Posted yesterday
Junior associate financial planner
@ RJ Mountain Wealth
Rocky Mountain House, Alberta
Overview
RJ Mountain Wealth is hiring a full-time, on-site junior associate financial planner in Rocky Mountain House, Alberta. The role involves meeting clients, building budgets, cash flow and retirement plans, and supporting senior advisors, with travel to the Sundre and Red Deer offices and for training. The posting states salary plus profit sharing and a written development plan.
Responsibilities:
- Meet clients and gather their information
- Build budgets, cash flow plans and debt-reduction strategies
- Prepare retirement projections and RRSP, TFSA, FHSA and RESP strategies
- Support senior advisors on complex cases
- Keep accurate records in CRM and planning software
Requirements summary:
- 1-2 years in financial planning, banking, insurance or client-facing finance
- Planning designation (QAFP, PFP, CFP, CLU) or progress toward one is a significant asset
- Post-secondary certificate or diploma in finance, business or related field is an asset
- Strong grasp of budgeting, cash flow, debt and registered accounts
- Clear, warm communicator who explains simply
Tools & skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- 2026-11-12
- First seen by our source
- 2026-11-14
- Source record updated
- 2026-11-14
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Business operations |
| Experience | 1+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: minimal |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | QAFP, PFP, CFP, CLU |
| Education | College diploma (preferred) |
| Fields of study | finance, business |
| Perks mentioned | Performance bonus |
Summary and details written by AI from the posting; the employer’s posting is the authority.
RJ Mountain Wealth
| Field | Value |
|---|---|
| Open jobs on Jobsy | 1 |
About us
RJ Mountain Wealth is a family-focused planning firm in Rocky Mountain House, serving farm families, business owners and retirees across central Alberta. We're planning-led, not product-led, and we help every family gain the confidence to live life on their own terms.
About the role
This is a full-time, on-site role for an early-career planner who wants to practise real financial planning from day one. Some travel is required to our Sundre and Red Deer offices and for training.
This is not a sales role. You'll help clients build a strong financial foundation and find solutions that genuinely fit, always with complete integrity. Our senior advisors will coach you every step of the way.
What you'll do
• Meet clients, gather their information and explain plans in plain language
• Build budgets, cash flow plans and debt-reduction strategies
• Prepare retirement projections and savings strategies (RRSP, TFSA, FHSA, RESP)
• Support senior advisors on more complex planning cases
• Keep accurate records in our CRM and planning software
What we offer
• Salary plus profit sharing
• A written development plan
• A close-knit team that values integrity, learning and fun
What you bring
• 1–2 years in financial planning, banking, insurance or another client-facing financial role
• A planning designation (QAFP, PFP, CFP or CLU), or progress toward one, is a significant asset
• A post-secondary certificate or diploma in finance, business or a related field is an asset
• Strong grasp of budgeting, cash flow, debt and registered accounts
• A clear, warm communicator who explains things simply
• Organized, detail-oriented and reliable
• Integrity: the client's interests always come first
• Ambitious, coachable and eager to grow
Journal
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