Are you an accomplished administrative professional ready to bring your experience to a growing business that values people?

You have built your career supporting professionals, managing competing priorities, building strong relationships, and creating exceptional experiences for the people you serve. Now you're looking for more than another administrative role. You're looking for meaningful work, a supportive employer, and a place where your experience is respected, your contributions matter, and your work makes a real difference.

At Canadian Financial Planning Partners (CFPP), we're looking for an experienced Administrative Assistant to join our growing, people-focused practice. This is not an entry-level opportunity. We're seeking someone who brings strong administrative expertise, exceptional client service, sound judgment, and a genuine commitment to helping others.

People Are at the Centre of Our Business

At CFPP, we help individuals, families, and employers make confident financial decisions through personalized financial planning, retirement planning, investments, insurance, tax strategies, and benefits solutions. Behind every retirement goal, investment decision, and financial plan is a person looking for guidance, trust, and peace of mind. That's why relationships are at the heart of everything we do.

As our Administrative Assistant, you will play a key role in the client experience. From welcoming current clients and supporting important conversations to ensuring every interaction is professional, organized, and meaningful, you will help create an environment where clients feel valued, supported, and confident in the service they receive.

What’s in store for you at CFPP

As the Administrative Assistant, you will play a central role in both the client experience and the practice's day-to-day operations. You'll work closely with the founder to ensure clients receive exceptional service while helping the business operate efficiently, professionally, and consistently.

Client Service & Relationship Management

- Serve as the first point of contact for clients by phone, email, and in person.
- Welcome clients and help create a professional, warm, and positive experience.
- Respond to client inquiries and coordinate timely follow-up activities.
- Support new client onboarding and help ensure a seamless experience throughout their relationship with CFPP.

Meeting & Calendar Coordination

- Coordinate client review meetings, consultations, and appointments.
- Manage calendars,



scheduling, confirmations, reminders, and logistics.
- Prepare meeting packages and supporting materials.
- Track action items and follow-up commitments to ensure nothing falls through the cracks.

Administrative & Office Support

- Update and maintain client files, including client account information and insertion of financial plan updates.
- Support light bookkeeping tasks as needed.
- Prepare correspondence, reports, presentations, and client communications.
- Maintain systems, processes, and workflows that support an exceptional client experience.

Practice Operations & Growth

- Support the day-to-day administration of a growing financial planning practice.
- Identify opportunities to improve efficiency and client service.
- Assist with special projects and business initiatives as the practice evolves.

Technology & AI

We believe technology should help us spend more time focusing on people.

- Use Microsoft Office, CRM systems, and other business technologies to support efficient operations.
- Use approved AI tools responsibly to draft communications, summarize information, organize notes, support document preparation, and streamline routine work.
- Ensure all AI-supported work is reviewed for accuracy, confidentiality, and appropriate use.

You Might Be a Great Fit If You...

- Enjoy building relationships and creating positive client experiences
- Communicate professionally, confidently, and warmly
- Take pride in being organized, dependable, and detail-oriented
- Handle confidential information with care and discretion
- Can manage multiple priorities while remaining calm and focused
- Show initiative and follow through
- Embrace technology and enjoy learning new tools, including AI

Backgrounds That Translate Well to This Role

This role is designed for someone who has established themselves as an administrative professional and has demonstrated success in:

- Supporting a business owner, advisor, executive, or other senior professional in a client-facing environment.
- Serving as a trusted point of contact for clients while delivering a professional, responsive,



and relationship-focused experience.
- Managing competing priorities, calendars, meetings, correspondence, and follow-up activities with minimal supervision.
- Coordinating the details that keep a professional practice running smoothly, including client communications, documentation, records management, and administrative operations.
- Working with confidential personal, financial, employee, or client information while exercising discretion and sound judgment.
- Using Microsoft 365, client relationship management (CRM) systems, and other business technologies as part of daily work.
- Identifying opportunities to improve processes, increase efficiency, and support business growth.

Experience within financial planning, wealth management, insurance, banking, or other professional advisory environments would be considered an asset.

What Success Looks Like

- A successful Administrative Assistant at CFPP:
- Known by clients as responsive, professional, approachable, and dependable.
- Keeps calendars, meetings, documents, and follow-up activities running smoothly.
- Helps clients feel valued, supported, and confident in the service they receive.
- Creates consistency, organization, and efficiency behind the scenes.
- Is viewed as a trusted partner by both clients and colleagues.
- Contributes to a positive, people-focused culture that supports long-term growth.

How to Apply

Please submit your resume and a brief cover letter outlining your interest in the role and the experience you would bring to CFPP.

Accessibility & Recruitment Information

- CFPP is committed to an inclusive and accessible recruitment process. Accommodation is available upon request.
- We welcome applications from qualified candidates with diverse backgrounds and experiences. Candidates do not need to meet every qualification listed to apply.
- CFPP may use AI-supported technology to assist with the administrative aspects of recruitment. All hiring decisions are made by people.

Pay: $50,000.00-$55,000.00 per year

Advantages:

- Casual dress
- Company events
- Dental care
- Extended health care
- On-site parking
- Paid time off

Application question(s):

- Have you worked in the Financial Planning sector before? If so, where and for how long?
- Are you looking for grow in your career or are you comfortable where you are?

Experience:

- Administrative Assistant : 3 years (preferred)

Work Location: In person

📌 Administrative Assistant (Canada)
🏢 Canadian Financial Planning Partners
📍 Canada