Investment Advisor Assistant jobs

Filter results by:
Sort by: relevance - date
Salary Estimate
Job Type
Jobs 11 to 20 of 139
Upload your resume - Let employers find you
Financial and Insurance Advisor Assistant, Client Relation
Clarity MD Services - Mississauga, ON
We are seeking a financial advisor assistant to work with an independent financial advisor with a rapidly growing practice that provides financial, investment...
Easily apply
Sponsored
Financial Advisor’s Assistant
Neamtan & Associates - North York, ON
Prepare client investment summaries and agendas. Completion of investment, tax or financial planning courses. Prepare KYC and other investment applications and...
Easily apply
Sponsored
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....
Easily apply
Sponsored

Financial Advisor’s Assistant

Neamtan & Associates - North York, ON
Part-time
Prepare client investment summaries and agendas. Completion of investment, tax or financial planning courses. Prepare KYC and other investment applications and...
Easily apply

Financial Advisor Assistant

Raymond James Ltd. - 228 reviews - Toronto, ON
FINANCIAL ADVISOR ASSISTANT. This position will assist the Financial Advisor and Senior Financial Advisor Assistant whose focus is on excellence in client...
Easily apply

Security Licensed Assistant

Manulife Securities Incorporated - 2 reviews - Toronto, ON
$50,000 a year
Licensed Sales Assistant*. This role is responsible for supporting an Investment Advisor (IA) in managing a large financial planning practice (holistic)....
Easily apply

Licensed Investment Administrative Assistant - DOWNTOWN, Edm...

David Aplin Group - 14 reviews - Edmonton, AB
Temporary
Licensed Investment Administrative Assistant - DOWNTOWN, Edmonton. Major accountabilities for the Investment Advisor Assistant, will include client servicing,...

Financial Advisor’s Assistant

Novella Wealth - Richmond, BC
$28,000 a year
Advisor’s Assistant Job Responsibilities:. Confirming case status with advisors. Enhance advisor’s effectiveness by developing client information, processing...
Easily apply

Sales Assistant

Raymond James Ltd. - 228 reviews - Vancouver, BC
Maintain Financial Advisor files; Is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians...
Easily apply

Assistant to Investment Advisor

Richardson GMP - Winnipeg, MB
Assistant to Investment Advisor*. Keep appointment books/agenda for Investment Advisor. Notify Investment Advisor of tender offers, redemption's and...
Easily apply

Private Client Services Associate

Connor, Clark & Lunn Private Capital - Edmonton, AB  +1 location
Investment advisor support:. Ideally as an assistant to a financial advisor or planner. Connor, Clark & Lunn Financial Group provides investment management...
Easily apply

Investment Advisor Assistant (Licensed), Wealth Management

Canaccord Genuity Corp. - Vancouver, BC
Investment Advisor Assistant (Licensed), Wealth Management – Vancouver – Job # 3547*. Assist with coordinating client seminars/meetings led by the Investment...
Easily apply

Licensed Sales Assistant - BMO Nesbitt Burns

BMO Financial Group - 460 reviews - Hamilton, ON  +1 location
Basic / intermediate knowledge of investment process and procedures. Current registration as an Investment Representative (IR) preferred but not required....
Regional Associate
Invesco - 91 reviews - Vancouver, BC
Representing multiple investment disciplines and applying a needs-based sales approach, this team deploys financial and business solutions across the financial...
Sponsored
Wealth Sales Assistant
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
Get email updates for the latest Investment Advisor Assistant jobs
You agree to get information about new jobs for this search by email.You can cancel email alerts at any time.
Get email updates for the latest Investment Advisor Assistant jobs
You agree to get information about new jobs for this search by email.You can cancel email alerts at any time.