Financial Planning Administration Assistant - Partner - GIM

Employment Opportunity  Position Name:
Financial Planning Administration Assistant   Location :
Cranbrook/Elk Valley
Annual Salary Range : $47,000.00 - $65,000.00
Category :
Permanent, Full time
About Growth Investment Management Ltd. (“GIM”)  Working in partnership, Steller Vista Credit Union, Nelson and District Credit Union, and Creston Credit Union have merged two former successful wealth management entities:
Money Works and Growth Financial to create Growth Investment Management (“GIM”). Through this partnership, we provide a holistic approach to financial planning, matching members’ financial needs with the best solutions tailored to their situation. We provide a variety of product and service options to members throughout the Kootenay-Boundary region.
At Growth Investment Management Ltd., we are proud to offer an employee experience that includes opportunity for professional growth and development; a supportive and inclusive work environment; access to a comprehensive compensation package including participation in extended benefits and pension programs, health and wellness programs, and a competitive vacation entitlement.
The Opportunity  The Financial Planning Administration Assistant is a dynamic role that supports GIMs Financial Planners helping to build strong, trusted relationships with clients. As one of the first points of contact with clients, this role will champion the client experience by responding to inquiries, processing transactions, and completing outreach activities with professionalism and care. In addition, this position will providing day-to-day administrative support, assisting with the coordination of marketing initiatives.

This role is ideal for a highly organized, resourceful team player with strong critical thinking skills, exceptional attention to detail, and comfort working in an entrepreneurial environment.

Position Overview and Responsibilities  The Financial Planning Administration Assistant is instrumental in developing strong internal and external relationships working closely with clients, trusted partners and credit union colleagues to deliver best in class service. Primary responsibilities include but are not limited to:
Responding to client inquiries on existing portfolios, providing investment information, or processing buy-sell orders
Assisting with the opening of client accounts and conducting account maintenance
Contacting clients to book appointments or provide service follow-up
Maintaining files, records and documentation, as required by regulatory authorities
Assisting in the distribution, maintenance, verification, completion and filing of financial planning records and reports
Identifying opportunities for other lines of business and ensuring an effective referral process for incoming and outgoing referrals
Qualifications  

Education and Experience   Minimum 3 years of experience in a financial institution or investment firm
Willing to obtain investment industry licensing as determined by employer
Demonstrated experience with Microsoft Office suite;
Excel, Word, Outlook
Completion of post secondary education in financial planning, office or business administration preferred

Experience with life insurance administration preferred
Experience working with Customer Relationship Management software preferred
OR an equivalent combination of education and experience
Job Reference Number : 02-2026-GIM

Job Location –  Cranbrook/Elk Valley
Closing Date : open until filled
We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.