Description
Growth Investment Management Ltd. is hiring a permanent, full-time Financial Planning Administration Assistant in Cranbrook/Elk Valley. The role supports financial planners by responding to client inquiries, processing buy-sell orders, opening and maintaining client accounts, coordinating appointments and follow-up, maintaining regulatory records, supporting financial planning reports, and assisting with referrals and marketing. Applicants need at least three years of experience in a financial institution or investment firm, Microsoft Office proficiency, and willingness to obtain investment industry licensing; post-secondary education in financial planning, office or business administration, life insurance administration, or customer relationship management software is preferred. The annual salary is $47,000 to $65,000, and the position remains open until filled.
