Company Description Allan Small Financial Group, led by Senior Investment Advisor Allan Small, operates under iA Private Wealth, a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Allan specializes in tailoring investment portfolios to meet individual client goals, with a client-first approach cultivated over 24 years of experience. Recognized as one of the top 50 financial advisors by Wealth Professional Magazine in 2020, Allan is a respected voice in financial media, frequently contributing to CP24, BNN Bloomberg, and 680 News, and hosting the Sunday Money Show on Newstalk1010 Radio. The Allan Small Financial Group focuses on delivering exceptional investment strategies to help clients achieve financial success.

Role Description This is a full-time, on-site role for a Licensed Assistant at the Allan Small Financial Group located in Toronto, ON. The Licensed Assistant will provide administrative and client support, including managing client accounts, preparing documentation, maintaining records, and coordinating appointments. The role involves collaborating with the Investment Advisor to ensure exceptional client service, assisting with compliance requirements, and handling client inquiries with professionalism. The role requires multitasking, attention to detail, and strong organizational abilities to contribute to the success of the team.

Qualifications Administrative and organizational skills, including managing records, scheduling, and handling correspondence efficiently Strong interpersonal and communication skills for providing exceptional client service and handling inquiries with professionalism Proficiency in compliance processes, regulatory requirements, and financial documentation Ability to multitask and prioritize workloads in a fast-paced environment Experience with managing client accounts and supporting financial advisors is considered an asset Knowledge of investment products and financial markets is beneficial Proficiency in relevant software applications and an aptitude for learning new systems Minimum education requirement: a relevant post-secondary degree or diploma