About This Opportunity: Licensed Financial Services Assistant (Comox)
CFMWS is currently seeking a Licensed Financial Services Assistant (Comox) to join their team in Comox.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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person. We have 23 offices located in CAF communities across Canada. Our national office is located in Ottawa.
THE ROLE
The Licensed Financial Services Assistant will support advisors assigned to them by their manager. This includes, but is not limited to, proactively calling clients for appointments or providing support to prepare for appointments, following up on transfers and transactions, and completing all administration from beginning to end, following a client meeting.
You will liaise with clients, advisors and fund companies to facilitate trade requests. Each day you will make a difference in the lives of our clients and will be contributing to improving the quality of life for our CAF community.
QUALIFICATIONS
Education, Certifications and Licenses
College diploma or certificate in Office Administration, Business Administration or a related field AND some years of experience in office administration, banking or a related field
Mutual Fund License
Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFC)
Experience
In providing administrative services in a financial planning, counselling and/or insurance environment
In office administration
In maintaining filing systems
In proofreading
In data entry, data manipulation, record
Position Details
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Language: up of client files and ongoing maintenance of the accounts including proactively booking reviews and Know Your Client (KYC) updates.
Comply with regulatory, legal, security, confidentiality and ethical requirements ensuring proper protocols when processing requests.
OTHER INFORMATION
Language Requirement: English Essential / Bilingual (English and French) an asset
Reading: Functional
Writing: Functional
Oral: Functional
Start Date: July 6, 2026
This is an on
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Location: Comox
Key Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
Why Join CFMWS?CFMWS offers a supportive work environment in Comox, where employees can grow and develop their skills. This Licensed Financial Services Assistant (Comox) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
Ready to Apply?
Don't miss this opportunity for Licensed Financial Services Assistant (Comox) at CFMWS in Comox.
Click the Apply button above to submit your application and take the next step in your career.
