Investment Advisor Assistant jobs

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Financial Advisor/Partner

Crysalis Recruitment Services - Burnaby, BC
5+ years of experience as a fully licensed financial advisor. Ability to review, analyze and make improvement recommendations of existing investment portfolios...
Easily apply

Assistant Branch Manager – Bonnie Doon

Servus Credit Union 14 reviews - Edmonton, AB
Completion of the IFIC Investment Funds course. Provide regular one on one coaching sessions with all Personal Bankers (Financial Advisors) as required....
Easily apply

Workflow Coordinator, Bilingual (1 Year term)

GREAT-WEST LIFE ASSURANCE COMPANY (THE) 86 reviews - Winnipeg, MB
Follow up with Advisors and distribution partnersfor any outstanding requirements. Assist Policy Change Assistants with miscellaneous tasks including address...

Investment Associate - NBF, London

Banque Nationale du Canada 135 reviews - Toronto, ON - +1 location
Investment Assistants are the right hand men and women to our Investment Advisors and assist them in their day-to-day tasks....

New Accounts Officer (contract)

Scotiabank 526 reviews - Toronto, ON
Service phone calls and emails from Advisors, Branch Managers, etc. Contributes to the objective of the department by efficient, accurate and effective...

Investment Advisor Assistant

CIBC 465 reviews - Toronto, ON - +3 locations
 Atlantic Trust Private Wealth Management provides integrated wealth management, investment advisory, investment management, investment counseling, trust,...

Investment Advisor Assistant

HollisWealth - Vancouver, BC
Wealth, a division of Scotia Capital Inc, Investment Advisor is seeking an Administrative Assistant to service a book of high net worth clients....
Easily apply

Sales Assistant

CIBC 465 reviews - Calgary, AB - +3 locations
 Atlantic Trust Private Wealth Management provides integrated wealth management, investment advisory, investment management, investment counseling, trust,...

IIROC Licensed Administrative Assistant

altisHR 8 reviews - Calgary, AB
Follow up efficiently on client information requests by conducting the necessary research, resolving problems and consulting the Investment Advisor, as required...

Senior Licensed Sales Assistant

McNeill Nakamoto Recruitment Group - Vancouver, BC
Assist the Investment Advisor in general administrative duties; Keep investment advisor informed on new issuing of bonds and shares....
Wealth Sales Assistant
Sun Life Financial 218 reviews - Toronto, ON
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...
Sponsored by Sun Life Financial - 27 days ago
Financial Advisor
Edward Jones - Vancouver, BC
In Quebec, our Financial Advisors are known as Investment Advisors. Cultivate and get to know clients, their investment needs and their objectives in order to...
Sponsored by Edward Jones - 30+ days ago
Inside Sales Representative
Invesco 63 reviews - Toronto, ON
Representing multiple investment disciplines and applying a needs-based sales approach, this team deploys financial and business solutions across the financial...
Sponsored by Invesco - 30+ days ago

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Company with Investment Advisor Assistant jobs
218 reviews
Sun Life is a leading international provider of protection and wealth accumulation products & services to individual and corporate customers