Financial Assistant

6 days ago


Greater Sudbury, Canada Innova Wealth Builders Full time

This posting is for a Financial Assistant who is motivated, self-directed, detail-oriented, and passionate about their work.

**About Us**:
Innova Private Wealth is a financial advisory firm that specializes in a 360° analysis of our client’s financial profiles, including investments, insurance, estate and retirement planning, and taxes. As independent financial generalists, we offer specialized products and exceptional customer service while maintaining our “Big City Expertise, Small Town Service” standard.

One of our greatest achievements thus far is the launch of the first private pooled fund in Northern Ontario, wholly run and operated by Northern Ontarian portfolio managers who were born and raised in the area. Based on the Yale Endowment Approach and the Ontario Teacher’s Pension Plan, this fund provides access to investment solutions that are not available to average investors and improves the local investment opportunities. Furthermore, we also pride ourselves on our bilingual services which is a key feature of our northern communities.

Our close-knit team of advisors support each other with a wide range of expertise to create comprehensive financial plans for our customers, leading to our stewardship of more than $350 million in investments. We are now looking to welcome new team members who wish to build their careers in our dynamic and collaborative environment.
- **Key Duties & Responsibilities**:

- Be a key member of a collaborative and versatile team
- Proactively engage with clients to identify their needs using our company tools and your understanding of the clients
- Collect confidential information from clients, use software to create reports and provide recommendations to clients
- Keep up to date with the wider marketplace and regulatory environment, including operations, legal, and ethical requirements
- Support Financial advisors in providing superior customer service and take an active role in ensuring quality of service to clients
- Assist with all administrative tasks related to managing client accounts and business development including completing trades, account changes, and all other fund related transactions, including follow-up
- Manage advisors' agendas, schedule appointments, and prepare for client meetings
- Review and create client communication pieces
- Maintain an excellent physical & digital filing system
- Improve the best practice system and documentation of processes
- Various other tasks as they arise

**Job Requirements and Qualifications**:

- Completed College and/or University diploma, preferably in a related field: Business Administration, Finance, Economics, or Mathematics
- Excellent interpersonal skills, including the ability to build rapport and manage business relationships
- Organizational and priority management skills
- Ability to work under pressure and tight deadlines
- Ability to adapt to change
- Be autonomous, energetic, and disciplined
- Excellent knowledge of the Microsoft Office Suite and electronic schedulers
- Ability to learn new software quickly
- The ability to work quickly without sacrificing accuracy
- Excellent written & oral communication
- Flexible and reliable
- Bilingual preferred (French & English)

*Although not required, successful completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) Course or equivalent such as MFDA license are preferred.

**Innova Wealth Offers**:

- Hourly: $26 to $36
- 30-40 hours/week
- Educational opportunities
- Employee benefits

**Salary**: $26.00-$36.00 per hour

**Benefits**:

- Employee assistance program
- Extended health care
- RRSP match
- Tuition reimbursement
- Wellness program

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Greater Sudbury, ON: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Greater Sudbury, ON



  • Greater Sudbury, Canada Sudbury Credit Union Full time

    **Financial Advisor Assistant** **Who are we?** Sudbury Credit Union was founded in 1951 with one simple value — **‘people helping people.’** This value has remained a constant throughout our history and resonates today as much as it did then. As a community-minded financial co-operative, Sudbury Credit Union is committed to the well-being of our...

  • Executive Assistant

    4 months ago


    Greater Sudbury, Canada Gold Leaf Financial Group Inc. Full time

    Gold Leaf, a leading financial services company specializing in Wealth Management, Insurance, and Group Benefits, is seeking two dynamic and highly organized Executive Assistants to join our team. One position will support the President of Gold Leaf, and the other will assist the Vice-President. This is an exciting opportunity for individuals who thrive in...


  • Greater Sudbury, Canada Burton Financial Solutions (Sun Life) Full time

    We are looking for an enthusiastic Administrative Assistant to join our team at Burton Financial. Reporting directly to Cummy Burton, the Assistant will coordinate and deliver exceptional administrative support to Me and my staff. A valued member of the team, the Assistant manages scheduling to maximize sales opportunities, and helps to create an efficient...

  • Financial Intern

    2 months ago


    Greater Sudbury, Canada Patrick Mechanical Limited Full time

    **Overview** **Key Responsibilities** **1. Financial Analysis** - Assist in the preparation of financial reports, focusing on trend analysis and forecasting. - Conduct variance analysis to compare budgeted versus actual financial results. - Support the development and refinement of financial models with guidance from senior analysts. **2. Budgeting** -...


  • Greater Sudbury, Canada BMO Financial Group Full time

    27 Cedar Street, Suite 301 Sudbury Ontario,P3E 1A1 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Maintains and organizes client database and client files. - Develops rapport and instills...

  • Financial Controller

    4 months ago


    Greater Sudbury, Canada Testmark Laboratories Ltd. Full time

    **Key Responsibilities** - Manage and lead the financial operations of the organization. - Review current processes, policies, and procedures, and implement change to achieve efficiencies. - Ensure effective financial controls are in place and in compliance with provincial and federal legislation, including cash/debt management, accounts receivable, accounts...


  • Greater Sudbury, Canada Patrick Mechanical Limited Full time

    **We are currently seeking a Junior Financial Analysist! If you carry these qualifications and want to join a challenging work environment with an employer who supports continuous learning, we look forward to hearing from you.** - Patrick Mechanical Ltd. is a Sudbury based mechanical contracting company founded in 1989. Over the years, we have established...


  • Greater Sudbury, Canada Northern Ontario School of Medicine Full time

    Reporting to the Director, Learner Support Services (LSS), the Financial Aid Coordinator performs complex administrative duties which support the financial wellness of all NOSM University (NOSM U) learners. The Financial Aid Coordinator assists the LSS Office in financial wellness coordination, planning, information management, communication, and project...

  • Financial Analyst

    2 months ago


    Greater Sudbury, Canada IAMGOLD Full time

    Description **Improve the processes of today** **Define the best practices of tomorrow** At Côté Gold, we focus on what we contribute, not just what we extract. We believe that in order for prosperity to be sustained, it must be shared, it must support the well-being of our employees and our communities, and it must be achieved with mínimal impact to...

  • Financial Analyst

    6 days ago


    Greater Sudbury, Canada KGHM Full time

    KGHM Polska Miedź S.A is an International company that employs approximately 34,000 people around the world and has been a major copper and silver producer more than 60 years. The Company is highly respected for being a reliable employer, that values employees and experts with technical and market experience. Following our best practices; policies of...


  • Greater Sudbury, Canada OCP Construction Supplies Inc Full time

    Preparing accounts. - Ensuring payments, amounts and records are correct. - Working with spreadsheets, sales and purchase ledgers and journals. - Recording and filing cash transactions. - Controlling credit and payables/receivables debt. - Invoice processing and filing. - Processing expense requests for the accountant to approve. - Bank reconciliation. -...


  • Greater Sudbury, Canada OCP Construction Supplies Inc Full time

    Preparing accounts. - Ensuring payments, amounts and records are correct. - Working with spreadsheets, sales and purchase ledgers and journals. - Recording and filing cash transactions. - Controlling credit and payables/receivables debt. - Invoice processing and filing. - Processing expense requests for the accountant to approve. - Bank reconciliation. -...


  • Greater Sudbury, Canada Northern Ontario School of Medicine Full time

    Under the direction of the Director of Budget and Audit Services, the Manager, Financial Analysis and Research Accounting is responsible for implementing, coordinating the development, and monitoring of the operating and capital budgets to ensure compliance with NOSM University’s policies and guidelines. This position is also responsible for the effective...


  • Greater Sudbury, Canada TESC Contracting Full time

    **Summary**: The Chief Financial Officer (CFO) is responsible for leading the development and execution of the company's financial strategy. They oversee all financial operations, including the preparation of financial reports, adherence to financial plans and policies, and maintenance of fiscal records. The CFO manages various departments such as general...


  • Greater Sudbury, Canada QUICK LOANS Full time

    Education: Secondary (high) school graduation certificate - Experience: 7 months to less than 1 year **Tasks**: - Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals - Complete credit and loan documentation - Forward irreconcilable accounts for collector...


  • Sudbury, Ontario, Canada Sudbury Community Service Centre Full time

    Company Overview:The Sudbury Community Service Centre is a dynamic organization seeking a skilled Financial Administrator Assistant to join our team.Job Summary:We are looking for a highly organized and detail-oriented individual to provide administrative support in our financial department. The successful candidate will be responsible for managing accounts,...


  • Greater Sudbury, Canada Desjardins Full time

    As a financial services advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent and high-net-worth Signature Service Ontario members and clients. You offer banking products and services consistent with the strategies and solutions developed by the wealth management advisor. You serve as a debt management and...


  • Greater Sudbury, Canada Hard-Line Full time

    **About us** Established in 1996, in Sudbury, Ontario, HARD-LINE is a leading supplier of automation, teleoperation, and remote-control technology specialized in the mining industry. HARD-LINE develops innovative products from the ground up, using years of experience in mining, electronics, electrical and mechanical design. Our remote-control systems allow...


  • Greater Sudbury, Canada NEOMO Occupational Health Full time

    Our health-care facility requires assistance by a capable bookkeeper to maintain and update our financial records. Billing, reconciling, reviewing past data. Will be working with a small team to service our clients in a timely, efficient manner. - Education: Minimum: High school graduation certificate/ Ideally: Accounting/bookkeeping certificate. -...


  • Greater Sudbury, Canada Gold Leaf Financial Group Inc. Full time

    **Job Brief**: Gold Leaf's I.T. Support Assistant is responsible for providing technical support and assistance to the organization. The Information Technology Assistant will work closely with our employees to ensure that their technology needs are met in a timely and efficient manner. They will also maintain and update our hardware, software, and network...