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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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ScotiaMcLeod Branch Operations Assistant
Scotiabank - 976 reviews - Calgary, AB
ScotiaMcLeod offers full-service advice and a full spectrum of investment products and services through 750 advisors to over 150,000 households across Canada....
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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Associate, RBC Dominion Securities

RBC - 470 reviews - Toronto, ON
Investigate and resolve inquiries and complaints related to accounts and refer to the Investment Advisor where appropriate....

Senior Client Service Assistant

Great West Life - 116 reviews - Toronto, ON
Reviewing amended contract pages for accuracy and forwarding them to clients or advisors for final approval....

Investment Associate

Banque Nationale du Canada - 229 reviews - Winnipeg, MB
Investment Assistants are the right hand men and women to our Investment Advisors and assist them in their day-to-day tasks....


Recruiting in Motion - Vancouver, BC
Must have at least 1 year experience working in Canada as an Investment Assistant. A leader in the investment industry and one of Canada's best managed...
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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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Assistant to Financial Planner

McNeill Nakamoto Recruitment Group Inc - Vancouver, BC
Previous experience working in financial planning administration or as Assistant to an Advisor is preferred. Provide support to advisor;...
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Administrative Assistant

Suk Hong Financial Management Inc. - Brossard, QC
Coordinating the advisors schedule. The Administrative Assistant is an integral part of our business, as the company is run by one financial advisor working day...
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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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Administrative Assistant

Fidelity Investments - 1,605 reviews - Toronto, ON
Environics Advisor Perception Study 2015. Provide coverage to other administrative assistants. The Purpose of Your Role....

Senior Financial Advisor Assistant (Licensed)

Raymond James - 234 reviews - Toronto, ON
Is seeking a Senior Financial Advisor Assistant to work with two of our. Drawing on previous experience as a Financial Advisor Assistant and/or upon a degree...
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...
Administrative Assistant - Financial - NY196
AppleOne inc - 7 reviews - North York, ON
$50,000 a year
Supporting an Investment Advisor with administrative duties. 1-2 years administrative assistant experience within the financial or wealth management industry....
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