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Investment Advisor Assistant
An Independent Financial Advisory Company - Markham, ON
(comprised of financial planning, investment and insurance clients with FUNDEX INVESTMENTS INC.). Processing and follow-up up on trades (mutual fund, seg fund,...
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Assistant, Wealth Management
TDS Personnel - Toronto, ON
$35,000 - $42,000 a year
Assist Investment Advisor with required client reporting and meeting preparation. Our client, a downtown financial services company is looking for an Assistant...
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Regional Associate
Invesco - 91 reviews - Vancouver, BC
Representing multiple investment disciplines and applying a needs-based sales approach, this team deploys financial and business solutions across the financial...


RBC - 470 reviews - Vancouver, BC  +4 locations
Investigate and resolve inquiries related to accounts and refer to the Investment Advisor where appropriate. You will support a team of Investment Advisor's by...

Licensed Investment Assistant

McNeill Nakamoto Recruitment Group Inc - Vancouver, BC
Licensed Investment Assistant. Provide administrative and investment support to the Investment Advisor to achieve business goals and maintain strong client...
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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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Administrative Assistant/Receptionist

RJM Wealth Inc. - Port Credit, ON
$30,000 - $35,000 a year
Prepare KYC and other investment applications and RRSP transfer forms. Build and maintain a good rapport with clients and enhance the advisor and company image....
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Marketing Assistant (3-Month Contract), Wealth Management

Canaccord Genuity Corp. - Vancouver, BC
Assist with coordinating client seminars led by Investment Advisors; The successful incumbent will be supporting an established Investment Advisor within a team...
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Estate & Insurance Administrative Assistant (1 year contract...

BMO Financial Group - 470 reviews - Toronto, ON
Provide a full range of administrative duties to support the achievement of disability and insurance sales by the Estate & Insurance Advisor (Financial Security...

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 - Temp to Perm

David Aplin Group - 15 reviews - Edmonton, AB
Financial Advisor Assistant. As the Financial Advisor Assistant, you will act as the face of the organization and you will provide administrative support to the...

Advisor Relations Representative

Guardian Capital Group Limited - Vancouver, BC
 Providing proactive outbound communication/delay in process notices with advisors and assistants; Reporting to the Director, Advisor Relations (Markham) and...
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Project Assistant Intern

Finance Alliance for Sustainable Trade (FAST) - Montréal, QC
Support FAST Project Manager with overseeing Tanzanian consultants to be involved on FAST’s International Network of Local Financial Advisors....
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Investment Advisor
First West Credit Union - Surrey, BC
Evaluate performance of Investment Services Assistants on an ongoing informal basis. Opens investment accounts recommends investments and may recommend or refer...
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Wealth Sales Assistant
Wealth Sales Assistant. Sun Life Global Investments brings together the strength of Sun Life Financial with the best in asset management from around the world...
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