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Investment Advisor Assistant jobs

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Licensed Mutual Fund Assistant
Family Wealth Concepts Ltd. - Mississauga, ON
$45,000 a year
Licensed Mutual Fund Assistant*. _Under minimal supervision, you will be required to perform a full range of administrative-related duties supporting MFDA/LLQP...
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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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Investment Advisor Associate

RBC Dominion Securities - Oakville, ON
Help the Investment Advisor prepare for client meetings. At least 1 year of experience in the investment field working as an associate or executive assistant....
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Transition Specialist (Mobile Branch Assistant)

Raymond James - 220 reviews - Vancouver, BC
Sales Assistant roles; Advisors joining the firm. The ongoing support of new Advisors; Is seeking a Transition Specialist/Mobile Branch Assistant to support...

Private Client Administrative Assistant

CI Investments Inc - Toronto, ON
Private Client Administrative Assistant. Liaise and maintain strong relationships with internal departments (PC admin, Investment Policy (IP) Group, PC trading...

Financial Administrative Assistant

Poly Services Group - Mississauga, ON
Providing support to the advisor. Financial Administrative Assistant needed for well Established Company!*. Our client is looking for a Financial Administrative...
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Financial Planning Associate Calgary

Scotiabank - 914 reviews - Calgary, AB
Attend weekly meetings with ToEs and advisors to review client files members ; Incorporating the key personal investment and advisory activities within the...

ScotiaMcLeod Branch Operations Assistant

Scotiabank - 914 reviews - Vancouver, BC  +2 locations
ScotiaMcLeod offers full-service advice and a full spectrum of investment products and services through 750 advisors to over 150,000 households across Canada....

Sales Assistant (1 Year Contract)

Raymond James Ltd. - 220 reviews - Vancouver, BC
Maintain Financial Advisor files; SALES ASSISTANT (1 YEAR CONTRACT). Is one of Canada’s leading independent investment dealers offering high quality investment...
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Sales Assistant (1 Year Contract)

Raymond James - 220 reviews - Vancouver, BC
 Maintain Financial Advisor files; Is one of Canada’s leading independent investment. Is seeking a qualified licensed Sales Assistant to work in our downtown....

Assistant Licensed Financial Advisor

Calla Financial Services - West Vancouver, BC
We are uniquely focused on serving the needs of all businesses, all organizations and individual clients with investment management and/or insurance needs....
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Sr. Sales Assistant

Bank of Montreal - 395 reviews - Vancouver, BC
Advanced knowledge of investment process and procedures. Under the direction of the Branch Operations Manager, this role is responsible for supporting the...
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Administrative Assistant (Financial)
AppleOne Employment Services - 965 reviews - North York, ON
$50,000 a year
Supporting an Investment Advisor with administrative duties*. 1-2 years administrative assistant experience within a retail wealth management firm*....
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Regional Associate
Invesco - 89 reviews - Toronto, ON
The Regional Associate position will provide the opportunity to build a solid foundation of investment product and investment industry knowledge while...
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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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