Financial Planning Paraplanner — Data, Analysis & Prep
Job in
Hamilton, Ontario, E8H, Canada
Listing for:
Kestra Financial Independent Advisor
Full Time
position
Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
A financial services firm in Hamilton, Ontario is seeking a Paraplanner to support Lead Advisors by providing technical assistance and client service. The Paraplanner will manage data in financial planning software, prepare for client meetings, and analyze investments. Ideal candidates should have a Bachelor's degree in finance or accounting, along with over 3 years of experience in financial services. Knowledge of broker/dealer operations and relevant licenses are essential for success in this role.
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