Investment Advisor Assistant jobs

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Financial Advisor Assistant
Daniel Chan Office - Markham, ON
Financial Advisor Assistant. Maintain advisor schedule:. Including insurance and investment related documents. Compose letters and memos on behalf of Advisors....
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Wealth Sales Assistant
Wealth Sales Assistant. Sun Life Global Investments brings together the strength of Sun Life Financial with the best in asset management from around the world...
Financial Services Administrative Assistant
SG Alliance Holdings - Mississauga, ON
$30,000 - $40,000 a year
Administrative support for 2 securities-licenced, investment advisors. Administrative Assistant – Financial Services Company....
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Administrative Assistant

HollisWealth | Chatterson Wealth Management - Saskatoon, SK
$30,000 - $40,000 a year
The Client Service Administrator will be responsible for providing exceptional customer service and representing the business in a dedicated support role for an...
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Licensed Investment Advisor Assistant

Bay Street Staffing - 2 reviews - Toronto, ON
$50,000 a year
Investment Advisor Assistant:. LICENSED FINANCIAL ADVISOR ASSISTANT*. The firm just completed and acquisition & is a rapidly growing investment firm is seeking...
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Administrative Assistant (12 month contract)

CIBC - 1,595 reviews - Sault Ste. Marie, ON
Provides integrated wealth management, investment advisory, investment management, investment counseling, trust, fiduciary, related asset management services,...

ScotiaMcLeod Administrative Support Assistant

Scotiabank - 2,187 reviews - Whitby, ON
ScotiaMcLeod offers full-service advice and a full spectrum of investment products and services through 750 advisors to over 150,000 households across Canada....

Investment Advisor Assistant

NBC - Mississauga, ON
$38,000 a year
Assists the Investment Advisor with business development by speaking with the clients. This position reports to the Regional Manager and works closely with the...
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Receptionist/Administrative Assistant

Bentall Kennedy - 28 reviews - Mississauga, ON
Bentall Kennedy, a member of the Sun Life Investment Management group of companies, is one of North America's largest real estate investment advisors....

Executive and Sales Team Assistant

Invico Capital Corporation - Calgary, AB
Willingness to communicate with financial advisors in multiple distribution channels. We are currently looking for an *Executive and Sales Team Assistant*....
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Investment Advisor Assistant

HollisWealth | Cattelan Private Wealth Counsel - Toronto, ON
Investment Advisor Assistant. Support the Advisors by:. The Investment Advisor Assistant is responsible for contributing to the overall success of the office by...
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Administrative Assistant

Winvest Financial - Winnipeg, MB
Tracking the investment documentation process. Tracking important deliverables for client policies and investments....
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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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Administrative Assistant
HollisWealth | Chatterson Wealth Management - Saskatoon, SK
$30,000 - $40,000 a year
The Client Service Administrator will be responsible for providing exceptional customer service and representing the business in a dedicated support role for an...
Easily apply
Financial Advisor Assistant
Carto Investment and Insurance Solutions Inc. - Nanaimo, BC
Plan and prepare marketing materials and events with the financial advisor. The candidate and the financial advisor work together as a team to create new...
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