Join Growth Investment Management as a Financial Planning Administration Assistant in Cranbrook/Elk Valley. Support financial planners to enhance client relationships and provide top-notch service.

This full time permanent position is critical in delivering exceptional client experiences at GIM. Your responsibilities will include responding to client inquiries, processing transactions, and assisting in marketing initiatives. Ideal candidates are organized, resourceful, and possess strong attention to detail in a fast-paced environment.

Key Responsibilities:
• Respond to client inquiries regarding portfolios and investments
• Assist in opening client accounts and account maintenance
• Schedule client appointments and conduct follow-ups




• Maintain essential files and documentation as per regulations
• Help distribute and verify financial planning records and reports

Requirements:
• Minimum 3 years in a financial institution or investment firm
• Willingness to obtain industry licensing
• Proficiency in Microsoft Office Suite
• Post-secondary education in relevant fields preferred
• Experience in life insurance administration is advantageous

Bring your skills in client service and organization to help GIM thrive in Cranbrook/Elk Valley.
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📌 Financial Planning Assistant at GIM (British Columbia)
🏢 Aviso
📍 British Columbia