Employment Opportunity
Position Name: Financial Planning Administration Assistant
Location: Cranbrook/Elk Valley
Annual Salary Range: $47,000.00 - $65,000.00
Category: Permanent, Full time
About Growth Investment Management Ltd. (“GIM”)
Working in partnership, StellerVista Credit Union, Nelson and District Credit Union, and Creston Credit Union have merged two former successful wealth management entities: Money Works and Growth Financial to create Growth Investment Management (“GIM”). Through this partnership, we provide a holistic approach to financial planning, matching members’ financial needs with the best solutions tailored to their situation. We provide a variety of product and service options to members throughout the Kootenay-Boundary region.
At Growth Investment Management Ltd., we are proud to offer an employee experience that includes opportunity for professional growth and development; a supportive and inclusive work environment; access to a comprehensive compensation package including participation in extended benefits and pension programs, health and wellness programs, and a competitive vacation entitlement.
The Opportunity
The Financial Planning Administration Assistant is a dynamic role that supports GIMs Financial Planners helping to build strong, trusted relationships with clients. As one of the first points of contact with clients, this role will champion the client experience by responding to inquiries, processing transactions, and completing outreach activities with professionalism and care. In addition, this position will providing day-to-day administrative support, assisting with the coordination of marketing initiatives. This role is ideal for a highly organized, resourceful team player with strong critical thinking skills, exceptional attention to detail, and comfort working in an entrepreneurial environment.
Position Overview and Responsibilities
The Financial Planning Administration Assistant is instrumental in developing strong internal and external relationships working closely with clients, trusted partners and credit union colleagues to deliver best in class service. Primary responsibilities include but are not limited to:
· Assisting with the opening of client accounts and conducting account maintenance
· Maintaining files, records and documentation, as required by regulatory authorities
· Assisting in the distribution, maintenance, verification, completion and filing of financial planning records and reports
Qualifications
Education and Experience:
· Minimum 3 years of experience in a financial institution or investment firm
· Willing to obtain investment industry licensing as determined by employer
· Demonstrated experience with Microsoft Office suite; Excel, Word, Outlook
· Completion of post secondary education in financial planning, office or business administration preferred
· Experience with life insurance administration preferred
· Experience working with Customer Relationship Management software preferred
· OR an equivalent combination of education and experience
How to Apply
If this sounds like a position for you, APPLY NOW. Resumes can be submitted directly by email to: careers@growthinvestment.ca. Please quote job reference ID number on email subject line.
Job Reference Number: 02-2026-GIM
Job Location – Cranbrook/Elk Valley
Closing Date: open until filled
We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.
Financial Planning Administration Assistant - Partner - GIM • Cranbrook, BC, CA
StellerVista Credit Union proudly anchors itself in the Kootenay and Boundary regions of British Columbia, offering a comprehensive range of financial services to communities including Cranbrook, C... Show more
Accelerate your career as a Strategic Business Trainee with a focus on diverse operational sectors.The program's five phases will provide firsthand experience from logistics to account management.S... Show more
Ktunaxa Traditional Territory in the southeast corner of British Columbia.If you love the outdoors, the mountains, fresh air, and the sun, this is the place for you.We are here to work towards achi... Show more
Canfor is seeking a Forestry Planning Supervisor in Cranbrook, British Columbia, to lead project management and planning activities efficiently.This position offers full-time engagement and require... Show more
StellerVista Credit Union proudly anchors itself in the Kootenay and Boundary regions of British Columbia, offering a comprehensive range of financial services to communities including Cranbrook, C... Show more
Pursue a fulfilling role as an Administrative Assistant at Rocky Mountain Lodge in Cranbrook, B.This casual position supports crucial health services with flexible hours and competitive pay.You wil... Show more
Start your career with Enterprise Mobility! We’re.Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can coun... Show more
Embark on a career as a Loans Administrator with StellerVista Credit Union in Cranbrook, B.Your expertise will streamline loan processing and enhance local economic growth.In this role, you will be... Show more
Join BFM Mission Thrift Store in Cranbrook, BC, as a Volunteer Board Member.This role is a chance to support faith-based community initiatives while ensuring effective governance.The BFM Foundation... Show more
Join BMO as a Business Banking Trainee, where you will enhance your sales acumen and develop client relationships.Your focus will be on financial analysis and providing exceptional customer service... Show more
StellerVista Credit Union proudly anchors itself in the Kootenay and Boundary regions of British Columbia, offering a comprehensive range of financial services to communities including Cranbrook, C... Show more
Rocky Mountain Lodge has an exciting opportunity for a casual Administrative Assistant to join their team in Cranbrook, B.This position will support the operations of the Home Oxygen Program and th... Show more
Join Rocky Mountain Lodge as a casual Administrative Assistant in Cranbrook, B.Focus on efficient administrative tasks and client scheduling.This position will involve working closely with the Home... Show more
Ktunaxa Nation located in the beautiful, sunny centre of Ktunaxa Traditional Territory in the southeast corner of British Columbia.The ʔaq̓am Organization is recruiting a Membership Clerk to join o... Show more
Launch your professional career at Enterprise Mobility as a Management Trainee in Cranbrook, BC.This role emphasizes sales training and customer service excellence in a thriving work environment.En... Show more
Join ʔaq̓amnik̓ School as an Education Assistant, dedicated to promoting student learning and safety in a collaborative environment.This role necessitates building strong relationships and supporti... Show more
We're now accepting participants for focus group studies! You can earn up to $750 per week working part-time from home.Simply register to see if you qualify—no experience as an administrative assis... Show more
ABE Pathways Specialist Term Part-time.Hours Per Week Flexible Schedule (including weekends and evenings when needed).Reporting to the Dean of Innovation in Teaching and Learning or designate, the ... Show more
Rocky Mountain Lodge has an exciting opportunity for a casual Administrative Assistant to join their team in Cranbrook, B.This position will support the operations of the Home Oxygen Program and th... Show more
As a Strategic Development Program Trainee, you will progress through a 5 phased program to learn every aspect of our business from shipping and receiving, to sales, operations, purchasing, account... Show more
