We are looking for a proactive and professional Administrative Assistant I to join our Private Wealth Management (PWM) team in Courtenay. In this role, you will be the primary point of contact for high-net-worth clients, providing dedicated support to one or more Investment Advisors. This is a premier foot in the door opportunity for someone looking to build a long-term career in wealth management, offering deep exposure to holistic financial planning and customized wealth solutions.

Work Location: 100% Onsite – Courtenay, BC.
Duration: ASAP – End of August (Potential for extension and permanent conversion).
Schedule: Monday to Friday, 8:00 AM – 4:00 PM.
Start Date: ASAP.


As an Administrative Assistant, you are responsible for managing non-advice activities and providing high-level workplace support for a small, collaborative team. You will handle sensitive client inquiries, manage complex scheduling, and prepare essential documentation for client re...