About Us
Matthews + Associates is a retirement-focused wealth management firm in Peterborough, Ontario, operating under Aligned Capital Partners Inc. (ACPI) as broker-dealer. We manage roughly $110M for about 110 households. We run as a single advisory pod today and are building toward multiple pods as we scale, so this is an early, foundational seat on a growing team.
What makes us different: we are advice-first and education-led, not product-led. Our portfolios follow an evidence-based investment philosophy. Planning runs on Conquest, and our client experience follows a defined process (the True Wealth Roadmap). Our education brand, Retirement Planning Simplified, runs a podcast, YouTube channel and website that drive inbound interest. We are building a structured, career-tracked team so people can see exactly how they grow here, which is unusual for a firm our size.
Who we serve
Canadians aged roughly 50 to 70 approaching or in retirement, typically with $1M to $10M in investable assets. The work is genuine retirement and decumulation planning: income, tax, estate and transition. Clients come to us for clarity and ongoing advice, so the whole team is oriented around service quality and long-term relationships rather than transactions.
The Client Services Associate Level 2
We are looking for a resourceful, growth-minded, and ambitious individual to join our expanding team. This role is suited for a CSC licensed person with experience working within the financial planning sector. This position is a position of growth and development, with the opportunity to to progress from operational support to becoming a Certified Financial Planner.
Key accountabilities:
- Account openings, transfers, beneficiary and registration changes, contributions/withdrawals, RRIF/RRSP changes
- Dealer/back-office liaison: resolving transfer rejections, debits, trade issues and follow-ups, all the way to done
- Estate and document processing, DocuSign, fee addendums, AOR and KYC updates, Wealthbox CRM hygiene
- Meeting prep and follow-up support alongside the Lead Advisor and Senior Financial Planner
- Client follow-up for trade instructions
Qualifications
- Dedicated client-service professional with 1-3 years of experience in the financial planning sector (required)
- Canadian Securities Course (CSC) Licensed (required)
- Deep understanding of financial services products with specialization on retirement solutions
- Experience with Conquest software platform, or experience with other financial planning software
- Proficiency in office administration practices and technologies, including general office software, CRM databases, DocuSign etc.
- Demonstrated ability to problem-solve independently
- Experience with aiding team members with administrative requirements, including, but not limited to, meeting preparation and support
- Excellent written and verbal English communication skills
- Ability to work daily in office in Peterborough, Ontario
What we offer you:
- A starting base range salary of $54,000 salary per year and incentive bonusing paid quarterly
- We provide a structured path to work from operational support to becoming a Lead Advisor with support of a Certified Financial Planner (CFP) designation
- A collaborative, values-minded team that works together with clients and removes pressure to build individual books of clients or client quotas
- Opportunity to for future hybrid work flexibility based on client and team requirements
Pay: $50,000.00-$54,000.00 per year
Benefits:
- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Paid time off
- Profit sharing
- Wellness program
Experience:
- Database administration: 1 year (required)
- Financial services: 2 years (preferred)
Licence/Certification:
- Canadian Securities Course CSC (required)
Work Location: In person
