Financial Dream Solutions Inc. (FDS) is a busy, well established financial services firm in Penticton, Osoyoos, and Kelowna. We are looking for an experienced person or a person prepared to develop, to fill the above full-time position as we expand our exceptional team.

This additional position handles multiple admin systems and tasks, does administration support for the firm’s advisors and specializes in client contact and service. Excellent communication skills, in person and by phone and email, attention to detail, high level of competency with systems management, basic computer skills and programs, multi-tasking and prioritization are all essential. Candidate must be able to quickly adapt to our proprietary technology.

Ideal candidate has Mutual Funds license / experience or prepared to obtain such. Experience in financial services administration or client customer communication experience is valuable. Opportunity for growth and development provided.





Position is full time with base salary and benefits and bonuses. Great chance for professionally minded, high performing individual.

Electronic applications only. Please forward your cover letter explaining why you believe you would be a valuable fit to our team, as well as your resume and references.

Thank you for your application, only candidates selected for an interview will be contacted

Job Type: Full time

Pay: $36,000.00-$50,000.00 per year

Benefits:
Extended health care
RRSP match

Ability to commute/relocate:
Osoyoos, BC: reliably commute or plan to relocate before starting work (required)

Education:
Secondary School (required)

Experience:
Administrative: 1 year (preferred)

Work Location: In person

📌 Administrative Assistant Osoyoos (Canada)
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