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A well-established financial planning firm in Kenora is seeking a client-centered individual for a full-time role. Responsibilities include providing clerical support to financial planners and assisting a large number of clients with insurance and investments. The ideal candidate will have experience with Microsoft Office and one to three years of receptionist experience. Attention to detail is crucial. Applications are due by October 3, 2025.
This full-time position (hours negotiable) requires a client-centered person with excellent interpersonal skills to work in a professional, well-established financial planning firm in Kenora. This key position within our firm will provide clerical support to our financial planners and client service to a large number of insurance & investment clients.
The ideal applicant will have hands-on experience with Microsoft Office.
One to three years of previous phone & in-person receptionist experience is preferred.
Keen attention to detail & accuracy required.
Please send your detailed resume and cover letter by October 3, 2025 to :
Safety Bay Financial
301 First Avenue South
Kenora, ON P9N 1W2
E-mail: service@safetybay.ca
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.