Financial Planning Administration Assistant - Partner - GIM

Aviso Wealth Inc.; Cranbrook; On-site; CAD 47,000 - 65,000; Full time

Benefits offered by this job

Extended benefits

Pension program

Health & wellness programs

Vacation entitlement

Job summary

Growth Investment Management Ltd. in Cranbrook/Elk Valley invites applications for a Financial Planning Administration Assistant to support our financial planners and build trusted client relationships.

You’ll be a primary contact, respond to inquiries, process transactions, and assist with outreach and marketing activities with professionalism and care. The role suits an organized, resourceful team player with strong attention to detail and comfort in an entrepreneurial environment.

Qualifications

• Minimum 3 years of experience in a financial institution or investment firm.
• Willing to obtain investment industry licensing as determined by employer.
• Experience with life insurance administration preferred.
• Experience working with Customer Relationship Management software preferred.

Responsibilities

• Respond to client inquiries on existing portfolios, providing investment information, or processing buy-sell orders.
• Assist with the opening of client accounts and conduct account maintenance.
• Contact clients to book appointments or provide service follow-up.
• Maintain files, records and documentation as required by regulatory authorities.
• Assist in the distribution, maintenance, verification and filing of financial planning records and reports.
• Identify opportunities for other lines of business and ensure an effective referral process.

Skills

Customer service

CRM software

Attention to detail

Communication

Education

Post-secondary education in financial planning / office or business administration

Equivalent combination of education and experience

Tools

Microsoft Excel

Microsoft Word

Outlook

CRM software

Job description

Employment Opportunity

Position Name: Financial Planning Administration Assistant

Location: Cranbrook/Elk Valley

Annual Salary Range: $47,000.00 - $65,000.00

Category: Permanent, Full time

About Growth Investment Management Ltd. (“GIM”)

Working in partnership, StellerVista Credit Union, Nelson and District Credit Union, and Creston Credit Union have merged two former successful wealth management entities: Money Works and Growth Financial to create Growth Investment Management (“GIM”). Through this partnership, we provide a holistic approach to financial planning, matching members’ financial needs with the best solutions tailored to their situation. We provide a variety of product and service options to members throughout the Kootenay-Boundary region.

At Growth Investment Management Ltd., we are proud to offer an employee experience that includes opportunity for professional growth and development; a supportive and inclusive work environment; access to a comprehensive compensation package including participation in extended benefits and pension programs, health and wellness programs, and a competitive vacation entitlement.

The Opportunity

The Financial Planning Administration Assistant is a dynamic role that supports GIMs Financial Planners helping to build strong, trusted relationships with clients. As one of the first points of contact with clients, this role will champion the client experience by responding to inquiries, processing transactions, and completing outreach activities with professionalism and care. In addition, this position will providing day-to-day administrative support, assisting with the coordination of marketing initiatives. This role is ideal for a highly organized, resourceful team player with strong critical thinking skills, exceptional attention to detail, and comfort working in an entrepreneurial environment.

Position Overview and Responsibilities

The Financial Planning Administration Assistant is instrumental in developing strong internal and external relationships working closely with clients, trusted partners and credit union colleagues to deliver best in class service. Primary responsibilities include but are not limited to:

• Responding to client inquiries on existing portfolios, providing investment information, or processing buy-sell orders
• Assisting with the opening of client accounts and conducting account maintenance
• Contacting clients to book appointments or provide service follow-up
• Maintaining files, records and documentation, as required by regulatory authorities
• Assisting in the distribution, maintenance, verification, completion and filing of financial planning records and reports
• Identifying opportunities for other lines of business and ensuring an effective referral process for incoming and outgoing referrals

Qualifications

Education and Experience

• Minimum 3 years of experience in a financial institution or investment firm
• Willing to obtain investment industry licensing as determined by employer
• Demonstrated experience with Microsoft Office suite; Excel, Word, Outlook
• Completion of post secondary education in financial planning, office or business administration preferred
• Experience with life insurance administration preferred
• Experience working with Customer Relationship Management software preferred
• OR an equivalent combination of education and experience

Job Reference Number: 02-2026-GIM

Job Location – Cranbrook/Elk Valley

Closing Date: open until filled

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.