Company Description

TiKi Wealth helps protect your future and grow your wealth with personalized life insurance and investment solutions. As an independent broker partnered with Experior Financial Group, we offer access to Canada’s top insurance and financial providers. From life insurance and retirement planning to debt solutions and investment strategies, our expert advisors guide you every step of the way. Protect Today. Plan Tomorrow. Build Your Future — with TiKi Wealth.

Role Description

This is a full-time remote role for an Assistant Manager. The Assistant Manager will be responsible for overseeing daily operations, assisting in strategic planning, managing client relationships, coordinating with team members, and ensuring compliance with company policies. Other responsibilities include contributing to business development activities, managing budgets, and preparing reports.

Qualifications

• Experience in strategic planning, business development, and budget management
• Strong client relationship management and communication skills
• Ability to oversee daily operations and coordinate with team members
• Knowledge of compliance and company policies
• Strong analytical and problem-solving skills
• Proficiency with relevant software and tools
• Bachelor's degree in Business, Finance, or related field
• Experience in the insurance or financial services industry is a plus
• Excellent organizational and time management skills