Associate financial planner

part-time & Remote

We’re seeking an Associate Financial Planner to join the team and take ownership of a small book of high-touch client relationships from day one. This role is client-facing and advisory in nature, with responsibility for leading meetings, building financial plans, and supporting clients through ongoing communication between sessions.

Each planner will begin with approximately seven clients on a quarterly meeting cadence, with the book expected to grow over time. This is a fully remote role that offers autonomy and flexibility, paired with a high level of trust, accountability, and communication.

This role is ideal for someone who became a financial planner to give genuinely good advice, not to sell products or work within commission-driven structures.

Responsibilities

• Lead client strategy sessions and ongoing financial planning conversations.

• Prepare and run client meetings covering net worth, cash flow, debt strategy, savings optimization, and investment portfolio review.

• Set a clear agenda for each meeting and invite client input to ensure priorities are addressed.

• Review client profiles in advance to ensure meetings are informed, relevant, and meaningful.

• Provide clear, structured follow-up summaries after each meeting, including action items and next steps.

• Build financial analysis and planning documents, including net worth statements, budgeting tools, mortgage analysis, and full financial plans.

• Research and respond to client-specific financial planning questions as they arise.

• Support clients between meetings with timely, clear, and empathetic communication.

• Manage your own availability and communication boundaries within a remote, high-trust environment.

Qualifications

• Credentialed: Junior CFP® or Certified Financial Coach.

• 3+ years of experience in financial planning, ideally within a fee-only environment.

• Direct client-facing experience leading financial planning conversations.

• Strong analytical skills with comfort working through complex financial situations.

• Excellent written and verbal communication skills with strong attention to detail.

• Experience supporting high-net-worth or complex client profiles is an asset.

• Professional presence in virtual and in-person client settings.

Commitment & Work Structure

• Remote-first role with flexible structure and self-managed schedule

• Approximately 7 active clients at start, growing over time

• Support provided through administrative scheduling assistance (EA support included)

A Note on Fit

This is a fee-only, advice-only planning role. There are no commissions, no product sales, and no sales targets. If you are aligned with a purely advice-led planning model and client-first philosophy, this environment may be a strong fit.

Interested In Applying?

If you are interested in contributing to a mission-driven financial firm and growing within an entrepreneurial environment, please submit your resume to rosalie@dedita.ca.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.