Financial Advisor Assistant

2 weeks ago

Richmond, Canada Seed Pacific Financial Group Full time

**Job Overview**
We are looking for a professional, detail-oriented Financial Advisor Assistant to join our growing advisory practice. This role offers flexibility in either a full-time or part-time capacity and is ideal for someone with strong organizational skills, administrative experience, and the ability to support client-facing activities.

**Key Responsibilities**:

- Provide comprehensive administrative and secretarial support to the Financial Advisor.
- Coordinate and manage client appointment scheduling, calendar management, and follow-ups.
- Assist in the preparation and formatting of client reports, meeting notes, and planning documentation.
- Generate and update product pages using the firm’s CRM system.
- Maintain and organize accurate, up-to-date client files and records (both digital and physical).
- Track pending cases and identify new business opportunities (FYC tracking and follow-ups).
- Ensure efficient filing systems and document management for internal and external correspondence.
- Support daily operations and handle other administrative tasks as assigned.

**Qualifications**:

- Having financial or insurance industry experience is a strong asset.
- Highly organized, detail-oriented, and capable of managing multiple tasks efficiently.
- Comfortable preparing reports and working with sensitive financial documents.
- Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams); Canva familiarity.
- Ability to work independently and collaboratively in a fast-paced environment.
- Fluent in English (Strong Writing Skills).
- Demonstrates professionalism, confidentiality, and a client-focused attitude.

Join us as a Financial Advisor Assistant, where your expertise will help shape the financial futures of our clients while growing your career in a supportive environment.

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

Pay: $20.00-$25.00 per hour

Additional pay:

- Bonus pay

**Benefits**:

- Dental care
- Vision care

Flexible language requirement:

- French not required

Work Location: In person

  • Financial Advisor Assistant

    2 weeks ago

    Richmond Hill, Canada AI Financial Power Group Full time

    Are you interested in entrepreneurship? Do you want to build something new for this world? Do you enjoy developing your personal skill and mindset by solving every challenge or problem? Join us! About AI Financial What we offer you: - Fast-paced career growth - Massive opportunities to TRY and GROWN - A supportive team environment, where recognition and...

  • Associate Advisor

    5 days ago

    Richmond, Canada Sun Life Financial Full time

    _**Sales & Associate Advisor**_ We are seeking a dynamic and knowledgeable Associate Advisor to join a specialized advisor’s team at Sun Life in the Vancouver general area. This position will play a crucial role in providing comprehensive financial planning advice to clients helping them navigate the financial landscape and achieve their financial goals....

  • Advisor Success Assistant

    6 days ago

    Richmond Hill, Canada AI Financial Power Group Full time

    **Responsibilities**: - Engaging with Financial Advisors, helping them understand the product and implement the onboarding process - Use your findings to refine the onboarding process. Identify pain points and collaborate with a team to overcome them - Organizing internal training sessions for Financial Advisors - Growing your knowledge of the industry and...

  • Office Assistant

    3 days ago

    Richmond, Canada Brightway Financial Group Inc. Full time

    Brightway Financial, a Canadian wealth management company, is located in Richmond BC, and licensed in Alberta, British Columbia, and Ontario province. We are committed to providing one-stop wealth management strategies, as well as professional financial services. Brightway Financial is a subsidiary of Affinity Financial Services Inc, which has grown into a...

  • Senior Financial Advisor

    3 days ago

    Richmond, British Columbia, Canada Scotiabank Full time

    Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented...

  • SUN LIFE FINANCIAL ADVISOR

    2 weeks ago

    Richmond Hill, Canada Sun Life Full time

    Job Description :Req#JR00034443 FC073 Richmond HillSUN LIFE FINANCIAL ADVISORFinancial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited...

  • Associate Financial Advisor

    1 week ago

    Richmond Hill, Ontario, Canada Co-operators Full time

    Company: CGICDepartment: COR RegionEmployment Type: Regular Full-TimeWork Model: Office-BasedLanguage: This role operates in English.Additional Information: This/these role(s) is/are currently vacant.The OpportunityWe are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is...

  • Associate Financial Advisor

    1 week ago

    Richmond Hill, Ontario, Canada Co-operators Career Full time

    Company: CGICDepartment: COR RegionEmployment Type: Regular Full-TimeWork Model: Office-BasedLanguage: This role operates in English.Additional Information: This/these role(s) is/are currently vacant.The Opportunity:We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is...

  • Administrative Assistant

    12 hours ago

    Richmond Hill, Canada Investia Financial Services Full time

    Hiring a part-time position as administrative assistant to Investia Financial Services' financial advisor. Prefer with some investment/finance/mutual fund experiences **Salary**: $20/hour + annual bonus Benefits: Basic Health and Dental benefits provided after 1 year Working hours: Monday, Wednesday and Friday [or any other weekdays] from 9:30-5:30pm....

  • Administrative Assistant

    2 weeks ago

    Richmond Hill, Canada Investia Financial Services Full time

    Hiring a part-time position as administrative assistant to a Investia Financial Services' financial advisor. Prefer with some investment/finance/mutual fund experiences **Salary**: $18/hour. 3 months probation. With annual bonus Working hours: Monday to Friday (9am-1pm or 1:30-5:30pm) OR Monday, Wednesday and Friday [flexible] from (9:30-5:30pm) Office...