Director of Investments and Insurance Administration

Grandmaster Financial Planning / DFSIN Ottawa; Ottawa; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading financial planning firm in Ottawa is seeking a Director of Investment & Insurance Administration. This pivotal role involves optimizing operations, ensuring compliance, and enhancing client experiences. Ideal candidates will have extensive experience in administration, strong leadership skills, and a commitment to excellence. Join a dynamic team that values innovation and strategic solutions, and enjoy a rewarding career in a supportive environment.

Benefits

Health Insurance

Group Retirement Plan

Paid Vacation

Qualifications

• 8+ years of administrative and operational experience.
• Experience in financial advisory environments preferred.

Responsibilities

• Provide operational support to leadership and manage schedules.
• Oversee client onboarding and compliance with regulations.
• Lead the administration and transactions departments.

Skills

Bilingual Proficiency

Leadership

Organizational Skills

Problem-Solving

Communication

Education

Bachelor's Degree in Business Administration

Tools

MS Office Suite

CRM Platforms

Job description

Director of Investment & Insurance Administration (8+ Years of Experience) - Full Time

Introduction :

Join our mission at Grandmaster Financial Planning , a rapidly growing, independent boutique firm specializing in advanced financial planning. We’re seeking a driven and forward-thinking Director of Investments and Insurance Administration to lead our operational and administrative initiatives. In this key leadership role, you’ll ensure seamless processes, regulatory compliance, and an exceptional client experience. If you excel at guiding teams, optimizing workflows, and driving meaningful improvements in a dynamic environment, we want you on our team.

We specialize in delivering comprehensive services including retirement, risk management, and estate planning, with a distinct expertise in pension analysis. Our reputation is built on meticulous analysis and customized financial advice. We pride ourselves on being a one-stop financial planning resource , where innovation and strategic solutions are central to our service.

This is more than a job; it’s a career opportunity for someone passionate about making a meaningful impact. You’ll be working alongside some of the most skilled financial planners in the industry, and for the right candidate, we offer a platform for rapid career progression.

Role Description :

• Provide administrative and operational support to the leadership team, aligning tasks with company goals.
• Manage and optimize schedules, meetings, and appointments for increased efficiency.
• Streamline all communications, ensuring prompt, accurate responses and clear information flow.
• Maintain organized, secure filing and document systems that meet regulatory standards.
• Prepare, refine, and finalize reports, presentations, and other essential documents with precision.
• Oversee client onboarding, maintain client databases, and ensure compliance with industry regulations.
• Uphold confidentiality and professionalism in financial transactions and insurance-related processes.
• Coordinate company events, meetings, and travel, ensuring smooth execution and a positive experience.
• Serve as the primary contact for visitors and inquiries, representing the company with professionalism.
• Manage financial transactions, support insurance applications, and handle related administrative tasks accurately and compliantly.
• Lead the department of administration and the department of transactions.

Position Requirements

Hard Skills :

• Fully Professional-level bilingual proficiency in French and English
• Mandatory mutual fund (IFIC or CSC) and insurance (LLQP) certifications
• Expert-level proficiency in MS Office Suite, with a focus on data-driven reporting and analysis
• Proven experience administering and optimizing CRM platforms
• Demonstrated mastery of office management systems, procedures, and best practices
• Established ability to manage complex scheduling and workflow priorities effectively
• Demonstrated capacity to rapidly master new technologies and tools

Soft Skills :

• Demonstrated leadership skills, with a proven ability to manage, mentor, and motivate team members
• Outstanding organizational capabilities, adept at managing multiple priorities and coordinating cross-functional teams
• Proactive, solution-oriented approach to problem-solving, employing strong independent judgment and strategic thinking
• Exceptional communication and interpersonal skills, capable of influencing diverse stakeholders and fostering a collaborative environment
• Strong learning agility and growth mindset, embracing new tools and best practices for continuous improvement
• Receptive to constructive feedback, committed to ongoing professional development, and dedicated to elevating team performance
• Upholds integrity, intellectual honesty, and ethical standards in decision-making
• Maintains meticulous attention to detail and accuracy under pressure, ensuring high-quality outcomes

Experience Required :

• Minimum of 8+ years of progressive administrative and operational experience
• Proven track record overseeing complex office operations in a professional setting
• Demonstrated success in providing strategic support to leadership and guiding team efforts
• Preferred background in service-based or financial advisory environments, reflecting familiarity with industry-specific demands

Educational Qualifications :

• A Bachelor’s degree in Business Administration or a related field is strongly preferred, reflecting the seniority and complexity of this role.
• IFIC or CSC in pair with LLQP is mandatory.

Benefits and Compensation :

• We are seeking an outstanding professional who will be compensated above market rates for their exceptional expertise and consistently demonstrated exceptional value and impact.
• Our comprehensive benefits package includes health insurance, a group retirement plan, and a minimum of two weeks of paid vacation.
• At Grandmaster Financial Planning, we understand the importance of high-calibre administrative leadership. We strive to foster a long-term partnership with a bilingual professional who thrives under pressure, is passionate about meaningful work, and is dedicated to making a positive difference in our clients’ lives. This is a demanding role on a highly driven team, and your commitment will be acknowledged and rewarded.

Apply Now :

• Send your PDF resume to .
• Use the subject line : “APPLICATION – Director of Investment & Insurance Administration.”
• Include a brief paragraph in your email explaining why you are the ideal fit for this role.

Application Deadline :

• Applications will be reviewed on a rolling basis starting on December 13, 2024.