Assistant to Financial Advisor
7 months ago
**INTERESTED IN JOINING A FUN AND VIBRANT TEAM WITH AN OFFICE DOG?**
An opportunity to join a small team dedicated to providing trusted service in financial planning and investment advice for an established client base.
Wages based on experience, starting at $50,000/year as well as competitive benefits and group savings plan. Position available immediately.
Monday to Friday 8:00 am - 4:00 pm. Flexible work options; this position may be able to work up to 2 days at home per week.
**Administrative Duties**
- Central liaison between Advisors, clients, investment companies, and head office
- Arrange and confirm client meetings
- Prepare meeting agendas and summaries of client investment portfolios
- Respond to client inquiries in a timely manner
- Manage client database and ensure its accuracy using Maximizer CRM
- Keep the digital filing system up-to-date and general e-file maintenance
**Knowledge and Skill Requirements**
- Exceptional organizational skills with great attention to detail
- Strong administrative skills and a proficiency for using Microsoft Suite and other computerized office systems as well as industry specific systems.
- Aptitude for learning new technology.
- Prior financial industry experience and/or licensing would be an asset (Canadian Securities Course and Conduct & Practices Handbook)
- Strong interpersonal and telephone skills: tact, courtesy & patience
- Strong oral and written communication skills
- Team player but capable of working individually with limited supervision
- Ability to prioritize multiple tasks and work with continuous interruption
**Salary**: From $50,000.00 per year
**Benefits**:
- Dental care
- Disability insurance
- Extended health care
- Flexible schedule
- Life insurance
- On-site parking
- RRSP match
- Vision care
- Work from home
Flexible Language Requirement:
- French not required
Schedule:
- Monday to Friday
**Language**:
- English (required)
Work Location: In person
-
Financial Management Advisor
3 weeks ago
Victoria, Canada PSD Full time**About PSD Citywide** PSD is a full-service firm offering research, consulting services and software to the North American public sector market. Our client base includes hundreds of small, mid-sized, and large municipalities from across North America, provincial/state and federal government agencies, and private sector entities. We are an industry leader...
-
Financial Management Advisor
7 months ago
Victoria, Canada PSD Full time**About PSD Citywide** PSD is a full-service firm offering research, consulting services and software to the North American public sector market. Our client base includes hundreds of small, mid-sized, and large municipalities from across North America, provincial/state and federal government agencies, and private sector entities. We are an industry leader...
-
Financial Management Advisor
8 months ago
Victoria, Canada PSD Full time**About PSD Citywide** PSD is a full-service firm offering research, consulting services and software to the North American public sector market. Our client base includes hundreds of small, mid-sized, and large municipalities from across North America, provincial/state and federal government agencies, and private sector entities. We are an industry leader...
-
Financial Advisor
4 months ago
Victoria, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...
-
Branch Assistant
3 weeks ago
Victoria, Canada Raymond James Financial Full time**Branch Assistant** - 2300253 **Job Summary** The primary role of Branch Assistant is to provide operational and administrative support to the office. The individual will assist in the implementation of branch directives and ensure that a high level of service quality is evident in all aspects of day-to-day operations. **Essential Duties and...
-
Insurance Advisor
7 months ago
Victoria, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...
-
Insurance Advisor
7 months ago
Victoria, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...
-
Insurance Advisor
7 months ago
Victoria, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...
-
Insurance Advisor
7 months ago
Victoria, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...
-
Insurance Advisor
7 months ago
Victoria, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...
-
Insurance Advisor
8 months ago
Victoria, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...
-
Insurance Advisor
4 months ago
Victoria, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...
-
Insurance Advisor
7 months ago
Victoria, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...
-
Insurance Advisor
2 months ago
Victoria, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...
-
Insurance Advisor
7 months ago
Victoria, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...
-
Insurance Advisor
7 months ago
Victoria, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...
-
Insurance Advisor
5 days ago
Victoria, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...
-
Insurance Advisor
7 months ago
Victoria, Canada Western Financial Group Full time**We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor** As an Insurance Advisor with Western Financial Group, you will be one of the first faces our customers see when...
-
Insurance Advisor
6 days ago
Victoria, Canada Western Financial Group Full time**We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor** As an Insurance Advisor with Western Financial Group, you will be one of the first faces our customers see when...
-
Insurance Advisor
6 days ago
Victoria, Canada Western Financial Group Full time**We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor** As an Insurance Advisor with Western Financial Group, you will be one of the first faces our customers see when...