Investment Advisor Assistant jobs

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Sun Life Financial Perth
Sun Life Financial - Perth, ON
Sun Life Advisor (commission). Sun Life Financial advisors sell health insurance, life insurance and investments to individuals and groups....
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Regional Associate
Invesco - 87 reviews - Vancouver, BC
Representing multiple investment disciplines and applying a needs-based sales approach, this team deploys financial and business solutions across the financial...

Assistant Investment Advisor 3243

Bank of Montreal - 360 reviews - Vancouver, BC
Associate Investment Advisor Training Level 1. Associate Investment Advisor Level 2 program. The incumbent will work alongside a Chairman Council Investment...
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Financial Planner

Raymond James Ltd. - 212 reviews - Burnaby, BC
Provide ongoing financial planning software support and training to Financial Advisors and their assistants (NaviPlan, FP Solutions, the Razor, PlanPlus, Ativa)...
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Senior Service Coordinator

CI Investments Inc - Toronto, ON
As the primary service contact for Investment Counselors (IC), Financial Advisors and their Assistants, the Senior Service Coordinator (SSC) acts as a liaison...

Licensed Sales Assistant

Bank of Montreal - 360 reviews - White Rock, BC
Basic / intermediate knowledge of investment process and procedures. Under the direction of the Branch Operations Manager, this role is responsible for...
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Adminstration Assistant

P & K Financial Inc. - Toronto, ON
Administrative/ Marketing Assistant for Financial Advisor*. Working with Financial Advisor or Fund Company:....
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Administrative Assistant

BMO Financial Group - 407 reviews - Montréal, QC
Desire to provide high level of service to Branch staff (Sales Assistants and Investment Advisors). University degree or equivalent experienceCSC and CPH...

Associate, RBC Dominion Securities

RBC - 378 reviews - Vancouver, BC
Investigate and resolve inquiries related to accounts and refer to the Investment Advisor where appropriate. You will support a successful Investment Advisor's...

Advisory Services Assistant

Interior Savings Credit Union - Kamloops, BC
Act as a technical liaison to the advisors for software and resource tools and perform various other duties as assigned....
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Insurance Assistant

Peak Associates Limited - Montréal, QC
Meet with Investment Advisors to work on cases together with illustrations when required. Be a source of contact for the Investment Advisors for quick quotes...
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Administrative Assistant (Mat Leave -Full-time)

MJF Financial Consultants - Concord, ON
Data capture and processing of investment trades. Support the Financial Advisor in preparing client reviews and presentations....
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Wealth Sales Representative
Assist investment advisors and insurance specialists with Sun Life solutions, business building practices and competitor analysis....
Administrative Assistant (Financial)
AppleOne Employment Services - 930 reviews - North York, ON
$50,000 a year
Supporting an Investment Advisor with administrative duties*. 1-2 years administrative assistant experience within a retail wealth management firm*....
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Assistant to Financial Advisor
Wealth Management - Richmond, BC
Supporting the Financial advisor by preparing client reviews and presentations. Providing Executive Administrative support to President....
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