Growth Investment Management Ltd. in Cranbrook/Elk Valley is seeking a Financial Planning Administration Assistant to support our financial planners, handle client inquiries, process transactions and assist with marketing coordination.
The role is full-time and located at Cranbrook/Elk Valley. The ideal candidate has at least 3 years’ experience in a financial institution, is proficient with Microsoft Office (Excel, Word, Outlook) and is familiar with CRM systems; willingness to obtain industry
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Financial Planning Administrative Specialist employer: Aviso Wealth
Growth Investment Management Ltd. is an exceptional employer located in the picturesque Cranbrook/Elk Valley, offering a supportive work culture that values teamwork and professional development. Employees benefit from comprehensive training opportunities, a collaborative environment, and the chance to make a meaningful impact in clients' financial journeys. With a focus on employee well-being and growth, this role provides a rewarding career path in the financial sector.
