Financial Advisor Assistant

3 weeks ago


Dieppe, Canada Axis Financial Group Inc. Full time

**Financial Advisor Assistant**

**Company Description**

Located in Dieppe NB, _**Axis Financial Group Inc.**_ offers financial planning services to its clients and is committed to providing value-added financial advice. For more information on our company and services, please visit our website: _**axisfinancial.ca**_.

**The Role**

**Key Responsibilities**:

- Provide daily administrative support to the Financial Planner
- Serving as the first point of contact for clients
- Preparing investment and insurance documentation
- Assisting clients with inquiries professionally and efficiently
- Perform additional administrative tasks as needed

**Required Skills & Qualifications**:

- Strong organizational and multitasking skills
- Excellent verbal and written communication skills and interpersonal abilities
- Bilingual proficiency (English and French) is essential
- Proficiency in office software and financial tools
- Knowledge of financial planning and investment products
- Ability to maintain client trust and confidentiality
- Previous experience in a similar role is an asset

We appreciate the interest of all applicants; however, only those selected for an interview will be contacted. Thank you for your understanding.

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

Pay: $20.00-$30.00 per hour

Schedule:

- Monday to Friday

**Language**:

- French (required)
- English (required)

Work Location: In person


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