Investment Advisor Assistant jobs

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Financial Advisor Associate
Skye Wealth Planning - Winnipeg, MB
Financial Advisor Associate Position. Minimum of 5 years administrative (or executive assistant) experience in a financial services environment specifically...
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Administrative Assistant
Imperial Wealth Management - Oakville, ON
$38,000 - $45,000 a year
Manage Database of existing clients for advisors. Compose letters and memos on behalf of advisors. Uncover support needs of investment specialists and oversee...
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Investment Advisor Assistant (Licensed)

Canaccord Genuity Corp. - Toronto, ON   +2 locations
Investment Advisor Assistant (Licensed), Wealth Management – Toronto– Job # 5155. Assist Investment Advisors with processing and confirming client transactions;...

Advisor services representative and trading officer

Groupe financier PEAK - Montréal, QC
Establish a relationship of trust with the advisors and assistants through personalized service; Will be a member of the Advisor Services and Operations team....
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Office Assistant

Raymond James - 362 reviews - Vancouver, BC
Is Canada’s leading independent investment dealers offering high quality investment services to Canadians seeking customized solutions to their wealth...

Adminstrative Assistant

RBC - 2,144 reviews - Coquitlam, BC
You will play an important role by providing support to our successful Investment Advisors and help grow their business by providing exceptional client service....

Administrative Assistant

MGM Wealth - Dartmouth, NS
$30,000 a year
Prepare reports upon request from the advisor or client. Process new insurance and investment applications (and provide quality assurance)....
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Regional Administrative Assistant

MD Financial Management Inc. - 8 reviews - Montréal, QC   +4 locations
MD Financial Management’s Advisors work on salary, not commission - without incentives to sell any particular product, our Advisors provide objective advice...

Financial Advisor - Fleetwood

Prospera Credit Union - 11 reviews - Surrey, BC
The Financial Advisor excels at building and nurturing long lasting trusted advisor relationships with members and delivers a best-in-class experience....

Associate

RBC - 2,144 reviews - Toronto, ON   +9 locations
Investigate and resolve inquiries and complaints related to accounts and refer to the Investment Advisor where appropriate....

Investment Associate

Banque Nationale du Canada - 349 reviews - Brossard, QC   +2 locations
Investments Assistants are the right hand men and women to our Investment Advisors and assist them in their day-to-day tasks....

Administrative Assistant

RBC - 2,144 reviews - Toronto, ON   +7 locations
You will be supporting the business of an Investment Advisor by providing clients with exceptional service in an efficient and professional manner....
Licensed Financial Services Administrative Assistant
Processing and verifying investment trades, preparing investment files, completing investment, mutual fund and insurance paperwork;...
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Investment Fund Advisor
Wever Financial - Russell, ON
$60,000 - $65,000 a year
Work with Administrative Assistants in completion of files as required. Deliver personalized investment & Insurance solutions to help clients work toward their...
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Investment Advisor Assistant
RBC - 2,144 reviews - Vancouver, BC
RBC Dominion Securities located in downtown Vancouver on Thurlow is looking to hire an Investment Advisor Assistant to join their team....