We are seeking a highly organized and proactive Executive Assistant to provide comprehensive support to the President. The ideal candidate will possess exceptional entrepreneurial mindset, robust interpersonal skills, and a commitment to ethical financial guidance to join our growing team. This role requires a professional demeanor, excellent communication skills, and the ability to maintain confidentiality while managing sensitive client information.

Key Responsibilities

- Manage and maintain executive schedules, including Outlook Calendar appointments and meeting arrangement.
- Identify and pursue new business opportunities through networking and referrals
- Perform clerical duties such as filing, data entry along with a strong ability to manage multiple tasks efficiently
- Educate clients on financial products including insurance and investment solutions
- Maintain and grow long-term client relationships through proactive service
- Stay informed on industry trends, regulatory changes, and market conditions

Key Qualifications

- Post-secondary education or equivalent experience in finance, business,



or a related field
- Strong ability to generate leads and manage a client pipeline
- Excellent communication, presentation, and interpersonal skills
- Highly organized with strong time management and multitasking abilities
- Results-driven with strong networking and relationship-building skills
- Valid driver’s license and access to a vehicle
- LLQP certification (Preferred)

Additional Information

- Job Types: Full-time, Permanent.
- Schedule: 8-10 hour shifts
- Language Requirement: Punjab speaking will be a bonus
- Work Location: In person

Inclusion and Equal Opportunity Employment

Insurance Depot LTD. is an equal opportunity employer committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified individuals regardless of race, religion, gender, sexual orientation, age, disability, or any other protected status.

Pay: $60,000.00-$70,000.00 per year

Benefits:

- On-site parking

Work Location: In person

📌 Executive Assistant to Financial Advisor (Canada)
🏢 Insurance Depot
📍 Canada