Financial Assistant

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