Investment Advisor Assistant jobs

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Security Licensed Assistant
Manulife Securities Incorporated - 2 reviews - Toronto, ON
$50,000 a year
Licensed Sales Assistant*. This role is responsible for supporting an Investment Advisor (IA) in managing a large financial planning practice (holistic)....
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Administrative Assistant (Financial)
AppleOne Employment Services - 980 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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Sales Assistant

Raymond James - 225 reviews - Vancouver, BC
 Maintain Financial Advisor files; Is one of Canada’s leading independent investment dealers offering high....

Senior Representative, Client Service

Great West Life - 113 reviews - Calgary, AB
Building relationships with the assigned clients and advisors. Review contracts and employee booklets, and provide interpretation of contract wording to clients...

Marketing Assistant (Part-Time), Wealth Management

Canaccord Genuity Corp. - Vancouver, BC
Part-time
Assist with coordinating client seminars/meetings led by the Investment Advisors; The successful incumbent will be supporting an established team of Investment...
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Legal Administrative Coordinator

Great West Life - 113 reviews - Winnipeg, MB
Preference will be given to graduates of a Legal Administrative Assistant Program or equivalent education or experience....

Assistant to Financial Advisor

Desjardins Financial Security Independent Network... - North York, ON
$35,000 a year - Permanent
We are most interested in someone who is committed to be an executive assistant. Position need to be filled ASAP....
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Administrative Assistant

RBC - 453 reviews - Collingwood, ON  +1 location
Investigate and resolve inquiries related to accounts and escalate to the Investment Advisor, Branch Management where appropriate....

Administrative Assistant (contract), RBC Dominion Securities

RBC - 453 reviews - Quebec City, QC
Assist the Investment Advisor in preparing for client meetings & client appreciation even. Investigate and resolve inquiries related to accounts and refer to...

Financial Planning Assistant

GIC & Associates Wealth Management - Burlington, ON
$40,000 - $45,000 a year
Canadian Investment Funds course or equivalent is required. GIC & Associates Wealth Management Financial Planning Assistant (Full-time) - Burlington Branch*....
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Financial Advisor Assistant

Raymond James Ltd. - 225 reviews - Ottawa, ON
FINANCIAL ADVISOR ASSISTANT. Is seeking a Financial Advisor Assistant to work in our downtown Ottawa branch. Minimum 2 years investment industry experience;...
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Financial Planning Associate Calgary

Scotiabank - 933 reviews - Calgary, AB
Attend weekly meetings with ToEs and advisors to review client files members ; Incorporating the key personal investment and advisory activities within the...
Financial Planning Assistant
GIC & Associates Wealth Management - Burlington, ON
$40,000 - $45,000 a year
Canadian Investment Funds course or equivalent is required. GIC & Associates Wealth Management Financial Planning Assistant (Full-time) - Burlington Branch*....
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Regional Associate
Invesco - 90 reviews - Toronto, ON
The Regional Associate position will provide the opportunity to build a solid foundation of investment product and investment industry knowledge while...
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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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