ClearView Financial Solutions Inc. (CVFS) is a growing financial planning and tax services firm committed to delivering clarity, confidence, and exceptional client care. We pride ourselves on professionalism, community involvement, and a modern, approachable brand.
As we expand, we’re looking for a versatile team member who can support both client service operations and creative marketing initiatives.
Position Overview
We are seeking a Client Services & Marketing Designer who thrives in a dynamic environment and enjoys blending administrative excellence with excellent customer service and has creative design. This role is ideal for someone who can work independently, is organized, tech‑savvy, and passionate about creating polished, professional marketing materials that reflect our brand.
You will support day‑to‑day client interactions, daily phone calls to clients for booking appointments, assist with onboarding and documentation, and design marketing assets that elevate our presence in Elmvale and surrounding communities.
Your day will include:
- Welcome clients in‑person and online with professionalism and warmth
- Manage client intake, scheduling, document collection, and follow‑ups
- Assist with preparing client files, onboarding packages, and compliance documentation
- Complete and submit financial applications, including investment, insurance, and planning forms
- Input tax return data into CVFS tax software with accuracy and attention to detail
- Work directly with the Financial Advisor to support case preparation, client summaries, and plan updates
- Prepare and format client‑facing materials, reports, and presentations
- Design marketing assets such as social media posts, flyers, brochures, and event materials
- Support community event coordination, promotional setup, and brand visibility initiatives
- Maintain brand consistency across all digital and print materials
- Perform administrative tasks including filing, data entry, CRM updates, and document organization
Required Skills/Abilities:
- Suitable for a individual in Finance, Business Administration and/or a related field
- Experience with Adobe Creative Suite, Canva, or similar design platforms
- Comfortable with technology, digital organization, and cloud‑based systems
- Ability to manage multiple tasks with accuracy and attention to detail
- Professional, reliable, and able to work independently
- Previous experience in an administration role with responsibilities for sales support, and office marketing an asset
- Social media experience for business postings
- Strong verbal and written communication skills- Strong organizational and high attention to detail
- Time management skills with a proven ability to meet deadline
Hours: Tuesdays 9:30am - 4:30pm, Wednesdays 9:30pm - 4:30pm, Saturdays 9:30am - 1:30pm - 18 hours a week to start. Opportunity for growth.
Job Type: Part-time
Pay: $21.00 per hour
Benefits:
Flexible language requirement:
Ability to commute/relocate:
- Elmvale, ON: reliably commute or plan to relocate before starting work (preferred)
Education:
- Secondary School (required)
Experience:
- Marketing: 1 year (preferred)
Work Location: In person
