Investment Advisor Assistant jobs

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Financial Services Administrative Assistant
Services administrative assistant*. Duties of the assistant can include calling clients to schedule appointments, updating our client contact system, preparing...
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Retirement Strategist
Assistant Vice-President, Product & Research. Deep understanding of target date investment products. Experience presenting to employer Pension or Investment...

Investment Advisor Assistant

EDE Asset Management Inc. - Toronto, ON
Investment Advisor Assistant. Report directly to the Investment Advisor. The Investment Advisor Assistant will work closely with EDE Asset staff to market our...
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Licensed Sales Assistant

BMO Financial Group - 1,338 reviews - Ottawa, ON
Supporting the branch and Investment Advisor (IA) teams in achieving the. Current registration as an Investment Representative (IR)....

Administrative Assistant

Suk Hong Financial Management Inc. - Brossard, QC
The Administrative Assistant is an integral part of our business, as the company is run by one financial advisor working day and night....
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Regional Administrative Assistant

MD Financial Management Inc. - Calgary, AB   +3 locations
MD Financial Management’s Advisors work on salary, not commission - without incentives to sell any particular product, our Advisors provide objective advice...

Licensed Financial Advisor Assistant

Raymond James Ltd. - 310 reviews - Burnaby, BC
LICENSED FINANCIAL ADVISOR ASSISTANT. Is seeking an experienced Financial Advisor Assistant to work in our Burnaby Metrotown office....
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Investment Advisor Assistant

HOLLISWEALTH - 13 reviews - Waterloo, ON
Job Summary Are you a detail oriented organizer with a passion for personal finances and investing? Are you looking for a challenging role as a business...
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Investment Advisor Assistant

Raymond James Ltd. - 310 reviews - Montréal, QC
INVESTMENT ADVISOR ASSISTANT*. Is seeking a qualified Investment Advisor Assistant for our Montreal Branch. Maintain Financial Advisor files;...
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Investment Funds Advisor Assistant, PH&N Investment Services

RBC - 1,984 reviews - Calgary, AB
The Investment Funds Advisor Assistant (IFAA) / Office Manager role within PH&N is primarily responsible for providing full operational and administrative...

Advisor Support / Admin Assistant

Leoganda Financial & Insurance Services Inc - Richmond, BC
$30,000 - $35,000 a year
We are looking for an additional full-time team member as Advisor Support/Admin Assistant. Study investment products from different insurance companies....
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Advisor Assistant

Trimaran Financial Limited - Ottawa, ON
We’re growing our business and are looking for a talented Advisor Assistant with the desire to build a career in our industry....
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Sales Assistant
Sales Assistant - SAL07679. Assist in resolution of advisor concerns and issues. Provide initial Assessment of advisor request and ensure procedures are...
Investment Services Assistant
Valley First, a division of First West Credit Union - 12 reviews - Penticton, BC
$37,000 - $46,200 a year
The Investment Services Assistant provides administrative and marketing support to assigned Investment Advisors and responds to routine member/client inquiries....
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Investment Advisor Assistant
investments@abigreturn.com - Ajax, ON
Assistant to the Advisor, Applicant is looking to continue or start their career in financial services. We are looking for a candidate that wants to learn all...
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