Affiance Financial | Associate Financial Planner
As a key member of our team, the Associate Financial Planner will work closely with the business
development, client support, and investments and trading teams to serve both existing and new clients.
Responsibilities include preparing for financial planning meetings, supporting client discussions, and
documenting key decisions and next steps. Additionally, this role involves ongoing client communication,
researching and implementing tailored financial solutions, and contributing to the overall success of the firm.
The ideal candidate is a team-oriented problem solver with a positive attitude, eager to learn, grow, and uphold
our mission: working to make lives better. This position reports to the Director of Marketing and Business
Development.
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