Investment Advisor Assistant

Precedence Capital – Harbourfront Wealth Management Inc. is a dynamic and innovative financial planning firm that goes beyond traditional investment management. We are dedicated to providing comprehensive financial solutions that empower our clients to optimize their financial well-being. With a focus on wealth management, tax advisory, debt planning, insurance, and investments, we are seeking a skilled and organized Investment Advisor Assistant to join our growing team.

Position Overview:

As an Investment Advisor Assistant, you will play a pivotal role in our team’s success by providing exceptional support to our financial planning, tax, and investment divisions. This is an excellent opportunity for a candidate with excellent organizational skills, attention to detail, and outstanding follow-up abilities.

While we value candidates from Saskatoon who can be present in the office 2 – 3 days per week, we also welcome candidates from other locations who can meet the demands of our dynamic and client-focused environment.

Ideal Qualifications:

• Professional communication skills
• Proficiency in various technology and software solutions
• Strong organization and time management abilities
• Experience in financial planning, tax, insurance, or investments
• Licensed and registered with the Canadian Securities Institute (CSI)
• Dedication to client service excellence
• Ability to work effectively within a fast-paced environment

Key Responsibilities:

• Assist with client service needs and inquiries
• Support financial planning, tax, and investment initiatives
• Prepare documentation for new investment accounts
• Provide guidance on savings, tax, insurance, and debt to clients
• Review and communicate financial plans and strategies to clients
• No sales responsibilities, purely administrative and client-focused support

Compensation and Benefits:

• Competitive annual salary ranging from $72,000 to $96,000 based on experience and skillset
• Full comprehensive health and dental benefits package
• Matching Retirement Savings Plan (RRSP)
• Monday to Friday schedule

If you are a motivated, detail-oriented individual with a passion for helping clients achieve their financial goals, we encourage you to apply. Join our team and contribute to a culture of excellence in financial planning and client service.

To apply, please submit your resume and a cover letter outlining your relevant experience and why you are a suitable fit for this position. We look forward to reviewing your application. [email protected]