Assistant (Financial Planning Office)

2 weeks ago


Comox, Canada Ben Davies Financial Planning Full time

**Key Parts of the Job**:

- Previous experience in financial services (IIROC firm) would be an asset but is not required.
- Main jobs: assist financial planners with financial planning reports & preparation of tax documentation; help answer client questions, participation in office staff meetings & client events.
- Occasionally provide administrative support/coverage when office manager is away.
- Experience with iMacs, CRM software, digital office concept, video conferencing is required.
- Securities and/or insurance licence is a benefit but is not required to apply.
- Tax preparation services may be part of the job but will be discussed.
- be very organized
- be confident
- have an open mind and be willing to learn new things
- be able to work independently
- have a minimum High School diploma and preferably some post-secondary education
- be flexible and able to work as part of a team
- have some client service experience
- possess basic math skills

It goes without saying that the successful applicant will be honest, trustworthy and maintain strict confidentiality at all times.

**Job Types**: Full-time, Permanent

**Salary**: From $25.00 per hour

**Benefits**:

- Extended health care

Schedule:

- No weekends

Ability to commute/relocate:

- Comox, BC V9M1R9: reliably commute or plan to relocate before starting work (required)

**Language**:

- English (required)

Work Location: In person

Application deadline: 2023-06-30



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