Investment Planning Counsel - Josh Maitland

Employment Type: Permanent (30-35 hours per week with some flexibility)

Key Responsibilities

In person and telephone reception
Screen and direct incoming calls, emails, and mail
Maintain organized filing systems (digital and physical)
Manage calendars, schedule meetings, and organize appointments
Assist in preparing, editing, and formatting financial reports, and correspondence
Provide general administrative support & meeting preparation
Uphold strict confidentiality and handle sensitive information with discretion
Process mutual fund transactions.

Base Qualifications

Superior customer service skills
Strong communication and time management skills
Proficiency in Microsoft Office Suite (Word, Excel, and Outlook)
Strong organizational skills and attention to detail
Ability to work independently and collaboratively
Ability to work in a team environment and demonstrate a professional and friendly manner
Mutual Fund/CIRO Licensed or successful completion of Canadian Securities Course or the ability to become licensed within 6-8 months.

Ideal/Optional Qualifications

Thorough understanding of GIC’s and basic banking products
Familiarity with payroll filing
Previous administrative experience, ideally in financial services, banking, or a related field
Investment industry knowledge

Wage: $23 – $30 per hour, dependent upon experience & qualifications

To apply please Email us on cariboo.service@ipcc.org

To apply for this job email your details to cariboo.service@ipcc.org.