Investment and Retirement Planning Assistant
Location
Surrey, British Columbia
Job Type
Full-time
Category
Financial Specialists
Posted
March 16, 2026
Job Description
What is the opportunity?
As an Investment and Retirement Planning Assistant, you support a top producing Financial Planner, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. You will provide responsive client contact management through telephone, fax and e-mail requests, as well as, develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. Yo...