Financial Planning Associate (Mandarin)

📋 Description

• Prepare and maintain client files, coordinate appointments, manage schedules, and complete
• Provide administrative support throughout client engagements while maintaining required compliance
• Work closely with Financial Planning Consultants and internal partners to coordinate activities and
• Support business growth by proactively identifying opportunities, improving team processes, and
• Listen carefully to client needs, ask thoughtful questions, and take ownership of issues while
• Handle sensitive client information with professionalism, discretion, sound judgment, and strict

🎯 Requirements

• Experience in financial services, banking, client service, administration, or a related environment
• Strong organizational skills with the ability to prepare documentation, coordinate schedules
• Excellent communication and interpersonal skills, with the ability to build trusted relationships
• Strong problem-solving and analytical thinking abilities, including the confidence to take
• Demonstrated professionalism, discretion, and sound judgment when working with confidential or
• A client-first mindset, with genuine interest in understanding client needs and delivering

🎁 Benefits

• Annual base salary ranging from $50,840 to $59,350 CAD, with progression within the salary range
• Competitive incentive compensation opportunities.
• Comprehensive employee benefits program, subject to applicable plan terms and conditions.
• Defined benefit pension plan, subject to applicable eligibility and plan terms.
• Employee share purchase plan.
• Vacation offering and wellbeing support.