Investment Advisor Assistant jobs

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Financial Paraplanner & Licensed Assistant
Planner and licensed assistant*. Knowledge of tax and investment strategies, securities, insurance, pension plans and real estate is a definite asset....
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Executive Assistant - Director of Operations (Real Estate Sa...
Expert Investment Advisors Investment Team @ Rock Star Real Estate - Oakville, ON
$20 - $30 an hour
Executive Assistant / Director of Operations *Duties Include:. Executive Assistant / Director of Operations *Marketing and Lead Generation:....
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Investment Advisor Assistant

Raymond James Ltd. - 329 reviews - Montréal, QC
INVESTMENT ADVISOR ASSISTANT*. Is seeking a qualified Investment Advisor Assistant for our Montreal Branch. Maintain Financial Advisor files;...
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Mutual/Investment Funds Assistant

Lifeease Financial Solutions Inc - Ottawa, ON
$38,000 - $50,000 a year
Scheduling meetings and appointments for the advisors; Manage the calendar and emails of the advisors. Financial Services Assistant needed for our stable,...
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Investment Advisor Assistant

FIRSTONTARIO CREDIT UNION - 7 reviews - Halton, ON   +1 location
 Execute trade orders under the supervision of Investment Advisor;  Assist Investment Advisors with processing of business, using dealer-provided systems, and...
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Admin Assistant

HollisWealth - Vancouver, BC
A HollisWealth, Investment Advisor is seeking an. Administrative Assistant to service a book of high net worth clients. Downtown Vancouver, BC....
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Administrative Assistant

Fidelity Investments - 2,017 reviews - Toronto, ON
Environics Advisor Perception Study 2016. Provide coverage to other administrative assistants. The Purpose of Your Role....

Administrative Assistant - BMO Nesbitt Burns

BMO Financial Group - 1,374 reviews - Toronto, ON   +1 location
Provide administrative support to assigned Investment Advisor - IA(s). Be part of the BMO Nesbitt Burns team!...

Business Development Associate

Invesco - 233 reviews - Vancouver, BC
Acts as the key contact with Investment Advisor (IA) /Investment Advisor Assistant and marketing & compliance....

Administrative Assistant/Reception

The Steele Group Financial & Workplace Services In... - Cambridge, ON
Schedule follow-ups for other staff and advisors. An understanding of the financial services sector would be an asset - areas such as Investments, Insurance,...
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Project Assistant (Intern)

CWF Group Inc. - North York, ON
Gain an understanding of the investment databases used by the investment firm. Develop skills needed in communicating with customers regarding their investment...
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Administrative Assistant

Freedman Kruss & Associates - Markham, ON
Data capture and processing of investment trades. Support the Financial Advisor in preparing client reviews and presentations....
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Administrative Assistant
Financial Confidence Advisors Inc. - Vancouver, BC
$40,000 a year
Gather information on investment types, market returns, investment progress, investment fund choices and any other relevant paperwork....
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Administrative Assistant
CIBC - 1,776 reviews - Kingston, ON
Atlantic Trust Private Wealth Management provides integrated wealth management, investment advisory, investment management, investment counseling, trust,...
Administrative Assistant
Allen Private Wealth / HollisWealth - North York, ON
$50,000 a year
Seeking an experienced Administrative Assistant to manage office interaction with the public, scheduling, typing reports and other business communications....
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