Job Description

:

We are an established fee-based financial planning firm. We deliver comprehensive financial planning and investment management services to families across Edmonton and Western Canada. We believe exceptional client service is fundamental to helping our clients achieve their financial goals.

Application Instructions:

Please read the entire listing before applying. Include a cover letter with your resume.

Send your resume with a cover letter to tzimmerman@cardinal.ca. Only applications with cover letters will be considered. Interviews begin immediately.

Job Type:

35 hours weekly or .85 FTE

Office Hours:

Monday to Friday, 9 AM - 4 PM (specific schedule to be determined)

Who We Want:

Our ideal candidate is a detail-oriented professional who thrives in a client-focused environment. Must have exceptional organizational skills, maintain strict confidentiality, and work independently while supporting our advisory team. Experience with financial software and CRM systems is valuable. Securities industry experience is an asset but not required - we will train the right candidate.

Key Attributes:

Detail-oriented with strong numerical accuracy Professional demeanor for high-net-worth client interactions Excellent written and verbal communication Proficient with technology and financial software Self-motivated with strong follow-through Comfortable with regulatory compliance requirements Ability to handle multiple priorities and deadlines Maintains absolute confidentiality

Primary Responsibilities:

Client Service:

Process new account applications and transfers Prepare client meeting packages and follow-up documentation Coordinate with custodians and insurance carriers Maintain client files and CRM database Handle routine client inquiries and service requests

Administrative Support:

Support investment proposal and financial plan preparation Process client transaction requests Manage appointment scheduling and meeting logistics Prepare correspondence and client communications Assist with quarterly reporting and year-end processes

Compensation & Benefits:

Starting wage of $27/hour based on experience Health and dental benefits Annual health spending account 35 hours per week (5 days) 2 weeks of paid vacation and all stat holidays Professional development opportunities Supportive team environment Modern office with free parking

Regulatory Note:

This position may require registration with provincial securities regulators. We will support qualified candidates through the registration process.

Work Location:

In person - South Edmonton (Gateway Blvd)

Expected start date:

January 2026

Job Types: Full-time, Permanent

Pay: $27.00-$33.00 per hour

Expected hours: 35 per week

Benefits:

Dental care Disability insurance Employee stock purchase plan Extended health care Life insurance On-site parking Paid time off
Work Location: In person