Financial Planning Assistant

7 days ago

Vancouver, Canada WealthSense Financial Group Inc Full time

**Job Title**: Financial Planning Assistant

**Location**: Vancouver (Kitsilano), BC

**Position**: Full-time _(with potential work-from-home options)_

**About Us**:
We are a financial planning firm based in Kitsilano, Vancouver, providing comprehensive financial planning services, along with investment, individual insurance, and group insurance products to our clients. We are seeking a professional, organized, resourceful, and reliable team player to join our firm.

**Key Responsibilities**:

- Assist with completing and processing investment and insurance-related paperwork.
- Prepare, organize, and manage client documents and files.
- Provide timely administrative support, while ensuring accuracy, attention to detail, and exercising resourcefulness in finding solutions to get the job done.

**Qualifications**:

- Administrative experience in the financial planning, insurance, and/or investment industry preferred.
- Proficiency in Microsoft Suite 365, Outlook and Word (Excel knowledge is an asset but not mandatory).
- Exceptional and professional English communication skills, both written and verbal.
- Positive attitude and dedication to excellent client service.

**Work Environment**:

- Primarily office-based with the potential to work from home one to two days a week.

**Compensation**:

- Competitive salary based on experience with room for future growth.

**How to Apply**:
Please submit your resume and a brief cover through Indeed. Please do not contact our office directly due to the volume of applicants. Thank you.

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

Pay: $50,000.00-$60,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- RRSP match
- Vision care

Schedule:

- 8 hour shift
- Monday to Friday

**Experience**:

- receptionist: 1 year (preferred)
- administrative assistant: 3 years (preferred)

Work Location: In person

  • Manager, Financial Planning

    1 week ago

    North Vancouver, Canada BlueShore Financial Full time

    **Manager, Financial Planning & Analysis (FP&A)** The Manager, Financial Planning & Analysis (FP&A), is a key member of our finance team, playing a pivotal role in shaping BlueShore Financial’s financial strategy and supporting our integration with Beem Credit Union. This position oversees budgeting, forecasting, financial analysis, and management...

  • Junior Financial Advisor Administrative Assistant

    1 day ago

    Metro Vancouver Regional District, Canada Clarity Planning Inc. Full time

    Clarity Planning Inc. is a financial planning firm in Vancouver, BC, providing holistic financial planning to business owners, professionals and their families. The company has an established clientele and is growing its team and looking for a Junior Advisor Administrative Assistant.Job Description:A) Prepare and maintain client recordsAppointment...

  • Avp, Financial Planning Specialist

    2 weeks ago

    Vancouver, Canada Raymond James Financial, Inc. Full time

    **AVP, Financial Planning Specialist** - 2403795 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized...

  • Financial Planning Specialist

    2 weeks ago

    Vancouver, Canada Brewin Dolphin Full time

    **Job Summary** **What is the opportunity?** As an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with our Advisors to deliver high value customized advice and financial planning to High Net Worth (HNW) clients of RBC. As a valued partner, you will also assist with business development,...

  • financial underwriter

    1 day ago

    Vancouver, British Columbia, Canada Spring Financial Full time

    OverviewLanguagesEnglishEducationCollege/CEGEPExperience1 year to less than 2 yearsOn siteWork must be completed at the physical location. There is no option to work remotely.ResponsibilitiesTasksIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsReview and examine financial services and...

  • Manager of Financial Planning

    1 day ago

    Vancouver, British Columbia, Canada Parq Casino Full time

    OUR COMPANYParq Casino – Dive into the excitement at downtown Vancouver's only casinoAt Parq Vancouver, you can find a beautiful casino with high-end salons, restaurants, entertainment, bars, patios, and hotels all under one roof. Parq is where locals and visitors alike come to have fun with friends and family in a vibrant and memorable environment unlike...

  • Manager, Financial Planning

    1 day ago

    Vancouver, British Columbia, Canada Colliers Full time

    **Accelerate your success at Colliers.**Why Colliers?****As one of Canada's leading commercial real estate services firms, we are driven by our mission to accelerate success for our people, clients, and communities.A career at Colliers gives you the opportunity to make an impact, advance your career, and collaborate with top-tier talent. Don't just take our...

  • Manager, Financial Planning

    1 day ago

    Vancouver, British Columbia, Canada Colliers International Valuation & Advisory Services Full time

    Accelerate your success at Colliers. Why Colliers?As one of Canada's leading commercial real estate services firms, we are driven by our mission to accelerate success for our people, clients, and communities.A career at Colliers gives you the opportunity to make an impact, advance your career, and collaborate with top-tier talent. Don't just take our word...

  • Manager, Financial Planning

    1 day ago

    Vancouver, British Columbia, Canada Colliers International Full time $110,000 - $130,000

    Accelerate your success at Colliers. Why Colliers?As one of Canada's leading commercial real estate services firms, we are driven by our mission to accelerate success for our people, clients, and communities.A career at Colliers gives you the opportunity to make an impact, advance your career, and collaborate with top-tier talent. Don't just take our word...

  • Financial Planner, Scotia Financial Planning

    1 day ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 228228Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role...