Investment Advisor Assistant jobs

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Licensed investment assistant - National Bank Financial, Win...

National Bank 124 reviews - Winnipeg, MB
Full-time,  Permanent
Assists the Investment Advisor with business development by speaking with the clients. They will also act as a resource person for clients concerning the firm's...

Sales Assistant

CIBC 438 reviews - Truro, NS - +7 locations
This job supports the Investment Advisors in the Branch in one location. Unlicensed Sales Assistants are expected to work toward the IIROC license (formerly IDA...

Investment Assistant -NBF

National Bank 124 reviews - Pointe-Claire, QC - +1 location
Full-time,  Permanent
Investment Assistants are the right hand men and women to our Investment Advisors and assist them in their day-to-day tasks....

Program Administrator, Portfolio Manager Access

Manulife 13 reviews - Toronto, ON
Manulife's Investment Division manages the Company's General Fund on-balance sheet assets and through Manulife Asset Management, manages assets for...

Licensed Investment Assistant

Acuity HR Solutions - Winnipeg, MB
To join one of their distinguished top producing advisor teams. This role directly supports the success and growth of the Investment Advisor by organizing and...
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Compliance Officer - Complaints

Investia Financial Services - Vaughan, ON
Leverage, KYC versus investment holdings, fee schedule. •Standard client acknowledgement communication, preliminary review to determine scope of complaint, and...

Interim Chief Financial Officer

excelITR - Gatineau, ON
Temporary
Experience as a consultant or advisor to senior management providing guidance and advice on the planning and/or implementation of a new organization or ideally...

Compliance Supervisor - National Bank Financial, British Col...

National Bank 124 reviews - Vancouver, BC
Full-time,  Permanent
Meet with the Investment advisor on a regular basis, offer them training related to compliance responsibilities & requirements and promote the use of the tools...

Financial Advisor Assistant (Licensed)

Raymond James Ltd 161 reviews - Vancouver, BC
FINANCIAL ADVISOR ASSISTANT (LICENSED). Is seeking a qualified Financial Advisor Assistant (Licensed) to work in our downtown Vancouver office....
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Assisstant Investment Advisor

Manpower 4,673 reviews - Kitchener, ON
Permanent
Kitchener Insurance firm is in search of an Insurance Advisor assistant. Have you worked within MFDA financial planning?...
Wealth Sales Assistant
Sun Life Financial 206 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 - 30+ days ago
Investment Advisor Assistant
Integral Wealth Securities Limited - Kitchener, ON
Schedule appointments and assist the Investment Advisor with meeting prep. Excellent client communication and phone skills, responding promptly to client...
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Sponsored by Integral Wealth Securities Limited - 30+ days ago
Financial Advisor
Edward Jones - Regina, SK
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

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