Job Title

We are seeking a proactive, detail-oriented Client Relationship Representative (Advisor Assistant) to support a busy financial planning practice. This role is ideal for someone who thrives in a fast-paced environment, takes initiative, and is committed to delivering exceptional client service.You will play a key role in managing client relationships, coordinating communications, and supporting a senior financial advisor with day-to-day operations.What You'll DoBe the primary point of contact for client service and inquiriesCoordinate and schedule client review meetingsPrepare financial review packages (plans, retirement projections, reports)Handle client communications (email, phone, and written correspondence)Process transactions (purchases, switches, redemptions)Work with fund companies and intermediaries to resolve client issues quicklyTrack and improve client service processesKey CompetenciesStrong Customer Satisfaction and Customer Service skills to address client inquiries and deliver exceptional client experiencesStrong multitasking ability in a client-facing, fast-paced environmentExcellent written and verbal communication skillsHighly organized with strong attention to detailProven follow-up skills and commitment to service excellenceAbility to work independently and take initiativeAccuracy in processing transactions and meeting deadlinesQualifications & ExperienceMinimum 3 years of experience in the mutual fund industryPrevious client service experience in financial servicesWorking knowledge of mutual fund industry regulationsProficiency in Microsoft Office (Word, Excel) and systems such as VieFUND, FundservUniversity degree preferredCompletion of Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC)Why You'll love this RoleCompetitive salary starting at $55,000+ (based on experience)Opportunity for career growth in wealth managementSupportive, team-oriented environmentHybrid flexibility (with strong in-office collaboration)Hands-on exposure to financial planning and client strategy