Wealth Planner (Canada)

Wealth Planner (Canada)

03 Aug
|
IntegrityPlus Financial
|
Canada

03 Aug

IntegrityPlus Financial

Canada

Part-Time Administrative Assistant – Financial Services

Location: Battleford, Saskatchewan

Job Type: Part-time | Monday to Wednesday only

Hours: 9:00 AM – 5:00 PM (or flexible within business hours – 24 hours per week)

Company: IntegrityPlus Financial – Trusted Financial Services Firm

About the Role

We are seeking a motivated and reliable Part-Time Administrative Assistant to join our financial services team on a Monday–Wednesday schedule. This is an excellent opportunity for someone who is organized, eager to learn, and interested in building a career in the financial industry. No prior experience is required — we value willingness to learn and a strong work ethic above all.

Key Responsibilities

Provide administrative support to our financial advisors and operations team

Manage calendars, schedule client meetings, and coordinate appointments

Prepare and format documents, reports, presentations, and client correspondence

Maintain organized digital filing systems and client records

Handle incoming calls, emails, and general correspondence professionally

Assist with basic data entry and updating client information in our systems

Support compliance documentation and general office administration

Help with travel arrangements, expense reports, and ad-hoc administrative tasks

Requirements

No previous experience required — we are looking for someone willing to learn and grow with us

Strong attention to detail and excellent organizational skills

Good written and verbal communication skills (English essential)

Proficiency in Microsoft Office (Word, Excel, Outlook)



or willingness to learn quickly

Professional attitude and ability to handle confidential information with discretion

Reliable, punctual, and able to work independently as well as part of a team

Interest in the financial services industry is highly desirable

What We Offer

Part time schedule: Monday, Tuesday, and Wednesday only (24 hours/week)

Competitive hourly rate (to be discussed based on skills and attitude)

Prospect to gain valuable experience in the financial services sector

On-the-job training and mentoring to help you develop your skills

Friendly and supportive team environment

Potential for future growth within the company

How to Apply

If you are enthusiastic, dependable, and ready to start a rewarding journey in financial services, we encourage you to apply!

Please send your CV/Resume (even if it’s short or you have limited work experience) and a short note telling us why you’re excited about this opportunity to:

[email protected]

Subject line: Part-Time Administrative Assistant Application

We welcome applications from recent graduates, career changers, or anyone looking for a flexible part-time role with great learning potential.

Only shortlisted candidates will be contacted.

About Us

IntegrityPlus Financial is a reputable financial services provider in Battleford, Saskatchewan, committed to delivering excellent client service while upholding the highest standards of integrity and professionalism.

Pay: $18.00-$25.00 per hour

Benefits:

- Flexible schedule

Work Location: In person

📌 Wealth Planner (Canada)
🏢 IntegrityPlus Financial
📍 Canada

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