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Added 47 mins ago
BU
Premier Client Specialist
BMO U.S.
Toronto, ON
- Full-time
…advice, guidance, and solutions through a defined banking and investment solution set (e.g. simplified advisory accounts, annuities, mutual funds, 529s, and life…
Added 1 hour ago
NB
Associate
National Bank of Canada
Sorel-Tracy, QC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 13 hours ago
A
Corporate Actions Administrator
Aviso
Toronto, ON
- $55,000 to $65,000 CAD / year
- Full-time
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 16 hours ago
NB
Wealth Associate
National Bank of Canada
Quebec, QC
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 19 hours ago
T
Developing Investment Advisor - Edmonton & Calgary
TD
Calgary, AB
- Full-time
…This could be your next big move! We are hiring Developing Investment Advisors into our Developing Investment Advisor Program. This is a highly specialized program where participants gain…
Added 1 day ago
PS
Senior Analyst / Associate, Infrastructure Investments
Public Sector Pension Investment Board
Montreal, QC
- Full-time
…assets globally. You will be involved in all aspects of the investment process including research, origination, due diligence and analysis of investment opportunities, transaction…
Added 2 days ago
NB
Wealth Management Associate
National Bank of Canada
Quebec, QC
- Full-time
Assist advisors or private advisors with the administrative tasks related to managing clients' accounts
Added 2 days ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 2 days ago
NB
Wealth Associate
National Bank of Canada
Ottawa, ON
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 2 days ago
M
Senior Branch Manager
Manulife
Toronto, ON
- Full-time
…Manager is responsible for providing Daily Tier 1 supervision of advisors registered with the Canadian Investment Regulatory Organization…
Added 2 days ago
MI
Account Associate, Financial
Masters Insurance
Vaughan, ON
- Full-time
Our extensive services cover personal and commercial insurance, group benefits, as well as life, estate, and investment solutions. With offices in Toronto, Hamilton, Ottawa, Windsor, New…
Added 2 days ago
B
Administration Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
The Client Service Associate role supports a large advisory team consisting of two Investment Advisors (IAs, five Investment Associates and three Client Service Associates (CSA). This role…
Added 2 days ago
HI
Advisor Experience Specialist
HUB International
Woodbridge, ON
- Full-time
…independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products,…
Added 2 days ago
EL
Financial Analyst, Investment Administration
Empire Life
Toronto, ON
- Full-time
Empire Life is looking to hire a Financial Analyst to join our Investment Administration team! We are actively seeking candidates to fill a current, open position.
Added 2 days ago
SL
Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Ajax, ON · Kingston, ON · Toronto, ON
- Full-time
Has strong knowledge and passion of retail insurance and investment products
Added 2 days ago
SL
Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Hamilton, ON · Oakville, ON · St. Catharines, ON
- Full-time
Has strong knowledge and passion of retail insurance and investment products
Added 2 days ago
SL
Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
AB · Red Deer, AB
- Full-time
Has strong knowledge and passion of retail insurance and investment products
Added 2 days ago
SL
Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Vancouver, BC · Victoria, BC
- Full-time
Has strong knowledge and passion of retail insurance and investment products
Added 2 days ago
SL
Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Saskatoon, SK
- Full-time
Has strong knowledge and passion of retail insurance and investment products
Added 2 days ago
SL
Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Winnipeg, MB
- Full-time
Has strong knowledge and passion of retail insurance and investment products
Added 2 days ago
SL
Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Moncton, NB
- Full-time
Has strong knowledge and passion of retail insurance and investment products
Added 2 days ago
SL
Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Ottawa, ON
- Full-time
Has strong knowledge and passion of retail insurance and investment products
Added 2 days ago
B
Wealth Planning Consultant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…Ultra High Net Worth (HNW/UHNW) clients in partnership with Investment Advisors. In this role, you will deliver a client-focused planning experience, from discovery and financial analysis…
Added 2 days ago
B
Client Service Assistant, Private Wealth (Contract)
BMO
Toronto, ON
- Full-time
The Client Service Assistant supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides…
Added 2 days ago
SL
Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Burnaby, BC · Richmond, BC · Vancouver, BC
- Full-time
Has strong knowledge and passion of retail insurance and investment products

Closed listing

DFSIN Alberta - Desjardins Financial Security Independent Network

Administrative Assistant

Calgary, AB, Canada

$45,000-$50,000 for candidates who are unlicensed and new to the industry. · Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Pay: $45,000-$50,000 for candidates who are unlicensed and new to the industry.
Job type: Full-time
Closing date: Oct 22, 2026
Posting language: English
Posted: Sep 22, 2026

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Original job description

Archived listing. The details below describe a past opening.

Administrative Assistant

Full-Time | In-Office | Financial Services | Calgary, AB

About the Role

One of our Advisors is looking for an organized, detail-oriented, and proactive Administrative Assistant to join his growing financial services practice.

This is an in-office role for someone who enjoys staying busy, keeping things organized, and taking ownership of their work. You'll provide administrative and client support while helping keep the day-to-day operations of the practice running smoothly.

You won't be expected to wait for someone to tell you what to do next. Once you understand the task, you'll be trusted to take it and run with it.

What You'll Be Doing

Your responsibilities will include:

Providing administrative and day-to-day client support
Managing paperwork and documentation
Supporting new business processes and follow-ups
Keeping client and practice information organized and up to date
Assisting with scheduling and coordination
Following up on outstanding items and keeping tasks moving
Supporting insurance and investment administration, as applicable to your experience and licensing
Maintaining accurate records and CRM information
Helping keep the practice organized and running efficiently
Communicating professionally with clients, advisors, and business partners
Identifying issues and taking ownership of getting them resolved

What We're Looking For

We're looking for someone who is:

Organized and able to manage multiple priorities
Fast and efficient without sacrificing accuracy
Extremely detail-oriented
Independent and comfortable taking ownership of their work
A strong communicator, both with clients and internally
Professional, friendly, and comfortable working with people
Comfortable learning new systems and technology
Able to stay calm and productive when things get busy

You should be comfortable receiving a task, understanding what needs to happen, and seeing it through without needing constant supervision.

When something doesn't go according to plan, we're looking for someone who can think critically, work through the issue, and come back with the problem and a proposed solution.

Experience & Licensing

Some experience in financial services, administration, or an advisor support role is preferred, but we are open to the right candidate.

Insurance or investment industry experience is an asset.

Licensing is preferred, but not required. Candidates who are currently licensed, have previous industry experience, or are interested in developing their career in financial services are encouraged to apply.

What Will Make You Successful

Attention to detail is critical in this role. Financial services involves a lot of moving pieces, documentation, deadlines, and client information, so accuracy and follow-through matter.

We're looking for someone who takes pride in their work, learns quickly, and can become a trusted part of the practice.

The Administrative Assistant will not make investment or trade decisions or provide product recommendations outside the scope of their licensing.

Compensation

$45,000-$50,000 for candidates who are unlicensed and new to the industry.

For experienced and licensed candidates, compensation is negotiable based on experience and qualifications

The Right Fit

This role would suit someone who likes being busy, enjoys having responsibility, and takes satisfaction in keeping things organized behind the scenes.

If you're the kind of person who notices what needs to be done, gets it done, and brings solutions when something goes wrong, we'd like to hear from you.

About employer

More about this job

Responsibilities

The Administrative Assistant will provide day-to-day client and operational support, including managing paperwork, scheduling, and maintaining CRM records. They are responsible for ensuring the practice runs efficiently by identifying issues and proactively resolving them.

Requirements

The ideal candidate is highly organized, detail-oriented, and capable of working independently without constant supervision. While experience in financial services or insurance is preferred, it is not strictly required for the right candidate.

Skills

Administrative Support
Client Support
Documentation Management
Scheduling
CRM Management
Insurance Administration
Investment Administration
Communication
Problem Solving
Attention To Detail
Organization
Time Management
Data Entry
Record Keeping

Visa sponsorship

Not detected in the job text

Keywords

Administrative Assistant
Financial Services
Insurance
Investment
CRM
Documentation
Client Support
Scheduling
Office Administration
Record Keeping
Proactive
Detail-oriented
Professional Communication
Operations

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