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Added 8 mins ago
RB
Associate
Royal Bank of Canada
Montreal, QC
- Full-time
The RBC Dominion Securities Place Ville Marie branch is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate.
Added 8 mins ago
RB
Senior Associate
Royal Bank of Canada
Richmond Hill, ON
- Full-time
Account Management, Client Relationship Management, Client Service, Collaboration, Customer Success, Decision Making, Financial Regulation, Financial Services, Group Problem Solving,…
Added 8 mins ago
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Associate Creative Director
Accenture
Toronto, ON
- Full-time
…and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited…
Added 22 mins ago
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Banking Relationship Sales Representative (Small Business Solutions) – Whitby Territory
ADP
Mississauga, ON
- $71,600 to $121,600 CAD / year
- Full-time
Our Sales teams are at the heart of ADP’s success. Every day, they earn client trust, solve complex business challenges, and build long‑term partnerships that help organizations thrive.
Added 23 mins ago
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Senior Associate
RBC
Richmond Hill, ON
- Full-time
Account Management, Client Relationship Management, Client Service, Collaboration, Customer Success, Decision Making, Financial Regulation, Financial Services, Group Problem Solving,…
Added 23 mins ago
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Associate
RBC
Brossard, QC
- Full-time
The RBC Dominion Securities Brossard branch is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate.
Added 23 mins ago
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Senior Associate
RBC
Richmond Hill, ON
- Full-time
…external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with the…
Added 23 mins ago
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Senior Associate, Workforce Transformation (Bilingual FR/ENG)
PwC
Montreal, QC
- Full-time
…improving employee engagement, and managing change. As a Senior Associate, Workforce Transformation, you will play a key role un delivering end-to-end transformation projects, leveraging…
Added 23 mins ago
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Workforce Transformation Senior Associate
PwC
Ottawa, ON · Toronto, ON
- Full-time
At PwC, our people in Workforce Transformation focus on providing consulting services related to human resources function, payroll, talent management, and organizational development. These…
Added 23 mins ago
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US State and Local Tax, Senior Associate
PwC
Toronto, ON
- Full-time
As a Senior Associate in our US State and Local Tax (SALT) practice, you’ll work alongside and learn from experienced subject matter experts through on-the-job coaching and mentoring. You…
Added 23 mins ago
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Canadian Commercial Banking Associate
TD
Concord, ON
- Full-time
TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector,…
Added 23 mins ago
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Personal Banking Associate Trainee
TD
St. Catharines, ON
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 23 mins ago
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Customer Experience Associate - Inviting Applicants who identify as First Nation (Status and Non-Status) Inuit, and Métis for future opportunities in Brampton
TD
Brampton, ON
- Part-time
…Non-Status), Inuit, and Métis with interest in the Customer Experience Associate role. For other opportunities, both for First Nation, Inuit, and Métis communities and others, please visit…
Added 23 mins ago
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Customer Experience Associate
TD
Petrolia, ON
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 23 mins ago
T
Customer Experience Associate
TD
Kingston, ON
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 23 mins ago
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Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 23 mins ago
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Personal Banking Associate
TD
Salmon Arm, BC
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 53 mins ago
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Senior Associate, Administrative Assistance, W&R
WTW
Toronto, ON
- $65,000 to $85,000 CAD / year
- Full-time
As Senior Associate – Administrative Assistance, this position requires a passion for client/customer satisfaction as well as the desire to continually tackle new challenges. This position…
Added 53 mins ago
Senior Wealth Advisor | Financial Planner - Partner - Mainstreet Credit Union
Aviso Wealth
Sarnia, ON
We are a dynamic and growing credit union with 10 locations across Southwestern Ontario, committed to providing exceptional financial services to our members.
Added 53 mins ago
Business Development Associate
4Sight Search Solutions Inc.
ON · Mississauga, Ontario
…Area. They provide expert valuation, marketing, and negotiation services, helping entrepreneurs achieve their exit strategies and buyers find their next venture. They are committed to…
Added 1 hour ago
Store Associate
Sherwin-Williams
Penticton, BC
…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…
Added 1 hour ago
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Associate Manager, Market Access & Pricing
EVERSANA
Toronto, ON
- Full-time
…to creating and delivering next-generation commercialization services to the life sciences industry. We are grounded in our cultural beliefs and serve more than 650 clients ranging from…
Added 1 hour ago
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Accounts Receivable Associate
YORK1
Toronto, ON
- Full-time
- Contract
YORK1 is a leader in environmental and industrial services, delivering sustainable waste management solutions across Ontario. With a growing fleet and strong regional presence, we are…
Added 1 hour ago
Associate Director, Strategic Pursuits, Managed Services
EY
Edmonton, AB · AB · Vancouver, BC · Victoria, BC · Winnipeg, MB · Dieppe, NB · Saint John, NB · St. John's, NL · Halifax, NS · London, ON · Ottawa, ON · Toronto, ON · ON · Montreal, QC · Quebec, QC · Saskatoon, SK · Waterloo, ON · Calgary, AB
…Strategic Deals Team (SDT) within Clients & Industries as an Associate Director, Managed Services Growth & Strategic…
Added 1 hour ago
OT
Associate, Corporate Services
Odyssey Trust Company
Toronto, ON
- Full-time
We are currently seeking a Corporate Services Associate to join our team. The successful candidate will be based in our Toronto office.

iA Private Wealth

Part-Time Receptionist / Administrator

Oshawa, ON, Canada

Apply About employer

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Job details

Apply by: Nov 7, 2026
Posting language: English
Posted: Oct 8, 2026

The title and job type details differ. Check the full description.

Original job description

Part-Time Receptionist / Client Service Associate

Zach Kirkby Financial, part of iA Private Wealth

Location: Downtown Oshawa, Ontario

Job Type: Part-Time, Ongoing

Hours: Approximately 15–25 hours per week

Schedule: Monday–Friday, ideally 11:00 a.m.–3:00 p.m., with flexibility

Compensation: $18–$25 per hour, based on experience

Anticipated Start: October/November 2026

About the Role

Zach Kirkby Financial is a growing financial planning practice located in downtown Oshawa. We are looking for a professional, confident and highly organized Part-Time Receptionist / Client Service Associate to become an important part of our small team.

This is a great opportunity for someone who enjoys working with people, takes pride in being organized, and wants a flexible part-time position where their contribution genuinely matters.

You will be the first point of contact for our clients while also providing administrative, client-service and organizational support to the practice. You'll work closely with our team to keep the office running smoothly, ensure clients receive a personalized experience, and identify opportunities to make our systems and processes more efficient.

Our office environment is casual but professional, and we value people who are dependable, take initiative and are willing to pitch in wherever needed.

What You'll Do

Client Service & Reception

Welcome clients and visitors to the office in a warm and professional manner
Answer and manage the general office telephone line
Develop familiarity with our clients, including their preferences and individual needs
Schedule and coordinate client appointments
Communicate with clients by phone and email
Provide a high level of service while maintaining professionalism and confidentiality

Administrative & Practice Support

Manage and maintain calendars and appointments
Make outbound client calls and follow up on outstanding items
Prepare client meeting materials and packages
Receive, scan, organize and upload client documents
Maintain accurate and up-to-date client information in our CRM
Assist with online portal setup and troubleshoot basic client issues
Download tax forms and other documents as required
Complete simple forms and administrative paperwork for clients
Assist with general office organization and filing
Coordinate mail, couriers and office supplies
Prepare and send physical and virtual birthday cards to clients
Help maintain a clean and organized office environment, including light tasks such as taking out garbage and sweeping

Calendar & Personal Assistant Support

Assist with managing the advisor's business and personal calendars
Schedule personal and family appointments when required
Identify scheduling conflicts and proactively resolve them
Provide reminders about upcoming commitments and important dates
Help protect and organize the advisor's time so that the practice can operate efficiently

We're Looking For Someone Who Is

Extremely organized. You enjoy keeping things in order and can manage multiple competing priorities without losing track of the details.

Professional. You understand that you are representing a professional financial-planning practice and take pride in how you interact with clients.

Confident. You're comfortable answering the phone, speaking with clients, asking questions and taking ownership of your responsibilities.

Independent. You don't need to be told about every little task. You can handle routine responsibilities independently and recognize when something needs attention.

A people person. You genuinely enjoy interacting with others and building relationships. Remembering clients, their preferences and the little details that matter to them is something you naturally value.

A problem solver. You're willing to say, "There has to be a better way to do this," and then help create that better way.

A team player. We're a small office, which means everyone contributes. We're looking for someone who wants to help the entire team succeed - not someone who only wants to complete a defined list of tasks.

Qualifications & Experience

Previous office or administrative experience is preferred
Previous financial-services experience is an asset
College diploma or equivalent education is an asset, but not required
Strong computer skills and comfort learning new software
Strong working knowledge of Microsoft Office, particularly Outlook and Excel
Experience with Microsoft Teams is an asset
Experience with Maximizer CRM is an asset, but not required
Excellent written and verbal communication skills
Strong attention to detail and organizational skills
Ability to handle confidential client information with discretion and professionalism
Ability to work independently while contributing positively to a small team

The Schedule

This is a 15–25 hour per week position, with an ideal schedule of approximately Monday to Friday, 11:00 a.m. to 3:00 p.m.

We understand that flexibility can be important, and there may be some flexibility around the specific hours and days for the right candidate.

Compensation & Additional Opportunities

$18–$25 per hour, depending on experience.

Additional opportunities may include:

Paid vacation, subject to applicable eligibility and tenure
Group RRSP
Performance-based bonuses
Paid professional development

Why This Role?

This position is ideal for someone who wants to be an important part of a small, professional team without the demands of a traditional full-time role.

You'll have the opportunity to build genuine relationships with clients, develop your administrative and professional skills, take ownership of your work, and help improve the way a growing financial-planning practice operates.

If you're someone who naturally notices what needs to be done, enjoys helping others, and takes satisfaction in making everyone's day a little more organized and efficient, we'd like to hear from you.

How to Apply

Please submit your resume along with a brief note explaining why you are interested in the position and what you feel you would bring to our team.

We thank all applicants for their interest. Only candidates selected for an interview will be contacted

Apply About employer

More about this job

Responsibilities

Welcome clients, manage reception and communications, schedule appointments, and provide personalized client service. Support the financial-planning practice with document and CRM administration, office organization, and business and personal calendar coordination.

Requirements

Previous office or administrative experience is preferred, while financial-services experience and a college diploma or equivalent are assets but not required. Candidates should have strong computer, communication, organizational, and confidentiality skills, and be able to work independently while contributing to a small team.

Skills

Organization
Client Service
Reception
Appointment Scheduling
Calendar Management
Written Communication
Verbal Communication
Attention to Detail
Confidentiality
Microsoft Office
Microsoft Outlook
Microsoft Excel
Microsoft Teams
Maximizer CRM
Problem Solving
Document Management

Benefits

Paid Vacation
Group RRSP
Performance-Based Bonuses
Paid Professional Development

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Financial Planning
Client Service
Reception
Administrative Support
Appointment Scheduling
Calendar Management
Client Communication
Microsoft Office
Microsoft Outlook
Microsoft Excel
Microsoft Teams
Maximizer CRM
Document Scanning
Document Management
Online Client Portals
Confidential Information
Office Organization
Mail and Courier Coordination
Client Meeting Materials
Data Accuracy
Problem Solving
Client Follow-Up

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