Investment Advisor Assistant jobs

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Wealth Sales Representative
Sun Life Financial 214 reviews - Montréal, QC
Assist investment advisors and insurance specialists with Sun Life solutions, business building practices and competitor analysis;...
Sponsored by Sun Life Financial - 4 days ago
Financial Advisor
Edward Jones - Toronto, ON
In Quebec, our Financial Advisors are known as Investment Advisors. Cultivate and get to know clients, their investment needs and their objectives in order to...
Sponsored by Edward Jones - 17 days ago

Financial Planning Associate – Calgary

Scotiabank 503 reviews - Calgary, AB
Es and advisors. Es and advisors to review client files members ; Incorporating the key personal investment and advisory activities within the Scotiabank,...

Entry Level - Investment Assistant

Sader Financial Advisors Group Inc. - Alberta
Sader Financial Advisors Group Inc. We are seeking a bright, self-motivated, professional individual to fill this crucial position on our team as a full-time...

Sales Assistant

CIBC 448 reviews - Bridgewater, NS - +4 locations
This job supports the Investment Advisors in the Branch in one location. Unlicensed Sales Assistants are expected to work toward the IIROC license (formerly IDA...

Financial Advisor Assistant (Licensed)

Raymond James Ltd 163 reviews - Vancouver, BC
FINANCIAL ADVISOR ASSISTANT (LICENSED). Is seeking a qualified Financial Advisor Assistant (Licensed) to work in our downtown Vancouver office....
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Investment Advisor

First West Credit Union - Kamloops, BC
Opens investment accounts recommends investments and may recommend or refer insurance solutions. Identify sales-oriented branch staff who desire to become an...

Associate Investment Advisor

Work within the team as an Investment Advisor, with our client's long-term team objectives of building team assets under management and improving communications...

Receptionist/Wealth Management Assistant North York

TDS Personnel - Toronto, ON
The Receptionist’s role is to provide administrative support to the branch and display a professional manner when dealing with the Investment Advisors, their...
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Investment Advisor Assistant | Dundee Goodman Private Wealth

Dundee Capital Markets Inc. - Toronto, ON
Basic understanding of investment portfolios. Dundee Goodman Private Wealth is home to Portfolio Managers and Investment Advisors who deliver expert advice to...

Financial Planning Assistant

Rogers Group Financial - Vancouver, BC
Case preparation and client meeting support to Financial Advisor (research, financial plans, investment policy statements, quotes, etc.)....
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Assisstant Investment Advisor

Manpower 4,749 reviews - Kitchener, ON
Kitchener Insurance firm is in search of an Insurance Advisor assistant. Have you worked within MFDA financial planning?...
Investment Advisor Assistant
Integral Wealth Securities Limited - Kitchener, ON
Schedule appointments and assist the Investment Advisor with meeting prep. Excellent client communication and phone skills, responding promptly to client...
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Sponsored by Integral Wealth Securities Limited - 30+ days ago
Wealth Sales Assistant
Sun Life Financial 214 reviews - Toronto, ON
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...
Sponsored by Sun Life Financial - 30+ days ago
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Company with Investment Advisor Assistant jobs
214 reviews
Sun Life is a leading international provider of protection and wealth accumulation products & services to individual and corporate customers