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Wealth Sales Representative
Sun Life Financial 226 reviews - Toronto, ON
Assist investment advisors and insurance specialists with Sun Life solutions, business building practices and competitor analysis;...
Sponsored by Sun Life Financial  - 2 days ago
Inside Sales Representative
Invesco 64 reviews - Toronto, ON
Representing multiple investment disciplines and applying a needs-based sales approach, this team deploys financial and business solutions across the financial...
Sponsored by Invesco  - 20 days ago

Sales Assistant

CIBC 485 reviews - Courtenay, BC - +1 location
 Atlantic Trust Private Wealth Management provides integrated wealth management, investment advisory, investment management, investment counseling, trust,...

Financial Planning Associate

Raymond James Ltd 173 reviews - Vancouver, BC
Provide ongoing financial planning software support to Financial Advisors and their assistants (Razor, PlanPlus, Ativa);...
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Administrative Assistant

CIBC 485 reviews - Charlottetown, PE
Atlantic Trust Private Wealth Management provides integrated wealth management, investment advisory, investment management, investment counseling, trust,...

Business Development Assistant, RBC Dominion Securities

RBC 296 reviews - Calgary, AB
Business Development Assistant. Vice President, Wealth Advisor. Experience in and knowledge of investments and the financial industry is an asset, but not a...

Financial Advisor Assistant

Holliswealth - London, ON
HollisWealth is currently hiring for an Investment Assistant or Associate to join our team. The candidate will provide administrative support to Financial...
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Business Development/Financial Consultant Support

MD Financial Management - Kingston, ON
For all Advisors within the team, coordinate weekly team meetings (coordinator, FC, assistant); Coordinating pending follow-ups with the assistant and advisor...
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Financial Advisor

Scotiabank 549 reviews - Toronto, ON
3 to 5 years’ experience as a licensed Assistant, Associate or Financial Advisor. Providing knowledgeable investment advice to clients....

Executive assistant

Elite Wealth Management Inc - Richmond, BC
Solid understanding of investment products and insurance products. Providing Executive Administrative support to President....

Sr. Sales Assistant

BMO Financial Group 103 reviews - Vancouver, BC
Advanced knowledge of investment process and procedures. Proactively and professionally provides assistance to IAs (Investment Advisors) in order to meet client...

Administrative Assistant, Part-Time Contract, RBC Dominion S...

RBC 296 reviews - Sidney, BC
The RBC Dominion Securities Branch located in Sidney, BC is looking for an Administrative Assistant to perform daily administrative back office support to...
Private Client Service Associate
TDS Personnel - Toronto, ON
Ideally as an assistant to a financial advisor or planner. Comprehensive understanding of investment management and private client service....
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Sponsored by TDS Personnel  - 12 days ago
Financial Advisor
Edward Jones - Charlottetown, PE
In Quebec, our Financial Advisors are known as Investment Advisors. Cultivate and get to know clients, their investment needs and their objectives in order to...
Sponsored by Edward Jones  - 26 days ago
Investment Associate/Advisor Assistant
Oaktree Wealth at Manulife Securities Inc. - London, ON
Assisting senior advisor with work flow and task management. Assisting other advisors in the office with administrative tasks and paperwork, as needed....
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Sponsored by Oaktree Wealth at Manulife Securities Inc.  - 30 days ago
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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