Investment Advisor Assistant jobs

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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...
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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...
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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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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....

Administrative Assistant

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

Richardson GMP - Vancouver, BC
Keep appointment books/agenda for Investment Advisor. To provide support to a high net worth investment management team. Role and Responsibilities*....
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Administrative Assistant (3 Month Contract)

Raymond James - 228 reviews - Vancouver, BC
Temporary
Is seeking an Administrative Assistant for our downtown Vancouver office. Quality investment products and services to Canadians seeking customized solutions to...

Investment Advisor Assistant (Licensed)

Canaccord Genuity Corp. - Vancouver, BC  +1 location
Investment Advisor Assistant (Licensed), Wealth Management – Vancouver– Job # 3565*. Our Canadian Wealth Management division is currently looking for a...
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Licensed Sales Assistant - Nesbitt Burns

BMO Financial Group - 460 reviews - Mississauga, ON  +1 location
Basic / intermediate knowledge of investment process and procedures. Under the direction of the Branch Operations Manager, this role is responsible for...

Financial Planning Assistant

Cornwall Wealth Management - Oakville, ON
The successful individual will provide assistance to advisors to hep build strong relationships with our many clients....
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Licensed Investment Advisor Assistant

Cornwall Wealth Management - Oakville, ON
As a Licensed Assistant reporting to a Senior Financial Advisor, you will use your strong people skills, attention to detail, knowledge of the financial...
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Licensed Administrative Assistant

Investment Planning Counsel - Hanover - Hanover, ON
Investment Planning Counsel. Directly with clients, advisors and fund companies. The Licensed Assistant will be responsible for service excellence in all...
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Financial Advisor Assistant

Optimize Wealth Management - Toronto, ON
$40,000 a year
The role of a Financial Advisor Assistant requires a very strong sales/service ability and familiarity with investments....
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Client Service Associate (Assistant to an Investment Advisor...
TD Bank - 2,080 reviews - Owen Sound, ON
The Client Service Associate will support Investment Advisors with all administrative tasks related to marketing, client service and relationship management....
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Receptionist and Administrative Assistant
Global Pacific Financial Services Ltd. - Surrey, BC
In-depth processing knowledge of one (1) or more product lines (Life, Living Benefits, Segregated Fund Investments or Fixed Term Investments);...
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