Supervisor, Administration Financial Planning

A day in the life as a Supervisor, Administration Financial Planning:

• You will be involved in Financial Planning process, and will supervise daily support operations of Westoba Financial Solutions Ltd.
• You will review plan the most efficient administrative procedures
• You will train employees and allocate responsibilities
• You will assist with interdepartmental relationship collaboration to enhance member & employee experience
• You will collaborate with department leaders in assessing staff performance and provide coaching and guidance to ensure maximum efficiency
• You will support department leaders to ensure the smooth and adequate flow of information and support within Westoba to facilitate other business operations
• You will collaborate with other administrators to organize and supervise other office activities (internal training, event planning etc.)
• You will ensure operations adhere to policies and regulations set out by department regulators
• You will keep abreast with all organizational changes and business development
• You will support the Director, Financial Planning in achieving organizational goals & objectives

What you bring to the table:

• Post-secondary education is required, a diploma in Business Administration is preferred
• Five to seven years of financial planning administrative experience is expected; two to three years’ experience in a leadership role is expected
• In-depth understanding of investment, insurance and financial planning procedures and departmental and legal policies
• In-depth understanding of investment, insurance and financial planning procedures and departmental and legal policies
• Financial Planning, Investment Planning, Insurance Planning knowledge required
• Willing to expand technical knowledge by obtaining:
  • IFSE – CIFOC; Canadian Investment Funds Operations Course (within 12 months)
  • IFSE – Canadian Investments Funds Course (career development plan)
  • IFSE – BM; Branch Managers’ Examination Course (career development plan)
• A combination of education and experience may be considered.

What Westoba has to offer:

• Competitive compensation and benefits
• Company-matched pension program
• Results-orientated bonus program
• Dollars invested in your education
• Discounted rates on your annual GoodLife Fitness membership
• Plus awesome financial perks including:
• No-fee chequing and savings accounts
• Preferred rates on deposits
• Discounted rates on loans

If this is you, please submit your cover letter and resume by clicking the APPLY button. If this role is not right for you, referrals are always welcome!

We thank all applicants; however, only those who are short-listed will be contacted.