Job Description

Vlaar Financial | iA Private Wealth is a regulated practice under

CIRO

and

CIPF

, serving clients across Ontario in the investment and insurance industry. We're looking for a

Technology Guru & Administrative Assistant

to provide

unlicensed assistant coverage

,

technology support

, and

executive-level assistance

to ensure the smooth operation of our business.

This is a

contract, on-site position

in Paris, ON, with flexible hours and the potential to evolve into a long-term or permanent role.

Key Responsibilities

Working alongside current administrative staff and providing support and coverage as needed Supporting the Advisor and Office Manager as required Managing technology tools and resolving issues across

Apple devices

,

Zoom

,

Microsoft 365

,

Snap Projections

,

SnapScan

,

Parallels

, and CRM systems Completing and maintaining client paperwork and account documentation accurately and in compliance with regulatory standards Ensuring all client information and interactions are properly documented in the office CRM Preparing for and following up on client meetings; assisting with account openings, transfers, and updates Organizing and maintaining digital files, receipts, and records Coordinating travel, client events, and special projects Assisting in developing and maintaining client communications and marketing materials Maintaining the highest level of

confidentiality and professionalism

at all times
A creative eye -- whether for web design, artistic layout, or interior style -- would be a huge asset.

Qualifications

Direct experience in Ontario's investment and insurance industry

is required Experience must be on the investment side; insurance-only or general bank branch experience will not be considered*
Strong proficiency with technology, particularly within the Apple ecosystem and business software environments Proven ability to troubleshoot and implement tech solutions independently Previous experience in a fast-paced office, ideally within a financial advisory or wealth management firm Strong attention to detail, organization, and ability to prioritize multiple tasks Excellent communication and client service skills High level of integrity and discretion when handling confidential information Proficiency in Microsoft Office Suite and database/CRM systems Post-secondary education or certification in a related field is an asset

Compensation & Expectations

This is a

contract position

with hours determined collaboratively based on workload and need. Compensation will be based on experience and what you believe is fair for the role.

When applying, please include something

beyond just a resume

-- it doesn't need to be formal, but we want to hear from you. Tell us briefly why this role caught your attention or how your experience fits. We're not looking for a polished cover letter, just a bit of genuine, human connection so we know you're not mass-applying.

Please apply only if:

You have verifiable experience in Ontario's investment and insurance industry (investment side required) You're comfortable with technology and proactive in solving problems You've taken the time to learn who we are and what we do
We're hiring carefully for the right fit -- someone trustworthy, capable, and aligned with how we work. We will only be contacting applicants selected for a follow-up conversation.

Job Types: Full-time, Part-time, Casual

Pay: $18.00-$28.00 per hour

Education:

Secondary School (required)
Experience:

Financial services: 2 years (required) Investment: 2 years (required)
Language:

English (required)
Work Location: In person