About us
We are an Abbotsford-based wealth management practice serving physicians, medical specialists, and incorporated business owners across British Columbia. Our clients lead demanding professional lives — running clinics, managing practices, and building businesses — and they trust us to bring structure, precision, and care to their financial world. We coordinate closely with their accountants and lawyers, and we take pride in handling the details so our clients don't have to. Our services span corporate and personal tax planning, retirement planning, business succession, estate planning, investment management, philanthropy, and insurance solutions — delivered through a comprehensive and collaborative approach.
Position Summary
We are seeking a Licensed Assistant / Practice Manager to become the operational backbone of our practice. This is a senior role for a highly organized, detail-driven professional who will direct the day-to-day operations of our team, manage critical compliance workflows, and serve as the central point through which client service and practice priorities flow.
You will execute client trades, oversee KYC and account administration, client communication and ensure every commitment to our clients is met with precision. Over time, you will pursue your MFDA Dealing Representative licence and grow into an expanded client-facing role within the practice.
What Makes This Role Unique
Exposure to high-net-worth, complex financial planning for physicians, medical specialists, and business owners — a sophisticated client base with interesting, varied needs including:
- Advanced tax strategies and optimization
- Retirement projections and modeling
- Estate and legacy planning
A clear, supported path to MFDA licensing, with the opportunity to take on direct client relationships as you grow into the role.
A long-term career opportunity within an established, growing practice, working closely and directly with the lead advisor.
Responsibilities
Provide oversight of administrative and business operations of a boutique financial planning practice including but not limited to the following:
- Execute client trade requests daily with accuracy and within regulatory timelines
- Manage recurring compliance tasks: KYC updates, account reviews, high cash balance monitoring, account openings and transfers
- Track and manage estate settlements from initiation through to completion
- Monitor key practice KPIs — client appointments, pipeline, CE credit tracking, and compliance deadlines
- Maintain working knowledge of registered accounts: TFSAs, RRSPs, RRIFs, RESPs, and non-registered accounts
- Serve as the point person for client requests, executing directly where appropriate or routing to the advisor with full context
- Provide daily direction, ensuring the team is aligned on priorities
- Manage staff scheduling, including vacation and sick day tracking
- Oversee the flow of information between clients, the advisor, and internal systems
- Maintain accurate, up-to-date client records within CRM and back-office systems
- Ensuring exceptional customer service.
- Overseeing marketing campaings, managing and monitoring social media, and analyzing trends.
- Managing and creating systems to ensure the smooth runing of the practice.
- Responding to phone and in-person inquiries at the office.
- Maintaining and updating email correspondence, sorting/distributing incoming email, and preparing outgoing email.
- Maintaining digital client files and paperwork.
- Managing/updating client databases.
- Planning and coordinating client appreciation events.
- Posting and monitoring social media feeds and website.
Qualifications and Experience
- 3+ years of experience in financial services, wealth management, or a professional services environment
- Working knowledge of mutual funds, registered accounts, and dealer compliance requirements
- Exceptional organizational skills and the ability to manage multiple priorities without dropping the ball
- Clear, professional communicator, both written and verbal
- High level of discretion in handling confidential client and financial information
- Current or in-progress MFDA Dealing Representative licensing is an asset, but not required at the outset
- Proficiency with Microsoft Office (Outlook, Word, Excel, Power Point); familiarity with financial back-office platforms is an asset
- Excellent customer service orientation with a demonstrated ability to interact professionally with clients both on the phone and face-to-face.
- You must be well organized with the ability to manage multiple focuses and prioritize tasks.
- You are an energetic and enthusiastic team player who pays attention to detail.
- Resourceful and able to work independently is required.
- Undergraduate degree in Business Administration or relevant business disciplines would be an asset.
Who You Are
You are the kind of person who makes lists — and then actually works through them. You notice the detail others miss, you follow up without being asked, and you take genuine pride in a process that runs smoothly. You're comfortable working collaboratively with a team, and you understand that precision and discretion are non-negotiable when working with high-net-worth clients.
Why Join Us
- Work directly with an Executive Financial Consultant serving a sophisticated, high-net-worth client base
- Full support to pursue your MFDA Dealing Representative licence
- A stable, professional, team-oriented environment with long-term growth potential
Other Information
- This is a full-time position.
- In-person, onsite at our Abbotsford office location.
- We offer competitive compensation based on experience.
- Must successfully complete a criminal background and credit check.
- Must provide references.
If you are a motivated individual with excellent organizational skills and attention to detail, we would love to hear from you.
Please submit your resume along with a cover letter outlining your qualifications for this position to [email protected]
Only those under consideration will be contacted.
Job Types: Full-time, Fixed term contract
Pay: $50,000.00-$55,000.00 per year
Benefits:
- Company events
- Dental care
- Employee assistance program
- Extended health care
- On-site parking
- Paid time off
Flexible language requirement:
Education:
- Bachelor's Degree (preferred)
Experience:
- Practice Manager: 3 years (preferred)
Work Location: In person
