Investment Advisor Assistant jobs

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Investment Advisor Assistant, Wood Gundy
CIBC - 1,163 reviews - Kamloops, BC
The Client Associate or Administrative Associate is accountable to assist Investment Advisor(s) and their team(s) in managing existing investment portfolios and...
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Assistant Manager, Creative Services
Scotiabank - 830 reviews - Toronto, ON
Co-ordinate special events such as advisor road shows, as required. Incorporating the key personal investment and advisory activities within the Scotiabank,...

Private Client Administrative Assistant

CI Investments Inc - Toronto, ON
Private Client Administrative Assistant. Liaise and maintain strong relationships with internal departments (PC admin, Investment Policy (IP) Group, PC trading...

Adminstration Assistant

P & K Financial Inc. - Toronto, ON
Administrative/ Marketing Assistant for Financial Advisor*. Working with Financial Advisor or Fund Company:....
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RBC - 391 reviews - Vernon, BC  +1 location
Investigate and resolve inquiries related to accounts and refer to the Investment Advisor where appropriate. You will support a successful Investment Advisor's...

Advisory Services Assistant

Interior Savings Credit Union - Kamloops, BC
Act as a technical liaison to the advisors for software and resource tools and perform various other duties as assigned....
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Client Assistant

MD Financial Management Ltd - Montréal, QC
Working knowledge of RRSPs, RRIFs, RESPs, mutual funds and other investment products; As an experienced Client Assistant, your ability and desire to respond...
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Operations Assistant

GWL Realty Advisors - 8 reviews - Ottawa, ON
GWL Realty Advisors is a leading Canadian real estate investment advisor providing comprehensive asset management, property management, development, portfolio...

Administrative Assistant/Receptionist

London Life - 29 reviews - Vancouver, BC
Redirecting inquiries from plan administrators and advisors. Maintaining database of client, advisor and office contact information....

Administrative Assistant

Manulife Securities Incorporated - 2 reviews - Dorval, QC
As an executive assistant to a senior investment advisor, you will be required to:. Manage the daily tasks associated with client files....
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Transition Specialist (Mobile Branch Assistant)

Raymond James - 218 reviews - Vancouver, BC
Sales Assistant roles; Advisors joining the firm. The ongoing support of new Advisors; Is seeking a Transition Specialist/Mobile Branch Assistant to support...

Administrative Assistant/Accounting Assisstant

Tradeworks Consulting Services Inc - Mississauga, ON
Customer service oriented Receptionist/Admin Assistant to join their team. The Admin/Accounting Assistant will be responsible for acting as the first point of...
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Financial Advisor Assistant
The Mason Group Inc - Toronto, ON
Investment industry knowledge and experience. Are you currently working for a Financial Advisor and would like a new career challenge?...
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Administrative Assistant (Financial)
AppleOne Employment Services - 950 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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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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Company with Investment Advisor Assistant jobs
Scotiabank is the first Canadian company to be named to the “World’s Best Multinational Workplaces” list in 2014 by the Great Place to Work®