3 meilleures offres (finance assistant, victoria, bc) (à pourvoir)

Financial Planning Assistant
TPC Financial Group —Victoria, BC
- De 57 400 $ à 59 200 $ par an
- Temps plein
- Microsoft Word
- Microsoft Excel
- Compétences rédactionnelles
- Assurance Dentaire
- Bourses d'Études
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il y a 1 jour
Assistant, Finance and Administration (EMS)
Canadian Mental Health Association-Cowichan Valley Branch —Duncan, BC
- 29,75 $ de l’heure
- Temps partiel
- Microsoft Excel
- Microsoft Office
- Expérience administrative
il y a 7 jours
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Ventum Financial Corp. —Victoria, BC
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Financial Planning Assistant

TPC Financial Group
Victoria, BC

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Détails du poste

Permanent | Temps plein
Il y a 1 jour

Avantages

Tenue Décontractée
Assurance Maladie Complémentaire
Cotisation égale au RÉER
Assurance Dentaire
Bourses d'Études
Congés payés
Travail à domicile
Assurance Vision

Compétences

Microsoft Word
Microsoft Excel
Compétences rédactionnelles
Microsoft Office
Services financiers
Compétences en communication

Description complète du poste

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)

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finance assistant emplois - victoria, bc

Financial Planning Assistant

Assistant, Finance and Administration (EMS)

Investment Advisor Assistant

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : finance assistant (victoria, bc)

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