Investment Advisor Assistant jobs

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Administrative Assistant
Allen Private Wealth / HollisWealth - North York, ON
$50,000 a year
Seeking an experienced Administrative Assistant to manage office interaction with the public, scheduling, typing reports and other business communications....
Easily apply
Financial Paraplanner & Licensed Assistant
Planner and licensed assistant*. Knowledge of tax and investment strategies, securities, insurance, pension plans and real estate is a definite asset....
Easily apply
Executive Assistant - Director of Operations (Real Estate Sa...
Expert Investment Advisors Investment Team @ Rock Star Real Estate - Oakville, ON
$20 - $30 an hour
Executive Assistant / Director of Operations *Duties Include:. Executive Assistant / Director of Operations *Marketing and Lead Generation:....
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Financial Advisor Assistant - Licensed

Investment Planning Counsel - 5 reviews - Mississauga, ON
Process investment forms for new and existing clients. Duties & Responsibilities....
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ScotiaMcLeod Branch Operations Assistant

Scotiabank - 2,421 reviews - Brampton, ON   +2 locations
ScotiaMcLeod offers full-service advice and a full spectrum of investment products and services through 750 advisors to over 150,000 households across Canada....

Financial Advisor Assistant

Raymond James Ltd. - 329 reviews - Toronto, ON
Is seeking a Financial Advisor Assistant to work in our Toronto Branch. Minimum 2 years investment industry experience;...
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Financial Paraplanner & Licensed Assistant

Assante Capital Management Ltd - 4 reviews - Calgary, AB
Planner and licensed assistant*. Knowledge of tax and investment strategies, securities, insurance, pension plans and real estate is a definite asset....
Easily apply

Licensed Sales Assistant - BMO Nesbitt Burns

BMO Financial Group - 1,373 reviews - Mississauga, ON   +4 locations
Current registration as an Investment Representative (IR). Basic / intermediate knowledge of investment process and procedures....

Unlicensed Sales Assistant - BMO Nesbitt Burns

BMO Financial Group - 1,373 reviews - Toronto, ON
Other employees in the branch including IAs, Sales Assistants (SAs), and Administrators. Under the direction of the Branch Operations Manager, this role is...

Licenced Financial Assistant

Front Row Financial Solutions Inc. - Windsor, ON
Licensed Financial Assistant*. Assisting internal/external stakeholders dealing with queries on behalf of Advisor....
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Administration Assistant/Sales Assistant - BMO Nesbitt Burns

BMO Financial Group - 1,373 reviews - St. John's, NL
Under the direction of the Branch Operations Manager, this role is responsible for assisting the branch and Investment Advisor (IA) teams in achieving the...

Investment Advisor Assistant (Licensed)

Canaccord Genuity Corp. - Toronto, ON   +2 locations
Investment Advisor Assistant (Licensed), Wealth Management – Toronto– Job # 5155. Assist Investment Advisors with processing and confirming client transactions;...
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Financial Advisor Assistant

Raymond James - 329 reviews - Abbotsford, BC   +1 location
FINANCIAL ADVISOR ASSISTANT. Time Financial Advisor Assistant to work in our Abbotsford branch. Of Canada’s leading independent investment dealers offering high...
Administrative Assistant
Financial Confidence Advisors Inc. - Vancouver, BC
$40,000 a year
Gather information on investment types, market returns, investment progress, investment fund choices and any other relevant paperwork....
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Administrative Assistant
CIBC - 1,776 reviews - Kingston, ON
Atlantic Trust Private Wealth Management provides integrated wealth management, investment advisory, investment management, investment counseling, trust,...