| Employer | Silver Path Financial Solutions Inc |
| Salary | $23–$30/hr |
| Terms | Permanent F/T; Permanent P/T |
| Start Date | |
| Requirements |
Strong organizational skills – you like keeping things structured and on track A dependable, self-motivated approach with strong follow-through A kind, professional, and client-focused attitude Someone who is comfortable communicating with clients and teammates (in person, phone, and email) Ability to multitask and adapt in a busy, team environment Attention to detail and commitment to accuracy Comfortable with Microsoft Office (Outlook, Word, Excel); CRM experience is an asset but not required Experience in administration, bookkeeping, tax, or financial/insurance settings is an asset—but not required Most importantly: we’re looking for someone who is kind, hardworking, and willing to learn. We’re happy to train the right person who brings the right attitude and values. |
| Duties |
Provide day-to-day administrative support across both our insurance and wealth teams Assist with applications, forms, data entry, document preparation, and follow-ups Support client communication, including phone calls, emails, and appointment scheduling Welcome clients in-office and help create a warm, professional front-office experience Maintain organized digital and physical filing systems and track workflow Help keep advisors and team members on schedule and running efficiently Handle confidential client information with a high level of care and discretion Step in where needed – this role supports all areas of the office and offers a wide variety of tasks |
| To Apply | Please use the contact information as directed in the listing. Please send your résumé and a brief cover letter to Bronte Dickson at bronte.dickson@sunlife.com explaining why you’d be a great fit. |
| Contact Name | Bronte Dickson |
| Address | |
| Location | Cranbrook |
| Phone | |
| Fax | |
| Website | https://advisor.sunlife.ca/silver.path/ |
| Date Posted | 2026-03-30 |
| Date Ending | 2026-04-13 |