We are a fee-for-service financial planning firm working with incorporated professionals and business owners across Canada, with a particular focus on the medical and dental community. Our work is grounded in objectivity, transparency, and long term relationships.
We operate as a collaborative team of planners, associates, and specialists, providing clients with a coordinated planning experience rather than siloed advice.
We are seeking a Financial Planning Assistant to join our team. This role is suited to an individual who is highly organized, detail oriented, and interested in developing within the financial planning profession. This position provides direct exposure to comprehensive planning, ongoing client relationships, and the internal processes of a growing advisory practice.
This is not a sales role.
What This Role Represents
This position is more than administrative support. It is an entry point into a professional planning environment where you will:
- Work alongside experienced financial planners on active client files
- Build a working understanding of comprehensive financial planning
- Develop technical and organizational discipline in a professional setting
- Contribute directly to the quality and consistency of the client experience
- Over time, there is the opportunity to take on increased responsibility as experience and technical knowledge develop.
Key Responsibilities
- Coordinate with existing clients to collect and confirm financial information
- Prepare, edit, and format financial plans and annual review materials
- Manage the preparation and delivery of client documentation
- Maintain accurate and organized client records and internal tracking systems
- Support the planning team with workflow and process coordination
- Assist with general administrative functions tied to client servicing
Qualifications & Skills
- Strong attention to detail and a high standard for accuracy
- Clear and professional written communication skills
- Proficiency in Microsoft Word and Excel
- Ability to manage multiple tasks and follow through to completion
- Organized, methodical, and reliable in day to day work
- Comfortable communicating with clients and working within a team environment
- Interest in financial planning or the financial services industry
- Previous experience in financial services is an asset, but not required
Working Environment
We maintain a professional, team oriented environment with a strong emphasis on consistency, quality of work, and long term client relationships. We place a high value on integrity, accountability, and a genuine interest in helping clients make informed financial decisions.
Job Types: Permanent, Full-time
Pay: $57,400.00-$59,200.00 per year
Benefits:
- Casual dress
- Dental care
- Extended health care
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care
- Work from home
Ability to commute/relocate:
- Victoria, BC: reliably commute or plan to relocate before starting work (required)
