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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Executive Assistant to Investment Advisor
Executive Assistant in an Investment brokerage office*. Coordinate and manage marketing activities and initiatives on behalf of the office and its advisors....
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Bookkeeping, Investment and Administrative Assistant

NEA - North York, ON
Prepare client investment summaries and agendas. Be right hand assistant to the owner. Completion of bookkeeping, investment, tax or financial planning courses....
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Leasing Assistant Part-Time

Bentall Kennedy - 28 reviews - Edmonton, AB
Leasing Assistant (Part-Time). Bentall Kennedy, a member of the Sun Life Investment Management group of companies, is one of North America's largest real estate...

Licensed Sales Assistant

BMO Financial Group - 1,312 reviews - Winnipeg, MB  +3 locations
Current registration as an Investment Representative (IR). Basic / intermediate knowledge of investment process and procedures....

Investment Advisor

First West Credit Union - 10 reviews - Nanaimo, BC
The Investment Advisor , is responsible for developing client relationships and growing clients’ investment and insurance portfolios through proactive...

Sales Assistant

Raymond James Ltd. - 307 reviews - Vancouver, BC  +1 location
Is seeking a Financial Advisor Assistant to work in our Cathedral Branch. Minimum 2 years investment industry experience;...
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Investment Services Assistant

First West Credit Union - 10 reviews - Penticton, BC
The Investment Services Assistant provides administrative and marketing support to assigned Investment Advisors and responds to routine member/client inquiries....

Administrative Assistant

Royds Financial operating as Manulifes Securities... - Hamilton, ON
$30,000 - $50,000 a year
With experience there would be more involvement in research, analysis, investments and clients. Someone who isn't interested in such a demanding lifestyle job...
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Financial Advisor Assistant

Raymond James - 307 reviews - Kelowna, BC
Is seeking a Financial Advisor Assistant to work in our Kelowna branch.  Minimum 2 years investment industry experience;...

Investment Advisor Assistant

NBC - Mississauga, ON
$38,000 a year
Assists the Investment Advisor with business development by speaking with the clients. This position reports to the Regional Manager and works closely with the...
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Assistant Branch Administrator (Mat Leave)

Richardson GMP - Vancouver, BC
Investment Representative Training (IRT). Licensed as an Investment Representative. This contract Assistant Branch Administrator role is to provide...
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Financial Advisor - Kenora
For those looking to move to this stunning cottage country, financial assistant to relocate will be considered (certain conditions apply)....
Commercial Advisor Assistant
THE CO-OPERATORS - 39 reviews - Kelowna, BC
$18 - $24 an hour
Commercial Advisor Assistant*. We are seeking a positive and professional team player to assist the Commercial Advisors in an administrative capacity....
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Wealth Coordinator
Lakeland Credit Union - Bonnyville, AB
1-3 years of experience in an administrative assistant role,. As Wealth Coordinator, you will bring your desire to help with strong organization skills to...
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