Career at Financial Planning Simplified

At Financial Planning Simplified, we specialize in estate planning, trust formation, asset protection, and deploying tax-efficient strategies to empower Canadians to secure their financial future. Based in Ontario, Canada, our mission is to simplify complex financial planning for our clients. We are seeking young, motivated individuals eager to build a rewarding career in the finance industry.

We are a dynamic, client-focused firm committed to integrity, innovation, and excellence. Whether you already hold an HLLQP (Harmonized Life License Qualification Program) license or are new to the industry, we offer opportunities to grow and advance. Our Associate role is designed for licensed professionals, while our Trainee Associate role includes onboard training and support to help you obtain your HLLQP license. Both roles provide a clear path to becoming an independent broker within our organization. Join us to make a meaningful impact while building a successful career.

• Specialized Expertise: Work in a firm focused on estate planning, trust formation, asset protection, and tax-efficient strategies.
• Career Advancement: Opportunity to progress to an independent broker role within the organization.
• Onboard Training: Comprehensive training and support for Trainee Associates to obtain their HLLQP license.
• Client-Centric Culture: Join a team that prioritizes trust, transparency, and long-term client relationships.
• Flexible Work Options: Enjoy a balance of in-office and remote work, tailored to your role.
• Supportive Environment: Collaborate with a team that values open communication, diversity, and mutual respect.

Location: Ontario, Canada (Hybrid)
Type: Full-Time  

About the Role:
As an Associate, you’ll leverage your HLLQP license to work directly with clients, creating customized financial plans focused on estate planning, trust formation, asset protection, and tax-efficient strategies. This role offers the opportunity to grow within our organization and advance to an independent broker role.

Responsibilities:

• Develop and present tailored financial plans for clients.
• Conduct comprehensive financial assessments, focusing on estate and asset protection strategies.
• Build and maintain strong client relationships through regular follow-ups.
• Stay updated on industry trends, regulations, and best practices.
• Collaborate with team members to enhance service offerings.

Qualifications:

• Valid HLLQP (Harmonized Life License Qualification Program) license.
• Minimum of 1-2 years of experience in financial planning or a related field.
• Knowledge of Canadian tax laws, estate planning, and investment products. preferred.
• Excellent communication and interpersonal skills.
• Self Motivated to build independent brokerage team

Why You’ll Love It:
This role offers licensed professionals the chance to make a tangible impact on clients’ financial futures while advancing toward an independent broker role in a supportive, dynamic environment.

Location: Ontario, Canada (Hybrid)
Type: Full-Time /Part Time 

About the Role:
As a Trainee Associate, you’ll work closely with experienced advisors to learn the intricacies of estate planning, trust formation, asset protection, and tax-efficient strategies. We’ll provide onboard training and support to help you obtain your HLLQP license, setting you on a path to become an independent broker within our organization.

Responsibilities:

• Assist senior advisors in creating customized financial plans for clients.
• Learn to conduct financial assessments under supervision.
• Learn to build your own team leading to Independent Brokerage.
• Support clients with administrative tasks and follow-ups.
• Study and prepare for the HLLQP licensing exam with company-provided resources.
• Participate in client meetings to gain hands-on experience.

Qualifications:

• Motivated individual with a strong interest in building a career in finance.
• No prior experience or license required; training provided.
• Excellent communication and interpersonal skills.
• Strong organizational skills and eagerness to learn.
• Post-secondary education in finance, business, or a related field is an asset.

Why You’ll Love It:
This role is ideal for driven individuals looking to break into the finance industry. With our training and mentorship, you’ll gain the skills and credentials to advance to an independent broker role.

At Financial Planning Simplified, we believe diversity strengthens our team and enhances our ability to serve clients. We are committed to fostering an inclusive workplace where everyone feels valued and respected, regardless of background, identity, or experience.

Contact Us
Have questions about our career opportunities? Reach out to us at careers@financialplanningsimplified.ca.