts
- Client Information Gathering
- Financial Plan Preparation
- CRM Recordkeeping
- Planning Software
- Attention to Detail
- Organization
- Integrity
- Coaching and Learning
Benefits
- Profit Sharing
- Written Development Plan
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Customer Service & Support
Keywords
- Financial Planning
- QAFP
- PFP
- CFP
- CLU
- Budgeting
- Cash Flow
- Debt Reduction
- Retirement Projections
- RRSP
- TFSA
- FHSA
- RESP
- Client Meetings
- Financial Plans
- CRM
- Planning Software
- Registered Accounts
- Profit Sharing
- Financial Services