Join a Growing and Client-Focused Team
Lacasse, de la Riera & Associates is seeking an experienced and motivated Financial Planner to join our growing team.
Our practice specializes in investment management, tax planning, and estate planning, helping families navigate the complex and evolving needs of their wealth, goals, and life projects. As our client base continues to grow, we are looking for a dedicated professional who shares our commitment to delivering exceptional service and comprehensive financial advice.
This is an exciting opportunity for a financial professional who is looking to deepen their expertise within an established and highly collaborative planning practice.
Whether you are seeking the next step in your career or looking to transition your existing book of business, our team is structured to support your success. Clients are welcomed through a seamless onboarding experience led by dedicated professionals, ensuring continuity of service and peace of mind for both advisors and clients.
You will work alongside a team of experienced financial professionals who are passionate about helping clients achieve clarity, confidence, and long-term financial success.
Key Responsibilities
Client Relationship Management
- Engage with clients as either the primary advisor or in a supporting role
- Build strong, trust-based relationships with clients and their families
- Develop a deep understanding of client goals, values, and financial priorities
- Deliver a consistent, high-quality client experience
Financial Planning
- Prepare and maintain comprehensive financial plans, including:
- Retirement planning
- Investment strategy
- Tax optimization
- Estate and legacy planning
- Risk management (insurance needs)
- Use financial planning software to create accurate and actionable plans
- Proactively update plans as client circumstances evolve
Portfolio Implementation & Trading
- Execute trades in accordance with client strategies and IIROC compliance standards
- Support portfolio rebalancing and implementation of recommendations
- Ensure portfolios remain aligned with client objectives and risk profiles
Meeting Preparation & Follow-Up
- Prepare meeting materials and financial projections
- Attend client meetings and take detailed notes
- Draft clear and concise meeting summaries with actionable next steps
- Ensure timely completion of all follow-ups
Administrative & Operational Support
- Assist with account opening and documentation
- Support digital and in-person client signatures
- Maintain up-to-date and accurate client records in CRM systems
Compliance & Professional Standards
- Maintain active IIROC licensing in good standing
- Ensure all activities adhere to regulatory, compliance, and firm guidelines
- Maintain thorough documentation for all client interactions and recommendations
Client Service & Team Collaboration
- Respond to client inquiries in a timely, professional manner
- Collaborate closely with advisors and team members to deliver integrated advice
- Contribute to continuous improvement of internal processes and client experience
Compensation & Benefits
- Fixed base salary (70,000$ to 120,000$ depending on experience)
- Performance-based bonus structure
- Contribution Pension plan participation
- Comprehensive medical and health benefits
Qualifications & Skills
- IIROC licensed (or in process/willing)
- Financial planning designation (in progress considered an asset)
- Strong interpersonal and relationship-building skills
- High attention to detail and organizational discipline
- Ability to manage multiple client files and priorities
- Solid understanding of investment products, tax, and wealth planning strategies
Join Our Team
If you are passionate about helping families achieve their financial goals and want to be part of an elite financial planning practice committed to excellence, we would love to hear from you.
Apply today and discover how we can help you build the next chapter of your career while continuing to deliver exceptional value to clients.
Pay: $60,000.00-$130,000.00 per year
Benefits:
- Company events
- Flexible schedule
- On-site parking
- Work from home
Work Location: Hybrid remote in Laval, QC
