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...
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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...
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Account Manager
Global Pacific Financial Services Ltd. - Surrey, BC
In-depth Knowledge of two (2) or more product lines (Life, Living Benefits, Investments and Fixed Term Investments);...
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Investment Advisor Assistant

HollisWealth | Cattelan Private Wealth Counsel - Toronto, ON
Investment Advisor Assistant. Support the Advisors by:. Assisting with Advisor seminars by booking venues, scheduling guests, greeting clients, arranging for...
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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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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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Sales Assistant - Winnipeg West (1 year)

Desjardins - 111 reviews - Winnipeg, MB
Respond to advisor and client inquiries. A strong knowledge of investment products would be an asset. Responsible for referring clients to Financial Advisors as...

Advisor Services Representative

Investment Planning Counsel - 3 reviews - Mississauga, ON
An emphasis will be placed on providing Advisors and Sales Assistants with a clear and efficient method of operations....
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Investment Advisor Assistant (17-064)

Raymond James Ltd. - 269 reviews - Montréal, QC
INVESTMENT ADVISOR ASSISTANT*. Maintain Financial Advisor files; Is one of Canada’s leading independent investment dealers offering high quality investment...
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Licensed Sales Assistant (IFS)

Raymond James - 269 reviews - Ottawa, ON
LICENSED SALES ASSISTANT. Sales Assistant to provide administrative support to Financial Advisors and outstanding service....

Financial Advisor Assistant

Raymond James Ltd. - 269 reviews - Victoria, BC
FINANCIAL ADVISOR ASSISTANT. Is seeking a Financial Advisor Assistant to work in our Victoria branch. Maintain Financial Advisor files;...
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Administrative Assistant (Non-Licensed)

Canaccord Genuity Corp. - Toronto, ON  +1 location
Assist Investment Advisors with a range of administrative support; We achieve this by generating value for our individual, institutional and corporate clients...
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Licensed Sales Assistant

BMO Financial Group - 543 reviews - Toronto, ON  +1 location
Basic / intermediate knowledge of investment process and procedures. Under the direction of the Branch Operations Manager, this role is responsible for...
Investment and Insurance Assistant
PI Financial - Vancouver, BC
Ability to take investment instruction from the advisor and enter trades. Licensed Administrative Assistant. The successful candidate should have experience in...
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FUTURE OPPORTUNITY - Wealth Sales Assistant - Bilingual
In 2010, Sun Life Financial launched a new investment company - Sun Life Global Investments (Canada) Inc....
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