Opportunity: Associate Advisor/ Executive Assistant / Client Support – Boutique Financial Firm

We are a small, boutique financial services firm located in Cloverdale, BC, specializing in comprehensive investment and insurance solutions for a select clientele. We are currently seeking a highly organized and personable individual to join our team as an Associate Advisor/ Executive Assistant / Client Support.

About the Role:
You will work directly with our lead advisor to support day-to-day client management, portfolio analysis, trades, marketing and administrative tasks. This is a unique opportunity to be part of a close-knit team in a professional, service-oriented environment.

Key Responsibilities:

· Provide personalized administrative support to the advisor including compliance, trades, portfolio analysis

· Assist with client communications and appointment scheduling

· Prepare and organize client documentation and files

· Maintain CRM and manage follow-ups

· Support in coordinating client meetings and ensuring a smooth client experience

What We're Looking For:

· Strong organizational and communication skills

· A professional, friendly demeanor

· Discretion and confidentiality with client information

· Previous experience in financial services or administrative support is an asset. Mutual Fund (IFIC)(CIRO) license required

· Comfort with technology and office software (e.g., Outlook, Excel, CRM systems) Social Media experience an asset

Why Join Us:

· Work closely with an experienced advisor

· Be part of a trusted and respected firm in the community

· Flexible and supportive work environment

· Opportunity for long-term growth in the financial services industry

If you're looking for a meaningful role in a professional yet personalized setting, we'd love to hear from you.

Salary to commensurate with qualifications, experience and or education.