Join Investia Financial Services as a full-time Financial Administrative Assistant in Kanata, ON. This role emphasizes strong communication, organizational skills, and exceptional client servicing in a hybrid environment.

In this permanent position, you will be an integral part of a thriving Wealth Management practice. The ideal candidate has at least two years of Financial Services experience and will assist a Financial Planner with paperwork, client interactions, and daily office tasks. Your attention to detail will ensure compliance with industry regulations.

Key Responsibilities:



• Prepare and send compliant financial paperwork • Process trades and ensure documentation accuracy • Handle client requests and necessary correspondence • Schedule and monitor appointments efficiently • Offer clerical support within the office environment

Requirements: • At least 2 years experience in Financial Services • Business or Finance degree/diploma preferred • Robust interpersonal and communication skills • Detail-oriented with excellent organizational abilities • Proficient in MS Office suite and Adobe applications

Demonstrate your passion for client service and organizational excellence at Investia Financial Services. #J-18808-Ljbffr

📌 Investia Financial Administrative Assistant (Montreal)
🏢 Panorama Wealth Management
📍 Montreal