Financial Planning Administration Assistant - Partner - GIM

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

Job summary

Growth Investment Management Ltd. seeks a Financial Planning Administration Assistant to support its financial planners in Cranbrook/Elk Valley. You will be a first point of contact, respond to inquiries, process transactions and help with outreach activities with professionalism and care.

This role provides day-to-day administrative support, coordinates marketing initiatives, and assists with client file maintenance and regulatory documentation in a collaborative, 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.
• Demonstrated experience with Microsoft Office suite (Excel, Word, Outlook).
• Post-secondary education in financial planning, office or business administration preferred.
• Experience with life insurance administration preferred.
• Experience with CRM software preferred.
• Equivalent combination of education and experience considered.

Responsibilities

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

Skills

Organizational skills

Attention to detail

Critical thinking

Team player

Education

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

Tools

Microsoft Office

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.