What’s the best thing about working at Fisgard? Easy. The people.
Working at Fisgard
We search for talented people who are curious, creative, diverse, and driven by the purpose of our work and energized by the joy we get creating solutions for our clients. Whether you’re in lending, investment, marketing, accounting or other roles, our people bring relentless passion, fast learning and a culture of innovation to every aspect of their work.
Find your perfect fit below in our list of open opportunities.
Our Core Values
Win-Win!
Emphasis on seeking mutually worthwhile outcomes for all stakeholders; employees, investors, mortgage professionals, borrowers, and our communities.
Confidence
Trust in oneself, our team, and our organization. This means believing in our abilities to surmount challenges and attain success. It involves having faith in our skills, being decisive in our actions, and preserving a positive outlook.
Teamwork
Valuing synergy, collaboration, and communication among individuals and teams to build an inclusive environment where everyone contributes to collective success.
Respect
Treating others with fairness, empathy, and consideration, regardless of differences in background, perspective, or position. After 30 years we have, and will continue to, create an atmosphere of trust, appreciation, and mutual understanding.
Seriously Fun
We believe in maintaining professionalism whilst keeping our workspace energetic, positive, and enjoyable. Encouraging innovation and creativity, we strive to create an environment where work doesn’t feel like a chore – instead it’s engaging, fulfilling, and sprinkled with a touch of fun and lots of laughter.
Benefits & Perks
Paid Vacation
Rest, recharge, and explore. We believe that time off is essential for maintaining enthusiasm in your career. We offer generous paid vacation time for you to enjoy life’s adventures without any work obligations on your mind.
Health & Wellness Spending Accounts
Enjoy the flexibility of Health and Wellness Spending Accounts, allowing you to allocate funds to the services that are most important to you and your family —be it mental health support, fitness memberships, or alternative health practices we want to invest in whatever is most valuable to you.
RRSP/TFSA Matching
Saving for the future is important, and a little boost can go a long way. To support your financial future, we offer matching contributions for your Registered Retirement Savings Plan (RRSP) or your Tax-Free Savings Account (TFSA), helping you build your nest egg faster.
Hybrid-Work Options
We acknowledge the changing landscape of the workplace. That’s why we offer hybrid work options to provide you with the balance between collaborative office environments and the comfort of working from home, enabling you to integrate work-life balance seamlessly.
Continuous Learning & Development
We are committed to the lifelong learning of our team members. We believe that personal growth extends beyond professional requirements. Our unique educational reimbursement program allows you to explore courses of your interest—even if they aren’t related to your current position. Want to learn a new language, master pottery, or become a certified yoga instructor? Go ahead, it’s on us.
Inclusion and Equal Opportunity Employment
At Fisgard Asset Management, we believe that diversity and inclusion are intrinsic to our growth, innovation, and overall success. We are fully committed to fostering an inclusive and equitable environment where all our employees are valued, respected, and empowered to bring their authentic selves to work.
Beyond the walls of our organization, we also prioritize providing an accessible experience for potential employees. We understand the diverse abilities of our candidates and are ready to accommodate any requests during the recruitment process.
We are invested in creating an inclusive and equitable workplace where every employee can bring their authentic self to work each day. We are actively addressing issues of systemic bias and inequity, with a steadfast commitment to incorporate diverse perspectives in all we do. Our goal is to ensure that every individual feels valued, heard, and has equal opportunities to succeed.
As part of our unwavering dedication, we also strive to offer an accessible experience to all candidates, regardless of their abilities. We understand that talent pools are diverse, and we encourage all candidates to reach out if accommodation is needed during the recruitment process.
Current Open Opportunities
Client Relations Administrator
Position Title: Client Relations Administrator (aka… Director of WOW!)
Location: Victoria, BC Canada
Duration: Full-time
Salary Range: $50,000 to $70,000/year plus competitive bonus & benefit package
Application Deadline: May 3rd, 2024Position Summary
Fisgard Asset Management Corporation seeks a dynamic Client Care Administrator to revolutionize our client service experience. This role is designed for an individual overflowing with innovation, enthusiasm, and an innate motivation to exceed client expectations. The selected candidate will play a pivotal role in orchestrating unforgettable experiences for our clientele while fostering a workplace culture that resonates with our Core Values.
The Client Relations Administrator, or Director of WOW, as we like to call it, will oversee a broad spectrum of responsibilities. These include bolstering support for Fisgard’s mortgage and investment teams, steering marketing initiatives, and meticulously managing and expanding client relationships. This role is about creating connections, ensuring satisfaction, and driving the success of our teams and clients alike.
Responsibilities
- Maintain client database and CRM
- Correspond with clients to set up online and in-office meetings
- Assist in the management of new client leads
- Assist in the management of existing client relationships
- Assist in cultivating new client relationships
- Create and manage Fisgard marketing emails and new marketing campaigns via Mailchimp
- Assist with social media campaigns on all social media platforms
- Follow up correspondence to clients after presentations and meetings
- Keep product sheets, presentations and marketing material current
- Track mortgage funding volumes and report to our network / broker partners
- Administer sponsorships and advertising obligations and opportunities
- Other miscellaneous administrative tasks as required
Requirements
- Post-secondary education is preferred
- Marketing experience is an asset
- Social media experience is an asset
- Excellent working knowledge of MS Office (Office 365)
- Knowledge of MailChimp is an asset
- Knowledge of Canva is an asset
- Exceptional written and verbal communication skills
- Strong organizational skills
- Service oriented
- Ability to work independently
- Ability to work collaboratively virtually or within an office environment
- Ability to take initiative, multi-task, and be flexible
- Positive, energetic and friendly attitude is a must
Why Fisgard
- Competitive salary with attractive variable compensation opportunities
- Health and Wellness Benefits Coverage
- Short and Long-Term Disability Plan
- RRSP Matching
- On-site gym
- Company & Community events and activities (did we mention it’s a fun place to work?)
- Collaborative work environment with a focus on solving issues, innovation, and growth
- A commitment to your professional development and continuous learning
- A positive working atmosphere
- We share your values
Application Process
Please send a cover letter and resume with “Client Relations Administrator” in the subject line to careers@fisgard.com or apply online below.
Investment Administrator
Position Title: Investment Administrator
Location: Victoria, BC Canada
Duration: Full-time
Salary Range: up to $60,000/year plus competitive bonus & benefit packagePosition Summary
Fisgard Asset Management Corporation is looking for an innovative, enthusiastic, and highly motivated Investment Administrator to join our Investment Management team. This person will be responsible for duties relating to registered products, including processing, payments, and general maintenance of traditional and registered plan accounts.
Responsibilities
- Process client withdrawals (including non-registered, RRSP, RRIF, TFSA, RESP and locked-in accounts) with applicable withholding tax and fees; and processes registered plan rollovers and internal transfers.
- Ensure cash income payment instructions are processed accurately and timely
- Receive, review and process new account setup for pre-authorized contributions for all plan types
- Handle inquiries and correspondence from Financial Dealers and Credit Unions concerning all general activities and procedures of the registered products offered
- Review documentation received to ensure they meet both company and government policy and legal requirements
- Research and promptly resolve any errors or discrepancies for registered plan activity
- Communicate with peers of issues/changes that arise from daily activities to ensure all parties are kept up to date on such issues/ changes.
- Utilize cross-training opportunities to understand all aspects of the Investment Team
- Administrative and data-entry related activity as needed
- Provide support and coverage for additional duties within the Investment Team
Requirements
- Post-secondary education is preferred
- 3 year of administrative work experience, preferably in Financial Services
- Background in Registered Products and applicable legislation experience is an asset
- Excellent functional knowledge of Office 365
- Strong written and verbal communication skills
- Strong organizational and analytic skills
- Strong attention to detail
- Ability to work independently
- Ability to work collaboratively within an office environment
- Equally comfortable working independently or in a team
Why Fisgard
- Competitive salary with attractive variable compensation opportunities
- Health and Wellness Benefits Coverage
- Short and Long-Term Disability Plan
- RRSP Matching
- On-site gym
- Company & Community events and activities (did we mention it’s a fun place to work?)
- Collaborative work environment with a focus on solving issues, innovation, and growth
- A commitment to your professional development and continuous learning
- A positive working atmosphere
- We share your values
Application Process
Please send a cover letter and resume with “Investment Administrator” in the subject line to careers@fisgard.com or apply online below.
Get to Know Us
For 30 years and counting, we’ve proudly taken care of our growing family of investors and our mortgage broker partners, guided by our commitment to security and stability.