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    • We are seeking a highly organized and professional Administrative Assistant to provide comprehensive support to our Senior Financial Planner.
    • Conduct financial needs and investment conversations.
    • We have a large, established client base and are looking for someone who can proactively develop those…
    • Support the team’s established investment process through data gathering and documentation;
    • Provide support in the preparation of investment notes, as well as…
    • A clear route to independent advisor status and eventually owning your own book of business.
    • Montreal, QC · Full-time · On-site, 5 days a week.
    • Meeting with clients to provide ongoing service, administrative assistance, and guidance on wealth management products and self-directed investment platforms.
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    • Strong client relationships will focus on understanding each client’s unique needs, collaborating internally to develop /recommend investment strategies…
    • Partner closely with investment and distribution teams to translate complex investment capabilities into compelling, client-friendly messaging across multi-…
    • And we're on the hunt for a Wealth Coach who's competitive, coachable, and ready to own their numbers.
    • No finance or insurance background required.
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    • Professional presentation skills, including the ability to communicate investment concepts, financial planning ideas, and the team’s value proposition to high-…
    • Experience presenting investment and wealth planning strategies.
    • Assist with portfolio reviews and investment due diligence.
    • The successful candidate’s role will support a Wealth Management team in establishing and maintaining strong client relationships.
    • Maintain model portfolios and implement approved investment changes.
    • Analyze client portfolios and identify rebalancing or investment opportunities.
    • Mutual fund and/or investment licensing required.
    • Identify wealth, investment, retirement, life insurance, and financial planning opportunities.
    • Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
    • This is an excellent opportunity for someone who enjoys building client relationships, supporting advisors, and gaining deeper exposure to portfolio management,…
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Career Resources:

Licensed Investment Advisor Assistant
Confidential
Calgary, AB T2G 5P9
$55,000–$80,000 a year
Permanent, Full-time
Apply now

Job details

$55,000–$80,000 a year
Vision care, Dental care, Life insurance, Disability insurance, Extended health care
Permanent, Full-time
Calgary, AB T2G 5P9

Full job description

Job Description: Investia Financial Services provides comprehensive wealth management services and financial planning services. We are seeking a highly organized and professional Administrative Assistant to provide comprehensive support to our Senior Financial Planner. As an Administrative Assistant, you will play a critical role in ensuring the smooth operation of our company by handling administrative tasks, managing schedules, and maintaining client relationships.

Responsibilities:

  • Manage the Senior Financial Planner's calendar, schedule appointments, and coordinate meetings.
  • Prepare and organize documents and reports for client meetings.
  • Act as a liaison between the Senior Financial Planner and clients, responding to inquiries and providing excellent customer service.
  • Assist with the preparation and submission of financial forms, applications, and other paperwork.
  • Maintain client database and ensure accurate and up-to-date client records.
  • Handle general administrative tasks, including phone calls, emails, and office supply management.

Qualifications:

  • Experience as a Licensed Administrative Assistant or similar role, experience in the financial services industry (Insurance and Investment) is a requirement with a minimum of 2 years.
  • Must hold the Canadian Securities (CSC) or Canadian Investment Funds (CIFC) and have 2 years minimum industry experience.
  • Strong organizational skills with exceptional attention to detail.
  • Excellent verbal and written communication skills.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Ability to handle sensitive and confidential information with discretion.
  • Proactive and able to anticipate the needs of the Senior Financial Planner.
  • Ability to work independently and efficiently in a fast-paced environment.
  • Experience with social media marketing would be an asset, but not a requirement.

Education:

  • Canadian Securities or Canadian Investment Funds Course
  • Life Insurance License is an advantage but not required

How to Apply: Interested candidates are invited to submit their resume and a cover letter highlighting their relevant experience to nicholas@bircherfinancial.com. Please include "Licensed Administrative Assistant Application" in the subject line.

Note: Only shortlisted candidates will be contacted for an interview.

Job Type: Full-time

Pay: $55,000.00-$80,000.00 per year

Benefits:

  • Dental care
  • Disability insurance
  • Extended health care
  • Life insurance
  • Vision care

Ability to commute/relocate:

  • Calgary, AB T2G 5P9: reliably commute or plan to relocate before starting work (required)

Education:

  • Secondary School (required)

Experience:

  • Invesmtent Industry: 2 years (required)

Language:

  • fluent English as your 1st language (required)

Work Location: In person

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