Advisor Support Associate

6 days ago

Thunder Bay, Canada Chenard Wealth and Advisory Full time

**Who we are**

Chenard Wealth and Advisory is a boutique, independent financial planning firm based in Thunder Bay, Ontario. We serve 160 client households with long-term, personalized financial guidance. As a lean, independent firm, we value precision, trust, and meaningful relationships.

Joining us means working in a calm, professional environment where quality matters more than volume - and where your contribution directly shape the client experience and the future of the firm.

**Position Details**

As a part-time Advisor Support Associate, you would provide support to the Owner / Lead Financial Planner, and to clients of the firm.
- Monday to Friday from 8AM to noon (20hrs per week total)
- $28 per hour, with bonus potential and health benefits
- In-person at our office location: 250B Algoma St South, Thunder Bay ON

This job is perfect for you if you:

- Love working independently before asking for help
- Take pride in catching the little things - typos, formatting, missing details
- Respect deadlines and manage priorities without constant oversight
- Prefer working in a small, independent business - not a corporate setting
- Stay positive and level headed when processes take longer than expected
- Are comfortable with technology, working in a paperless environment, and using various programs daily
- Handle confidential information with care
- Build strong relationships with back-office contacts because you know that collaboration makes everything smoother
- Believe that client experience matters, and that your work behind the scenes helps make it exceptional

**What will you do day-to-day?**
- Process investment transactions for clients of the firm, including: contributions, withdrawals, transfers, and pre-authorized contributions, and closely keep track of transactions to completion
- Follow up on incoming investment transfers, pending transactions, and various administrative requests with various financial institutions, our investment dealer back-office, and key suppliers of the business
- Prepare documentation for investment and insurance related transactions, in Investment Centre and/or Adobe PDF, such as: new investment accounts, beneficiary and address changes, changes to insurance policies, etc.
- Handle office management tasks including: incoming and outgoing mail and packages; keeping inventory; bookkeeping in Quickbooks Online; light office cleaning duties; digital filing in client folders.

**Education, Skills, and Qualifications**
- Secondary school graduation is a minimum requirement
- Post-secondary education in office administration, business administration, or other administrative field, together with previous related work experience, is an asset
- Investment license (MFDA/CICO) is considered an asset (not at all required)
- Bilingual in French and English is an asset

**How to apply**
- When you would be available to start

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

Pay: From $28.00 per hour

Expected hours: 20 per week

**Benefits**:

- Dental care
- On-site parking
- Vision care

**Location**:

- Thunder Bay, ON P7B 3C2 (required)

Work Location: In person

  • Advisor Support Associate

    2 weeks ago

    Thunder Bay, ON PB C, Canada Chenard Wealth and Advisory Full time $28,800 - $43,200 per year

    Who we areChenard Wealth and Advisory is a boutique, independent financial planning firm based in Thunder Bay, Ontario. We serve 160 client households with long-term, personalized financial guidance. As a lean, independent firm, we value precision, trust, and meaningful relationships.Joining us means working in a calm, professional environment where quality...

  • Advisor Support Associate

    4 days ago

    Thunder Bay, Canada Chenard Wealth and Advisory Full time

    **Who we are** Chenard Wealth and Advisory is a boutique, independent financial planning firm based in Thunder Bay, Ontario. We serve 160 client households with long-term, personalized financial guidance. As a lean, independent firm, we value precision, trust, and meaningful relationships. Joining us means working in a calm, professional environment where...

  • Service Advisor

    4 days ago

    Thunder Bay, Canada Done-Rite Tire & Auto Full time

    **ABOUT US** Done-Rite Tire & Auto is a full-service automotive repair facility in Thunder Bay, Ontario. We provide vehicle inspections, preventative maintenance, and a full range of repair services. Done-Rite Tire & Auto is one of Thunder Bay’s leading tire suppliers. We are an authorized Bridgestone dealer and carry a large selection of Bridgestone and...

  • Health and Safety Advisor

    4 days ago

    Thunder Bay, Canada Nokiiwin Tribal Council Full time

    Nokiiwin Tribal Council needs one (1) experienced, knowledgeable, and motivated **Health & Safety Advisor.** Working in a team centered environment, the Advisor will work alongside the Health & Safety Wellness Advisor. The Health and Safety Advisor plays a key role within Nokiiwin Tribal Council’s Health, Safety and Wellness Department, supporting the...

  • Beauty Advisor

    7 hours ago

    Thunder Bay, Canada Sephora Full time

    **Job ID**: 232563 **Location**: ON-Thunder Bay (0870) **Address**: 1000 Fort William Road, Suite A1A, Box 6, Thunder Bay, ON P7B 6B9, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in...

  • Forestry Advisor

    2 weeks ago

    Thunder Bay, Canada Métis Nation of Ontario Full time

    **Closing date**: December 2, 2024 Hybrid position **Contract end date**: December 31, 2025 MNO’s culture is at our core The MNO workplace culture is full of potential ready to be unlocked. As our Self-Governance agreement materializes, we are building a workplace culture of action, responsibility, and most importantly a desire to serve the Métis...

  • Automotive Service Advisor

    4 days ago

    Thunder Bay, Canada North Rock Truck & Tire Full time

    North Rock Truck & Tire is a full-service automotive repair facility in Thunder Bay, Ontario. We provide vehicle inspections, preventative maintenance, and a full range of repair services. We are an authorized Michelin dealer and carry a large selection of Michelin, BF Goodrich and Uniroyal tires. We also stock many other tire brands you know and trust, such...

  • Associate Financial Advisor

    1 week ago

    Thunder Bay, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Temporary Beauty Advisor

    1 week ago

    Thunder Bay, Canada Sephora Full time

    **Job ID**: 216412 **Location**: ON-Thunder Bay (0870) **Address**:, Thunder Bay, ON, Canada (CA) **Full Time/Part Time**: Part Time **Position Type**: Temporary **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora was acquired by luxury group Moët Hennessy Louis Vuitton (LVMH)...

  • Temporary Beauty Advisor

    7 hours ago

    Thunder Bay, Canada Sephora Full time

    **Job ID**: 232561 **Location**: ON-Thunder Bay (0870) **Address**: 1000 Fort William Road, Suite A1A, Box 6, Thunder Bay, ON P7B 6B9, Canada (CA) **Full Time/Part Time**: Part Time **Position Type**: Temporary **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora was acquired by...