Investment Advisor Assistant jobs

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Financial Services Associate/Assistant
AltaCorp Private Wealth - Calgary, AB
Experience in investment industry in administrative or sales role. Provide start up support to new advisors and assist in transformation of assets and alignment...
Easily apply
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Assistant to Financial Advisor
Wealth Management - Richmond, BC
Supporting the Financial advisor by preparing client reviews and presentations. Providing Executive Administrative support to President....
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Sponsored

Investment Advisor Assistant (Licensed)

Canaccord Genuity Corp. - Vancouver, BC
Assist Investment Advisors with processing and confirming client transactions; We achieve this by generating value for our individual, institutional and...
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Private Client Services Associate, Vancouver

Connor, Clark & Lunn Private Capital - Vancouver, BC  +1 location
Ideally as an assistant to a financial advisor or planner. Connor, Clark & Lunn Financial Group provides investment management services to individuals, advisors...
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Assistant - Financial Advisor

38 High Street - Mississauga, ON
$45,000 a year
RESPONSIBILITIES * Processing investments * Updating client information in system * Meeting planning and preparation * Client services - responding to
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Advisor Support Representative

Qtrade Financial Group - Vancouver, BC
We currently administer over $10.5 billion of investment assets through our subsidiaries and have been ranked among Canada’s top online brokerages for the past...
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Executive Administrative Assistant

Manulife Securities Incorporated - Etobicoke, ON
Looking for a full-time licenced assistant to financial advisor. Fully IIROC licensed....
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Receptionist and Administrative Assistant

Leede Jones Gable - Montréal, QC
Provides clients with truly impartial advice through more than 150 investment advisors and portfolio managers across Canada....
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Administrative Assistant

HollisWealth - Waterloo, ON
Preparation of various reporting and client documentation to support to the Financial Advisor. Incorporating the key personal investment and advisory activities...
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Executive Administrative Assistant

HollisWealth - Saskatoon, SK
Coordinate client investment trades. Preparing investment and insurance paperwork. Working knowledge of a variety of investment products and vehicles....
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Financial Services Associate/Assistant

AltaCorp Private Wealth - Calgary, AB
Experience in investment industry in administrative or sales role. Provide start up support to new advisors and assist in transformation of assets and alignment...
Easily apply

Private Client Associate

TDS Personnel - Toronto, ON
$50,000 - $55,000 a year - Full-time, Permanent
Ideally as an assistant to a financial advisor or planner. Comprehensive understanding of investment management and private client service....
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