Investment Advisor Assistant jobs

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Financial Advisor
Edward Jones - 465 reviews - Calgary, AB
Cultivate and get to know clients, their investment needs and their objectives in order to deliver appropriate investments and services....
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Assistant to Financial Advisor

Elite Wealth Management Inc - Richmond, BC
$45,000 - $65,000 a year
Supporting the Financial advisor by preparing client reviews and presentations. Providing Executive Administrative support to President....

Licensed Sales Assistant

BMO Financial Group - 140 reviews - Vancouver, BC
Current registration as an Investment Representative (IR). Basic / intermediate knowledge of investment process and procedures....

Lands Manager

Lheidli T'enneh - Prince George, BC
$50,000 a year
Dolleen Logan, Lead Executive Assistant. To provide assessment and recommendations regarding On-Reserve Land-Use Referrals that may lead to the development of...
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Senior Sales Assistant

Raymond James - 197 reviews - Calgary, AB
Is one of Canada’s leading independent investment dealers offering high quality investment. Service to Financial Advisors and clients....

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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Administrative Assistant, RBC Dominion Securities

RBC - 345 reviews - White Rock, BC  +1 location
Assist Investment Advisor in preparing for client meetings; The RBC Dominion Securities Branch located in White Rock, BC is looking for a Full-Time...

Licensed Assistant

INDUSTRIAL ALLIANCE GROUP - 60 reviews - Toronto, ON
Our network of investment advisors supports and guides clients in their investment decisions. Investment Representative (IR) or Registered Representative (RR)...

Lands Manager

Lheidli T’enneh Band - Prince George, BC
Dolleen Logan, Lead Executive Assistant. To provide assessment and recommendations regarding On-Reserve Land-Use Referrals that may lead to the development of...

Maintenance Manager

Bentall Kennedy - 16 reviews - Calgary, AB
Bentall Kennedy is one of North America's largest real estate investment advisors. Bentall Kennedy is a member of the Sun Life Investment Management group of...

Financial Services Manager - 1600002490

BMO FINANCIAL GROUP - 140 reviews - Fredericton, NB
Successful completion of 90 day BMO NB Investment Advisor course. Prepare and complete accurate documentation of compliance monitoring and risk assessments,...
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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Wealth Sales Representative
Assist investment advisors and insurance specialists with Sun Life solutions, business building practices and competitor analysis....
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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...
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Company with Investment Advisor Assistant jobs
Sun Life is a leading international provider of protection and wealth accumulation products & services to individual and corporate customers