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Assistant to Financial Advisor

Reference ID: 14494
Banking, Finance and Insurance
Full Time
Burnaby, BC     
North Vancouver, BC     
Vancouver, BC     

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Assistant to Financial Advisor

Our client is a reputable Financial Planning firm that is searching for a dependable and customer-focused professional to take on an Assistant to Financial Advisor role. The ideal candidate is someone who has excellent attention to detail, organizational skills and can thrive in an environment with a variety of responsibilities supporting senior finance professionals.

Location: Vancouver, BC


  • Manage an accurate and complete system of client files and compile documents as needed
  • Act as primary contact person for clients, directing and responding appropriately to varying client inquiries
  • Proactively develop rapport with clients and call clients on scheduled basis to check in, set up meetings or follow up on service
  • Assist with new account openings and client account administration
  • Manage the calendar and maintain an accurate schedule of appointments for the Financial Advisory team, including conference calls, client events and meetings
  • Provide office maintenance and management support, including ordering supplies, vendor management and carrying out ad hoc administrative assignments
  • Ensure all company records and relevant investment files are accurately organized


  • At least 3 years’ experience in an administrative role, in Financial Services
  • Completion of IFIC or LLQP is considered an asset
  • Post-secondary education in business-related studies is an asset
  • Ability to demonstrate high level of professionalism and service at all times to develop excellent client relationships
  • Proactive, reliable and diligent with all aspects of work and an ability to exercise discretion with confidential matters
  • Skillful at managing multiple priorities through effective organization and time management
  • Exceptional interpersonal and communication skills
  • Strong proficiency with MS Office Suite and working knowledge of CRMs and industry software

Individuals meeting the criteria above are encouraged to submit their resume to Alana Savage by visiting and clicking the"APPLY"  button. Alana can be reached at 604-662-8967 ext. 103 in confidence. While we thank all candidates for their interest, only select individuals will be contacted for follow-up.


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Posted: December 1, 2016
Closes:January 30, 2017
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About McNeill Nakamoto Recruitment Group

Good enough, isn't.

Finding professionals with the requisite skills is easy. Learning about the person behind the professional is more challenging. At McNak we recruit for the financial,...