Associate Financial Planner Position

Company Overview

Hi Finance is a university-based startup with the goal of helping students make the most of their finances!

We came out of the UofA’s business accelerator program in 2022 and have received a substantial amount of support from investors and the university community. We have experienced rapid growth and are actively hiring to meet increasing demand.

Position Overview

We are seeking experienced individuals to join us as Associate Financial Planners. In this role, you will be in charge of assisting students through financial planning and strategizing what grants to apply for. Your responsibilities will include:

  • Conduct initial meetings to identify financial planning opportunities

  • Managing up to two direct reports to assist by helping your clients apply for grants and create financial plans.

Why Join Us?

  • Start-up environment: As a small company, every team member gets to wear many hats. You’ll gain insight into all aspects of business operations and have the opportunity to work on personal projects that you think will help improve the financial lives of students!

  • Make a genuine impact: The average student we work with earns over $3,000 in grants they otherwise would not have received. We are proud of the impact we have on relieving financial stress for students!

  • Collaborative team: We are a small team always looking to grow and improve. You will be part of a close-knit team, and your say will have an impact on the future operations of the company!

  • Great benefits: Work on campus, work with students, flexible hours, reimbursements for furthering education, personal tech, bougie espresso machine in our office, and all training is provided on the job. You are encouraged to reach out to current staff members about their experience at the company!

  • Full-time positions upon graduation: The student financial advisor position is designed to act as a stepping stone towards a full-time financial planning position upon graduation.

Requirements:

  • University degree, ideally from MacEwan or the University of Alberta.

  • Self-motivation and excellent organizational abilities to thrive in a largely independent work environment.

  • Strong written and verbal communication skills as the role requires essay writing and frequent face-to-face meetings.

  • Hold a QAFP, or PFP, or are capable of obtaining a QAFP within 1 year of hiring.

Compensation:

This is a full-time role with a salary and reimbursements for licensing exams towards your Certified Financial Planner designation! The financial planning role is designed to be a long-term position with a built-in path to partnership.

How to Apply:

We are hiring for two full-time, 8-month positions to take place over the 2025/26 Fall and Winter terms.

Please submit your resumé and cover letter to hiring@hifinance.ca with the subject line "Associate Financial Planner Application"

Successful candidates will be contacted for an interview.

Last Updated: August 2025