Bridge Wealth & Benefits Inc. is a Desjardins-affiliated financial services firm specializing in life and health insurance, investment management, retirement planning, and wealth management. Our experienced advisors are committed to delivering personalized solutions and building lasting relationships with individuals and families. We combine the strength of the Desjardins network with a client-focused approach to help our clients protect their family, grow wealth, and achieve financial goals.
Position Summary/Objective:
We are seeking a full-time Administrative Assistant with a strong aptitude for numbers and technology to support our Advisors and financial operations. This role is ideal for someone with a finance, business, accounting, or banking background who wants to build a long-term career in financial services.
In this role, you will play a key part in the day-to-day operational support of our advisory practice, working closely with Advisors to ensure client transactions, documentation, and financial processes are completed accurately and efficiently. You will gain hands-on exposure to insurance, investment, and wealth management workflows, and develop a deep understanding of how a professional financial services firm operates.
This is not a traditional administrative role — it is a financial operations and transactions-focused position with a clear growth path into senior operations or licensed advisory roles for the right candidate.
What You’ll Do
- Support Advisors with financial transactions, client servicing, and operational workflows
- Prepare, review, and process insurance and investment documentation
- Perform calculations, data validation, and quality checks to ensure accuracy and compliance
- Maintain and update client records across multiple systems and platforms
- Generate insurance quotes and assist with proposal preparation
- Coordinate internal processes related to client onboarding, policy changes, and service requests
- Use digital tools, automation, and AI to improve workflows and operational efficiency
- Assist with internal reporting, tracking, and documentation
- Participate in structured training and mentorship, with the opportunity to pursue future certifications or licensing
What You Bring
- Background in finance, business, accounting, or banking
- Strong numerical and analytical skills
- Comfortable with transactional work
- Highly detail-oriented and process-driven
- Tech-savvy and adaptable
- Interested in long-term growth in financial services
- Open to future licensing
- Ability to manage competing priorities efficiently, without compromising quality.
- Clear and professional written and verbal communication skills.
- Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and Teams.
- Ability to work independently and anticipate needs.
- Client-focused mindset with a positive and professional demeanor.
- French language skills are considered an asset.
- College or university education in business, accounting, or a related field is preferred.
Why Join Us
- Collaborative team environment where your contributions are valued.
- Opportunity to grow and deepen your experience in the financial services sector.
- A role with variety—no two days look exactly the same.
- Work with a team committed to professionalism, integrity, and client service excellence.
Location: Mississauga, ON (In-person)
Full Time/Part Time: Full-Time (40 hours per week)
Perks/Benefits: Health and Dental Benefits after 3 months.
Salary Range: $48,000 – $52,000
Apply today and grow with us.
Thank you for your interest in joining our organization and for taking the time to apply. Due to the high volume of applications, only candidates selected for further consideration will be contacted. We appreciate your understanding.
Accommodations are available upon request for candidates participating in the selection process. Please let us know if you require any specific accommodations.
Bridge Wealth & Benefits Inc. is an equal opportunity employer committed to fostering an inclusive workplace. We welcome applicants of all backgrounds and do not discriminate based on race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other status protected by applicable laws.
