Investment Advisor Assistant jobs

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Wealth Solution Specialist
Provide assistance to advisors related to investment case work and processing. And provide escalation to partners when applicable to ensure a quick turnaround...
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Account Manager
Global Pacific Financial Services Ltd. - Surrey, BC
In-depth Knowledge of two (2) or more product lines (Life, Living Benefits, Investments and Fixed Term Investments);...
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Investment Assistant

Cowan Insurance Group - 4 reviews - Brantford, ON
Comprehensive knowledge of investment products. Advise advisors of any business opportunities. Support and backup for other Investment Administrators....

Administrative Assistant

Fidelity Investments - 1,881 reviews - Toronto, ON
Administrative Assistant - 1703390 Description The Purpose of Your Role As an Administrative Assistant , you will be providing coordination and...

Administrative Assistant

HollisWealth - 10 reviews - Vancouver, BC
We are two growing independent Investment Advisors seeking an exceptional administrative assistant to join our teams. Each of us run separate books of business;...
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Transition Administrator

Raymond James Ltd. - 269 reviews - Vancouver, BC  +1 location
A good understanding of the procedures and processes supporting Financial Advisor and Sales Assistant roles; Collaborate with the Advisor Transitions Leader to...
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Executive Assistant | Adjointe Administrative

Assante Capital Management Ltd - Montréal, QC
Looking for an executive assistant to work directly with a Senior Financial Advisor. Assante is a subsidiary of CI Financial, a leading national investment...
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Administrative Assistant

Life100 Insurance & Investments Inc - Scarborough, ON
Life100 Insurance and Investments Inc. Providing information of new products to Advisors and Clients. Life100 offers a wide range of insurance and investments...
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Administrative Assistant - Financial Services

Assante Capital Management Ltd. - Mississauga, ON
Your own private office across from the Vice President / Senior Financial Advisor. If this is you, then you need to apply for our full-time Administrative...
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Licensed Sales Assistant (IFS)

Raymond James - 269 reviews - Ottawa, ON
LICENSED SALES ASSISTANT. Sales Assistant to provide administrative support to Financial Advisors and outstanding service....

Finanical Administrative Assistant

Canadian Benefits Investment & Insurance Group Inc... - Prince George, BC
Financial Administrative Assistant*. Our *Financial Administrative Assistants*. Canadian Benefits Investment & Insurance Group Inc....
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Investment and Insurance Assistant

PI Financial - Vancouver, BC
Ability to take investment instruction from the advisor and enter trades. Licensed Administrative Assistant. The successful candidate should have experience in...
Investment and Insurance Assistant
PI Financial - Vancouver, BC
Ability to take investment instruction from the advisor and enter trades. Licensed Administrative Assistant. The successful candidate should have experience in...
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FUTURE OPPORTUNITY - Wealth Sales Assistant - Bilingual
In 2010, Sun Life Financial launched a new investment company - Sun Life Global Investments (Canada) Inc....
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FUTURE OPPORTUNITY - Wealth Sales Assistant
FUTURE OPPORTUNITY - Wealth Sales Assistant. Future opportunities in the Greater Montreal Area for a Wealth Sales Assistant within our wealth distribution group...
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