Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 68 days ago

Financial Planning Administration Assistant - Partner - GIM

Workable (global search)108,016 open roles

Where
Cranbrook, BC, Canada
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowFinancial Planning Administration Assistant - Partner - GIMWorkable (global search) · Cranbrook, BC, Canada

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Workable (global search)'s own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 68 days ago

Workable (global search) median: 7 days open

The posting

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:

  • Responding to client inquiries on existing portfolios, providing investment information, or processing buy-sell orders

· Assisting with the opening of client accounts and conducting account maintenance

  • Contacting clients to book appointments or provide service follow-up

· 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

  • Identifying opportunities for other lines of business and ensuring an effective referral process for incoming and outgoing referrals

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: [email protected]. 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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Workable (global search)'s own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Workable (global search)'s form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Workable (global search)'s answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.