Employment OpportunityPosition Name: Financial Planning Administration AssistantLocation: Cranbrook/Elk ValleyAnnual Salary Range: $47,000.00 - $65,000.00Category: Permanent, Full timeAbout Growth Investment Management Ltd. ("GIM")Working in partnership, StellerVista Credit Union, Nelson and District Credit Union, and Creston Credit Union have merged two former successful wealth management entities: Money Works and Growth Financial to create Growth Investment Management ("GIM"). Through this partnership, we provide a holistic approach to financial planning, matching members' financial needs with the best solutions tailored to their situation. We provide a variety of product and service options to members throughout the Kootenay-Boundary region.At Growth Investment Management Ltd., we are proud to offer an employee experience that includes opportunity for professional growth and development; a supportive and inclusive work environment; access to a comprehensive compensation package including participation in extended advantages and pension programs, health and wellness programs, and a competitive vacation entitlement.The OpportunityThe Financial Planning Administration Assistant is a dynamic role that supports GIMs Financial Planners helping to build strong, trusted relationships with clients. As one of the first points of contact with clients, this role will champion the client experience by responding to inquiries, processing transactions, and completing outreach activities with professionalism and care. In addition, this position will providing day-to-day administrative support, assisting with the coordination of marketing initiatives. This role is ideal for a highly organized, resourceful team player with strong critical thinking skills, exceptional attention to detail,



and comfort working in an entrepreneurial environment.Position Overview and ResponsibilitiesThe Financial Planning Administration Assistant is instrumental in developing strong internal and external relationships working closely with clients, trusted partners and credit union colleagues to deliver best in class service. Primary responsibilities include but are not limited to:Responding to client inquiries on existing portfolios, providing investment information, or processing buy-sell ordersAssisting with the opening of client accounts and conducting account maintenanceContacting clients to book appointments or provide service follow-upMaintaining files, records and documentation, as required by regulatory authoritiesAssisting in the distribution, maintenance, verification, completion and filing of financial planning records and reportsIdentifying opportunities for other lines of business and ensuring an effective referral process for incoming and outgoing referralsQualificationsEducation and ExperienceMinimum 3 years of experience in a financial institution or investment firmWilling to obtain investment industry licensing as determined by employerDemonstrated experience with Microsoft Office suite; Excel, Word, OutlookCompletion of post secondary education in financial planning, office or business administration preferredExperience with life insurance administration preferredExperience working with Customer Relationship Management software preferredOR an equivalent combination of education and experienceJob Reference Number: 02-2026-GIMJob Location – Cranbrook/Elk ValleyClosing Date: open until filledWe thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

📌 Financial Planning Administration Assistant - Partner - Gim (Brooks)
🏢 Aviso Wealth
📍 Brooks