We are Hiring - Advisor Support Associate

Posted November 3, 2025

Who we Are

Chenard Wealth and Advisory is a boutique, independent financial planning firm based in Thunder Bay, Ontario. We serve 160 client households with long-term, personalized financial guidance. As a lean, independent firm, we value precision, trust, and meaningful relationships.

Joining us means working in a calm, professional environment where quality matters more than volume - and where your contribution directly shape the client experience and the future of the firm.

Position Details

As a part-time Advisor Support Associate, you would provide support to the Owner / Lead Financial Planner, and to clients of the firm.

  • Preferred start date: December 1, 2025 (flexible for the right candidates)

  • Monday to Friday from 8AM to noon (20hrs per week total)

  • $28 per hour, with bonus potential and health benefits

  • Permanent

  • In-person at our office location: 250B Algoma St South, Thunder Bay ON

The ideal candidate will work closely with the Lead Financial Planner and Owner of the firm, while managing tasks independently. They will be primarily in charge of processing daily investment transactions, preparing documentation and various forms, office management tasks, and following through client service items with care and excellent attention to detail.

 

Ideal Candidate

This job is perfect for you if you:

  • Love working independently before asking for help

  • Take pride in catching the little things - typos, formatting, missing details

  • Respect deadlines and manage priorities without constant oversight

  • Prefer working in a small, independent business - not a corporate setting

  • Stay positive and level headed when processes take longer than expected

  • Are comfortable with technology, working in a paperless environment, and using various programs daily

  • Handle confidential information with care

  • Build strong relationships with back-office contacts because you know that collaboration makes everything smoother

  • Believe that client experience matters, and that your work behind the scenes helps make it exceptional

 

What will you do day-to-day?

  1. Process investment transactions for clients of the firm, including: contributions, withdrawals, transfers, and pre-authorized contributions, and closely keep track of transactions to completion

  2. Follow up on incoming investment transfers, pending transactions, and various administrative requests with various financial institutions, our investment dealer back-office, and key suppliers of the business

  3. Prepare documentation for investment and insurance related transactions, in Investment Centre and/or Adobe PDF, such as: new investment accounts, beneficiary and address changes, changes to insurance policies, etc.

  4. Provide great client service via the phone and email, and keep excellent records of correspondence, progress on tasks, logging all client activity in the firm's CRM

  5. Handle office management tasks including: incoming and outgoing mail and packages; keeping inventory; bookkeeping in Quickbooks Online; light office cleaning duties; digital filing in client folders.

 

Education, Skills, and Qualifications

  • Secondary school graduation is a minimum requirement

  • Post-secondary education in office administration, business administration, or other administrative field, together with previous related work experience, is an asset

  • Investment license (MFDA/CICO) is considered an asset (not at all required)

 

How to apply

  • Email your resume and brief cover letter (can be written directly in the email) to dominique@chenardwealth.com.

  • In your cover letter/email, please include:

    • Why you are applying for this specific position

    • When you would be available to start

  • Use the subject line "YOUR FULL NAME - Advisor Support Associate - Job Application"

  • Applications will be reviewed on a rolling basis, and selected candidates will be contracted for an interview.