Job Description: Investia Financial Services provides comprehensive wealth management services and financial planning services. We are seeking a highly organized and professional Administrative Assistant to provide comprehensive support to our Senior Financial Planner. As an Administrative Assistant, you will play a critical role in ensuring the smooth operation of our company by handling administrative tasks, managing schedules, and maintaining client relationships.

Responsibilities:

- Manage the Senior Financial Planner's calendar, schedule appointments, and coordinate meetings.
- Prepare and organize documents and reports for client meetings.
- Act as a liaison between the Senior Financial Planner and clients, responding to inquiries and providing excellent customer service.
- Assist with the preparation and submission of financial forms, applications, and other paperwork.
- Maintain client database and ensure accurate and up-to-date client records.
- Handle general administrative tasks, including phone calls, emails, and office supply management.

Qualifications:

- Experience as a Licensed Administrative Assistant or similar role, experience in the financial services industry (Insurance and Investment) is a requirement with a minimum of 2 years.
- Must hold the Canadian Securities (CSC) or Canadian Investment Funds (CIFC) and have 2 years minimum industry experience.
- Strong organizational skills with exceptional attention to detail.




- Excellent verbal and written communication skills.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Ability to handle sensitive and confidential information with discretion.
- Proactive and able to anticipate the needs of the Senior Financial Planner.
- Ability to work independently and efficiently in a fast-paced environment.
- Experience with social media marketing would be an asset, but not a requirement.

Education:

- Canadian Securities or Canadian Investment Funds Course
- Life Insurance License is an advantage but not required

How to Apply: Interested candidates are invited to submit their resume and a cover letter highlighting their relevant experience to [email protected]. Please include "Licensed Administrative Assistant Application" in the subject line.

Note: Only shortlisted candidates will be contacted for an interview.

Job Type: Full-time

Pay: $55,000.00-$80,000.00 per year

Perks:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Vision care

Ability to commute/relocate:

- Calgary, AB T2G 5P9: reliably commute or plan to relocate before starting work (required)

Education:

- Secondary School (required)

Experience:

- Invesmtent Industry: 2 years (required)

Language:

- fluent English as your 1st language (required)

Work Location: In person

📌 Licensed Investment Advisor Assistant (Calgary)
🏢 Important Group
📍 Calgary