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...
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...
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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