Fee-Only Financial Planning / Advising in Kitchener Waterloo Cambridge - WD Development


Administrative Opportunity

Administrative Opportunity


WD Development needs someone with administrative skills to help manage daily activities.


Responsibilities include:

  • Booking client meetings
  • Organizing documents for advisors and clients
  • Invoicing
  • Background meeting preparation


Skills/Experience Required:

  • Willingness to learn
  • Ability to give and take feedback
  • Confidence to ask questions
  • Drive to develop processes that are efficient and beneficial to both WD and clients
  • Comfortable with change


This position is currently part-time with an hourly contract.  Hourly rate dependent on experience.  As business expands, there may be an opportunity for full-time permanent.


Please reply with cover letter and resume to [email protected].  Cover letter should include why you are interested in this position, how you intend to contribute to both clients & WD and your career goals.  I appreciate all interest in this posting; only applicants chosen for an interview will be contacted.


About WD Development: WD is an advice-only financial planning firm.  WD’s goal is to offer comprehensive, objective advice to clients that is relevant to their current situation as well as their future goals.

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