Ryan Lamontagne Inc. has established itself as one of the leading practitioners of financial planning in Canada. We continue to push the boundaries of the profession and have a culture of innovation where our planners and employees can make a difference. We are always looking for like-minded, dynamic individuals to come and join our growing team.

 


Great news! Ryan Lamontagne Inc. is looking to hire a Financial Planning Associate.

 

Job Title: Financial Planning Associate

Location: Ottawa, ON

Employment Type: Full-Time Permanent

Closing Date: January 26, 2018

 

Duties & Responsibilities:

The Associate is responsible for providing support to the Firm`s Financial Planners, and for providing general advice to clients. The Associate will interact with individual clients to collect and review personal financial information including personal income tax returns. They will conduct research and analysis, prepare financial modeling and advice documents, prepare administrative and account opening documents, prepare tax returns, draft financial plans, and participate in client meetings. They will also be assigned various marketing and administrative tasks which may include working on special projects. All of this work is conducted under the guidance of a Senior Financial Planner.

 

Education & Experience:

You have a university or college degree in Business Administration or Commerce, and you are working towards the Certified Financial Planner (CFP) designation. You are a self-starter with superior technical skills and you excel at client servicing. Your experience may include working with financial planning software, tax preparation, banking, investment management, or general financial counselling.

 

Working Conditions:

You will be working as part of a collegial team of interdisciplinary professionals. We foster a creative atmosphere that encourages growth and personal development. We provide a high level of training and significant opportunity for advancement.

 

Compensation:

Salary of $47,000 plus bonus

Comprehensive benefits package

 

Application:

Please submit a cover letter and CV to This email address is being protected from spambots. You need JavaScript enabled to view it. or fax to 613-596-2441

 


Contact

Schedule an Initial Consultation

Phone: (613) 596-3353
1565 Carling Avenue, Suite 602
Ottawa, Ontario, Canada K1Z 8R1

We have been providing financial services to Ottawa Professionals, Small Business Owners and Families since 1994. Give us a call today to discuss your financial objectives. We'd love to hear from you!