Investment Advisor Assistant jobs

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FUTURE OPPORTUNITY - Wealth Sales Assistant
FUTURE OPPORTUNITY - Wealth Sales Assistant. Future opportunities in the Greater Montreal Area for a Wealth Sales Assistant within our wealth distribution group...
FUTURE OPPORTUNITY - Wealth Sales Assistant - Bilingual
In 2010, Sun Life Financial launched a new investment company - Sun Life Global Investments (Canada) Inc....
Wealth Solution Specialist
Provide assistance to advisors related to investment case work and processing. And provide escalation to partners when applicable to ensure a quick turnaround...

Admin assistant for investment advisor

You will have worked for an IIROC or MFDA advisor or been one yourself . Flexible part time , work from home,....
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Financial Planning/Investment Assistant

Capri - 25 reviews - Kelowna, BC
Minimum 5 years experience in Financial Services industry, preferably as an investment assistant. Liason with Fund companies and Broker Dealer advisor services....

Licensed Investment Advisor Assistant

Robertson and Company Ltd - Edmonton, AB  +1 location
This role involves directly assisting Investment Advisors and their teams regarding the management of their existing investment portfolios, including directly...
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Investment Advisor Assistant (Licensed), Wealth Management

Canaccord Genuity Corp. - Calgary, AB
Assist Investment Advisors with processing and confirming client transactions; We achieve this by generating value for our individual, institutional and...
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Licensed Sales Assistant

BMO Financial Group - 533 reviews - Edmonton, AB  +1 location
Basic / intermediate knowledge of investment process and procedures. Current registration as an Investment Representative (IR) preferred, or required upon hire....

Investment Advisor Assistant

HollisWealth - 10 reviews - London, ON  +1 location
Professionally represent advisors to clients, business partners, and the community. Managing the administrative and operational activities of the advisors....
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Administrative Assistant

Friday summary for advisor of outstanding tasks. Completing investment account opening forms to sign and return ....
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Investment Advisor Assistant (Licensed)

Canaccord Genuity Corp. - Calgary, AB  +1 location
Investment Advisor Assistant (Licensed), Wealth Management – Calgary– Job # 4068*. Assist Investment Advisors with processing and confirming client transactions...
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Administrative Assistant

HollisWealth - 10 reviews - Vancouver, BC
We are two growing independent Investment Advisors seeking an exceptional administrative assistant to join our teams. Each of us run separate books of business;...
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Administrative Assistant

Raymond James Ltd. - 261 reviews - Regina, SK  +3 locations
Is one of Canada’s leading full-service independent investment dealers, offering high quality investment products and services to Canadians seeking customized...
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Administrative Assistant
Chartwell Asset Management Inc - Surrey, BC
Investment performance calculation, valuation and reporting. CAM is looking for an Administrative Assistant on a temporary basis....
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Bilingual Advisor Services Representative - Oakville ON or K...
Our Bilingual Advisor Services Representatives, located in either Oakville, ON or Kitchener-Waterloo, ON, are responsible for providing consistently high...

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