Investment Advisor Assistant jobs

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Financial Planning Assistant / Receptionist
Ryan Lamontagne Inc. - Ottawa West, ON
$37,500 - $42,500 a year
Financial Planning Assistant / Receptionist*. We provide a comprehensive range of financial services including financial planning, investment counseling, tax,...
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Administrative Assistant
Financial Confidence Advisors Inc. - Vancouver, BC
$35,000 - $40,000 a year
Gather information on investment types, market returns, investment progress, and investment fund choices. Generate Winfund investment statements....
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Financial Advisor's Assistant

McNeill Nakamoto Recruitment Group Inc - Vancouver, BC
Ensure all company records and relevant investment files are accurately organized. Our client is a reputable financial education institution that is searching...
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Private Client Administrative Assistant

CI Investments Inc - Toronto, ON
Administrative Assistant LOCATION:. We are currently seeking an Administrative Assistant to join our Assante Private Client team....

ScotiaMcLeod Branch Operations Assistant

Scotiabank - 2,119 reviews - Montréal, QC  +1 location
ScotiaMcLeod offers full-service advice and a full spectrum of investment products and services through 750 advisors to over 150,000 households across Canada....

Financial Advisor Assistant

IP Strategies - Ottawa, ON
As a Financial Advisor Assistant, you will be responsible for the following:. Maintaining Financial Advisor files....
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Agency Assistant

PPI Solutions Inc. - Vancouver, BC  +1 location
Provide policy listings when requested by Advisors. Ensure the Investments Team is apprised of all buy/sell completions....
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Administrative Assistant, RBC Dominion Securities

RBC - 1,536 reviews - Richmond, BC
As an Administrative Assistant for RBC Dominion Securities you will play an important role in supporting a high energy and successful team of Investment...

Licensed Sales Assistant

BMO Financial Group - 575 reviews - Ottawa, ON  +5 locations
Supporting the branch and Investment Advisor (IA) teams in achieving the. Current registration as an Investment Representative (IR)....

Investment Sales Assistant

Fraser Financial Group - Vernon, BC
The *Investment Sales Assistant*. Major accountabilities will include transaction processing, client servicing, administrative support to the Investment Advisor...
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Regional Administrative Assistant

MD Financial Management Inc. - Toronto, ON
MD Financial Management’s Advisors work on salary, not commission - without incentives to sell any particular product, our Advisors provide objective advice...

Investment Advisor Assistant (Licensed), Wealth Management

Canaccord Genuity Corp - Vancouver, BC
Our Canadian Wealth Management division is currently looking for a professional, dynamic, and enthusiastic Investment Advisor Assistant, to join a successful...
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Administrative Assistant
Global Pacific Financial Services Ltd. - Surrey, BC
$16.50 an hour
Financial Advisors, Sales Assistants, co‐workers and senior management; Administrative knowledge of two or more product lines (Life, Living Benefits,...
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Administrative Assistant - Licensed
Sophia Financial Group - Vancouver, BC
We are looking for a Securities Licensed Administrative Assistant to support two Financial Advisors. Minimum two years investment industry experience....
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Financial Advisor Assistant
Carto Investment and Insurance Solutions Inc. - Nanaimo, BC
Plan and prepare marketing materials and events with the financial advisor. The candidate and the financial advisor work together as a team to create new...
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