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Job Posting - Licensed Assistant

Position overview

Our team is looking for a professional, motivated individual to join our growing financial planning practice. The current position offering is that of administrative assistant to Nicky Trasias, CFP®. Please see below for a description of the role and its requirements.

Skill requirements

  • Exceptional client service; professional, friendly and courteous in all interactions;
  • Proficient technical computer skills including use of Microsoft Office;
  • Strong communication skills, both written and verbal;
  • Cooperative and collaborative in a team environment;
  • Able to work independently with little or no supervision in a fast-pace and continually changing environment;
  • Excellent organizational and time management skills, including attention to detail, and ability to set priorities, meet deadlines and deal with competing priorities and work demands;
  • Able to exercise good judgment, show initiative and be proactive;
  • A general understanding of financial planning concepts;
  • Committed to ongoing learning and training.


  • Preferred: Degree or Diploma in business related fields or equivalent work experience in the financial services or insurance industry.
  • Preferred: Completion of the Canadian Securities Course (CSC) or willingness to enroll in the future.

Specific responsibilities

  • Customer service duties; incoming and outgoing contact with clients and visitors;
  • Professionally manage inquiries via telephone calls, e-mails and walk-ins;
  • Meeting preparation and follow-up including; providing all necessary documentation, forms and statements to the advisor, posting financial trades and ensuring the correct and timely completion of any portfolio changes;
  • Proactive preparation and processing of documents in accordance with appropriate policies for account openings, transfers, compliant updates, etc.;
  • Act as liaison with mutual fund and insurance companies;
  • Maintain up-to-date client information using the contact management system in place (Salesforce);
  • Maintain and employ safe measures to ensure confidentiality of client information;
  • Able to attend client events that may fall outside regular business hours.

To apply

To apply, please email your resume and cover letter to


Click here to download a copy of the job description.

Posted In: Team Updates