Director of Investment & Insurance Administration (8+ Years of Experience) - Full Time
Grandmaster Financial Planning – Desjardins Independent
100% In-Office. 880 Lady Ellen Pl, Ottawa.
 
Introduction:
 
Join our mission at Grandmaster Financial Planning, a rapidly growing, independent boutique firm specializing in advanced financial planning. We’re seeking a driven and forward-thinking Director of Investments and Insurance Administration to lead our operational and administrative initiatives. In this key leadership role, you’ll ensure seamless processes, regulatory compliance, and an exceptional client experience. If you excel at guiding teams, optimizing workflows, and driving meaningful improvements in a dynamic environment, we want you on our team.
We specialize in delivering comprehensive services including retirement, risk management, and estate planning, with a distinct expertise in pension analysis. Our reputation is built on meticulous analysis and customized financial advice. We pride ourselves on being a one-stop financial planning resource, where innovation and strategic solutions are central to our service.
This is more than a job; it’s a career opportunity for someone passionate about making a meaningful impact. You’ll be working alongside some of the most skilled financial planners in the industry, and for the right candidate, we offer a platform for rapid career progression.
 
Role Description:
 

Provide administrative and operational support to the leadership team, aligning tasks with company goals.
Manage and optimize schedules, meetings, and appointments for increased efficiency.
Streamline all communications, ensuring prompt, accurate responses and clear information flow.
Maintain organized, secure filing and document systems that meet regulatory standards.
Prepare, refine, and finalize reports, presentations, and other essential documents with precision.
Oversee client onboarding, maintain client databases, and ensure compliance with industry regulations.
Uphold confidentiality and professionalism in financial transactions and insurance-related processes.
Coordinate company events, meetings, and travel, ensuring smooth execution and a positive experience.
Serve as the primary contact for visitors and inquiries, representing the company with professionalism.
Manage financial transactions, support insurance applications, and handle related administrative tasks accurately and compliantly.
Lead the department of administration and the department of transactions.
 
Position Requirements
 
Hard Skills:
 

Fully Professional-level bilingual proficiency in French and English
Mandatory mutual fund (IFIC or CSC) and insurance (LLQP) certifications
Expert-level proficiency in MS Office Suite, with a focus on data-driven reporting and analysis
Proven experience administering and optimizing CRM platforms
Demonstrated mastery of office management systems, procedures, and best practices
Established ability to manage complex scheduling and workflow priorities effectively
Demonstrated capacity to rapidly master new technologies and tools
 
Soft Skills:
 

Demonstrated leadership skills, with a proven ability to manage, mentor, and motivate team members
Outstanding organizational capabilities, adept at managing multiple priorities and coordinating cross-functional teams
Proactive, solution-oriented approach to problem-solving, employing strong independent judgment and strategic thinking
Exceptional communication and interpersonal skills, capable of influencing diverse stakeholders and fostering a collaborative environment
Strong learning agility and growth mindset, embracing new tools and best practices for continuous improvement
Receptive to constructive feedback, committed to ongoing professional development, and dedicated to elevating team performance
Upholds integrity, intellectual honesty, and ethical standards in decision-making
Maintains meticulous attention to detail and accuracy under pressure, ensuring high-quality outcomes
 
Experience Required:
 

Minimum of 8+ years of progressive administrative and operational experience
Proven track record overseeing complex office operations in a professional setting
Demonstrated success in providing strategic support to leadership and guiding team efforts
Preferred background in service-based or financial advisory environments, reflecting familiarity with industry-specific demands
 
Educational Qualifications:
 

A Bachelor’s degree in Business Administration or a related field is strongly preferred, reflecting the seniority and complexity of this role.
IFIC or CSC in pair with LLQP is mandatory.
 
Benefits and Compensation:
 

We are seeking an outstanding professional who will be compensated above market rates for their exceptional expertise and consistently demonstrated exceptional value and impact.
Our comprehensive benefits package includes health insurance, a group retirement plan, and a minimum of two weeks of paid vacation.
At Grandmaster Financial Planning, we understand the importance of high-calibre administrative leadership. We strive to foster a long-term partnership with a bilingual professional who thrives under pressure, is passionate about meaningful work, and is dedicated to making a positive difference in our clients’ lives. This is a demanding role on a highly driven team, and your commitment will be acknowledged and rewarded.
 
Apply Now:
 

Send your PDF resume to HR@GRANDMASTERFP.CA.
Use the subject line: “APPLICATION – Director of Investment & Insurance Administration.”
Include a brief paragraph in your email explaining why you are the ideal fit for this role. 
 
Application Deadline:
 

Applications will be reviewed on a rolling basis starting on December 13, 2024.