Investment Advisor Assistant jobs

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Financial Services Administrative Assistant
Services administrative assistant*. Duties of the assistant can include calling clients to schedule appointments, updating our client contact system, preparing...
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Investment Services Assistant
The Investment Services Assistant provides administrative and marketing support to assigned Investment Advisors and responds to routine member/client inquiries....
Wealth Sales Assistant
Wealth Sales Assistant. Knowledge of mutual fund, investment and/or financial services industry. Minimum 2 years office support/administrative experience,...

Investment Advisor Assistant

EDE Asset Management Inc. - Toronto, ON
Investment Advisor Assistant. Report directly to the Investment Advisor. The Investment Advisor Assistant will work closely with EDE Asset staff to market our...
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Investment Advisor Assistant

Raymond James Ltd. - 307 reviews - Montréal, QC
INVESTMENT ADVISOR ASSISTANT*. Is seeking a qualified Investment Advisor Assistant for our Montreal Branch. Maintain Financial Advisor files;...
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Investment Advisor Assistant / Licenced Assistant

HollisWealth, a division of Industrial Alliance Se... - Kingston, ON
Professionally represent advisors to clients, business partners, and the community. Managing the administrative and operational activities of the advisor....
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Private Client Services Associate, Toronto

Connor, Clark & Lunn Private Capital - Toronto, ON  +2 locations
Ideally as an assistant to a financial advisor or planner. Connor, Clark & Lunn Financial Group provides investment management services to individuals, advisors...
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Licensed Assistant Investment Advisor

TD Bank - 3,881 reviews - Vancouver, BC
The licensed Assistant Investment Advisor will provide quality, efficient and specialized trading support on multiple and diverse range of assignments....


RBC - 1,932 reviews - Toronto, ON  +7 locations
Investigate and resolve inquiries and complaints related to accounts and refer to the Investment Advisor where appropriate....

Financial Advisor Assistant

IP Strategies - Ottawa, ON
As a Financial Advisor Assistant, you will be responsible for the following:. Maintaining Financial Advisor files....
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Wealth Management - Admin Assistant

Assante Capital Management Ltd. - Mississauga, ON
Your own private office across from the Vice President / Senior Financial Advisor. If this is you, then you need to apply for our full-time Administrative...
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Financial Advisor Assistant

Raymond James - 307 reviews - Kelowna, BC
Is seeking a Financial Advisor Assistant to work in our Kelowna branch.  Minimum 2 years investment industry experience;...

Financial Advisor Assistant

Raymond James Ltd. - 307 reviews - Kelowna, BC
FINANCIAL ADVISOR ASSISTANT. Is seeking a Financial Advisor Assistant to work in our Kelowna branch. Minimum 2 years investment industry experience;...
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Commercial Advisor Assistant
THE CO-OPERATORS - 39 reviews - Kelowna, BC
$18 - $24 an hour
Commercial Advisor Assistant*. We are seeking a positive and professional team player to assist the Commercial Advisors in an administrative capacity....
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Executive Assistant to Investment Advisor
Executive Assistant in an Investment brokerage office*. Coordinate and manage marketing activities and initiatives on behalf of the office and its advisors....
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