Investment Advisor Assistant jobs

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Administrative Assistant (Financial)
AppleOne Employment Services - 3.8950 reviews - North York, ON
$50,000 a year
Supporting an Investment Advisor with administrative duties*. 1-2 years administrative assistant experience within a retail wealth management firm*....
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Adecco - 3.87,836 reviews - Vancouver, BC
$50,000 a year
Adecco Professionals has partnered with a well-respected Investment Firm that is looking for a Internal Wholesaler to work in their Vancouver office....
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Investment Advisor Assistant, Wood Gundy
CIBC - 4.01,162 reviews - Kamloops, BC
The Client Associate or Administrative Associate is accountable to assist Investment Advisor(s) and their team(s) in managing existing investment portfolios and...
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Licensed Sales Assistant - Nesbitt Burns

BMO Financial Group - 3.7425 reviews - Brockville, ON  +5 locations
Basic / intermediate knowledge of investment process and procedures. Under the direction of the Branch Operations Manager, this role is responsible for...

Investment Advisor Assistant (Licensed)

Canaccord Genuity Corp. - Toronto, ON  +1 location
Assist Investment Advisor with processing and confirming client transactions; The successful incumbent will be supporting an established Investment Advisor...
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Licensed Sales Assistant

Bank of Montreal - 3.7379 reviews - Toronto, ON  +2 locations
Current registration as an Investment Representative (IR). Basic / intermediate knowledge of investment process and procedures....
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Assistant, National Accounts

CI Investments Inc - Toronto, ON
Assistant, National Accounts. Professionalism in dealing with clients, internal staff, external financial advisors and assistants and regulatory authorities...

Client Assistant

MD Financial Management Ltd - Montréal, QC
Working knowledge of RRSPs, RRIFs, RESPs, mutual funds and other investment products; As an experienced Client Assistant, your ability and desire to respond...
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Financial Advisor Assistant

Investment Planning Counsel - Chilliwack, BC
IPC is looking to grow its team and is seeking a part-time assistant to work closely with a Financial Advisor....
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(Assistant) Branch Administrator

Canaccord Genuity Corp. - Toronto, ON
Investment Advisor (IA) support; We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment...
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Financial Administrative Assistant

Beyond Business Financial Solutions - Edmonton, AB
Experience in processing life insurance and investment applications, as well as processing investment trades would be an asset....
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Assistant Licensed Financial Advisor

Calla Financial Services - West Vancouver, BC
We are uniquely focused on serving the needs of all businesses, all organizations and individual clients with investment management and/or insurance needs....
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Registered Sales Assistant/ Associate Advisor

Haywood Securities Inc. - Vancouver, BC
Haywood’s Retail Sales Department is currently looking to recruit a Sales Assistant/ Associate Advisor for a team of two Investment Advisors....
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Processing Manager
The Expatriate Group - Calgary, AB
$60,000 a year
Mutual Fund Licensed Assistant and New Client Advisor. Tom Boleantu our Senior Wealth Advisor has been leading the organization and is on Chairman’s Council -...
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Financial Advisor Assistant
The Mason Group Inc - Toronto, ON
Investment industry knowledge and experience. Are you currently working for a Financial Advisor and would like a new career challenge?...
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