About Us:
We are a dynamic financial planning team dedicated to providing personalized financial solutions to our clients. Our team is committed to excellence, integrity, and continuous growth. We offer a supportive work environment with opportunities for career advancement.

Key Responsibilities:

· Provide administrative support to financial planners and other team members.

· Manage client communications, including scheduling appointments and responding to inquiries.

· Prepare and organize financial documents, reports, and presentations.

· Maintain and update client records and databases.

· Assist with the coordination of meetings, events, and travel arrangements.

· Perform general office duties such as filing, photocopying, and ordering supplies.

· Support the team in various projects and tasks as needed.

Qualifications:

· High school diploma or equivalent; post-secondary education in business or related field preferred.

· Experience in the investment or insurance industry is advantageous.

· Completion of the Canadian Securities Course (CSC) is a plus.

· Strong organizational and time management skills.

· Excellent communication and interpersonal skills.

· Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

· Ability to work independently and as part of a team.

· Detail-oriented with a high level of accuracy.

Opportunities for Advancement:
We believe in nurturing talent and providing opportunities for growth. As an Administrative / Executive Assistant, you will have the chance to develop your skills and advance within the firm. We offer professional development programs and support for further education and certifications. We also offer a bonus based compensation subject to team performance.

How to Apply:
Interested candidates are invited to submit their resume and cover letter to [email protected].