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    • Previous experience working in the financial services industry as an associate, advisor or administrative role is an asset.
    • Experience using modern financial-planning software.
    • At least four years of relevant financial-planning experience.
    • Who This Role May Appeal To*.
    • Data & Record Keeping*: Maintain accurate digital files, update client databases (CRM) and handle sensitive financial documents with absolute confidentiality.
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    • You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
    • The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales…
    • Previous administrative experience, preferably in financial services, banking, insurance, or a related industry.
    • Bilingual in English and French (required).
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    • Demonstration of client needs analysis through commitment to use of financial security planning tools.
    • The Associate Financial Advisor plays a key role in…
    • Develop a personal business plan to ensure effective management of existing client and partner relationships with the outcome to transition clients to a state…
    • Experience in financial planning and investment sales is preferred.
    • Conducting in-depth reviews for assigned clients including retirement planning, wealth…
    • The Licensed Assistant’s primary focus is to assist the advisor in the day-to-day trading and the administration of the business.
    • » Work collaboratively with another administrative assistant to administer all tasks required for managing the needs of clients and the financial planner.
    • Enjoys helping clients make informed financial decisions and naturally builds trust.
    • Has at least three years of experience in financial services or another…
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    • Collaborate with team members to deliver holistic financial solutions.
    • Help clients plan for their financial future with life insurance, estate planning and…
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    • You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
    • By understanding each client’s unique needs, you will provide thoughtful advice and tailored investment solutions that support long-term financial success.
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Job Post Details

Administrative Associate - job post

Himmelman & Associates Financial Advisors Inc.
1444 Dresden Row, Halifax, NS B3J 3T5
$45,000–$55,000 a year - Full-time
Responded to 75% or more applications in the past 30 days, typically within 1 day.

Job details

Pay

  • $45,000–$55,000 a year

Job type

  • Full-time

Shift and schedule

  • Monday to Friday

Location

1444 Dresden Row, Halifax, NS B3J 3T5

Full job description

Job Posting: Administrative Associate

Company: Himmelman & Associates Financial Advisors Inc.
Location: In-Office at 1444 Dresden Row, Halifax, NS
Employment Type: Full-time 8:30am-4:30pm Monday-Friday

About Himmelman & Associates Financial Advisors Inc.

At Himmelman & Associates Financial Advisors, our clients value the stability and security of dealing with Canada’s largest financial institutions along with the confidentiality and personalized service offered by an independent boutique style advisory firm. We are committed to providing experienced and sound advice, contributing positively to the quality of our clients’ lives, and their financial future. We are a registered dealer firm for mutual fund products through Manulife Wealth Inc. and insurance products are offered through Himmelman & Associates Financial Advisors Incorporated. Himmelman & Associates is one of the top independent advisory firms in Canada and a Wealth Professional Canada 5-Star Team for 2025.

Position Summary

We are seeking a highly organized and detail-oriented Administrative Associate who will be responsible for handling client inquiries and requests, as well be the lead for administrative tasks with our clients.

Key Responsibilities

  • Serve as a first point of contact for clients, both in person and by phone/email
  • Schedule and coordinate client review meetings and follow-ups with our advisor team
  • Prepare client files, forms, and documentation for advisor meetings
  • Maintain accurate client records and ensure confidentiality of sensitive information
  • Be the lead with account openings, transfers, transactions, and routine service requests in a timely manner
  • Ensures clients and the firm is up to date on compliance requirements
  • Manage office communications, correspondence, and document management
  • Coordinate office supplies and assist with basic office management duties

Qualifications & Skills

  • Previous experience working in the financial services industry as an associate, advisor or administrative role is an asset
  • Mutual Fund certification with current accreditation and good standing for CIRO licensing requirements (Canadian Securities Course or Investments Funds in Canada) or willingness to obtain within 60 days of start date
  • Strong organizational skills and comfortable working independently. Willing to take ownership of their responsibilities
  • High level of professionalism and communication skills with clients face-to-face or over the phone

What We Offer

  • Small team environment with one of Atlantic Canada’s top independent advisory firms
  • Competitive salary with quarterly bonuses based on individual and team performance
  • Training and professional development opportunities to expand your role within the firm

How to Apply

Interested candidates are invited to submit their résumé and a brief cover letter outlining their interest in the role to by the deadline July 30th.

Please send in one PDF document to pquas@himmelman.ca or apply directly on Indeed

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Pay: $45,000.00-$55,000.00 per year

Work Location: In person

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