Job Description
About Our Practice
We are an Abbotsford-based wealth management practice serving physicians, medical specialists, and incorporated business owners across British Columbia. Our clients lead demanding professional lives — running clinics, managing practices, and building businesses — and they trust us to bring structure, precision, and care to their financial world. We coordinate closely with their accountants and lawyers, and we take pride in handling the details so our clients don't have to. Our services span corporate and personal tax planning, retirement planning, business succession, estate planning, investment management, and insurance solutions — delivered through a comprehensive and collaborative approach.
Position Summary
We are seeking a Licensed Assistant / Practice Manager to become the operational backbone of our practice. This is a senior role for a highly organized, detail-d...