Investment Advisor Assistant jobs

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Financial Advisor’s Assistant
Neamtan & Associates - North York, ON
Prepare client investment summaries and agendas. Completion of investment, tax or financial planning courses. Prepare KYC and other investment applications and...
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Client Service Associate (Assistant to an Investment Advisor...
TD Bank - 2,078 reviews - Owen Sound, ON
The Client Service Associate will support Investment Advisors with all administrative tasks related to marketing, client service and relationship management....
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Investment Advisor
CBIG - Canadian Benefits Investment and Insurance Group - Prince George, BC
Licensed assistant, associate or financial advisor:. The Investment Advisor has sales targets and is responsible for the overall client experience....
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Financial Advisor Executive Assistant (Ottawa Branch)

Investment Planning Counsel (Ottawa Branch) - Ottawa, ON
Opening mail received, assessing content and acting accordingly/delivering to Advisor when necessary; Updating e-mails addresses on Advisor website for...
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Investment Advisor Assistant (Licensed), Wealth Management

Canaccord Genuity Corp. - Vancouver, BC
Investment Advisor Assistant (Licensed), Wealth Management – Vancouver – Job # 3547*. Assist with coordinating client seminars/meetings led by the Investment...
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Administrative Assistant (3 Month Contract)

Raymond James Ltd. - 228 reviews - Vancouver, BC
Is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to...
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Financial Advisor Assistant

Raymond James Ltd. - 228 reviews - Toronto, ON
FINANCIAL ADVISOR ASSISTANT. This position will assist the Financial Advisor and Senior Financial Advisor Assistant whose focus is on excellence in client...
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Financial Advisor Assistant

Raymond James - 228 reviews - Toronto, ON
Senior Financial Advisor Assistant whose focus is on excellence in client service. Is seeking a licensed Financial Advisor Assistant to work with one of our....

Financial Advisor’s Assistant

Neamtan & Associates - North York, ON
Prepare client investment summaries and agendas. Completion of investment, tax or financial planning courses. Prepare KYC and other investment applications and...
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Investment Associate

National Bank - 225 reviews - Fredericton, NB  +1 location
Investment Assistants are the right hand men and women to our Investment Advisors and assist them in their day-to-day tasks....

Investment Associate

Banque Nationale du Canada - 225 reviews - Fredericton, NB  +1 location
Investment Assistants are the right hand men and women to our Investment Advisors and assist them in their day-to-day tasks....

Licensed Investment Advisor Assistant

Cornwall Wealth Management - Oakville, ON
As a Licensed Assistant reporting to a Senior Financial Advisor, you will use your strong people skills, attention to detail, knowledge of the financial...
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Investment Advisor Assistant (Licensed)

Limestone Financial - Kingston, ON
Limestone Financial is currently looking for a licensed investment assistant. Process business, manage advisor calendars and liaise with industry partners...
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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...
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FUTURE OPPORTUNITY - Wealth Sales Representative
Assist investment advisors and insurance specialists with Sun Life solutions, business building practices and competitor analysis....
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