Investment Advisor Assistant jobs

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Advisory Team Coordinator

MD Physician Services - Vancouver, BC
Completion of Life License and subsequent regulatory requirements (an asset, not a requirement). Coordinating activities between FCs and the specialists:....
30+ days ago - save job - block - more...

Administrative Assistant

Raymond James 124 reviews - Swift Current, SK
clients.  Handle incoming and outgoing phone calls with clients;.  Process account documentation and liaise with Raymond James back office;....
30+ days ago - save job - block - more...

IT Administration Assistant (#14-073)

Raymond James Ltd 124 reviews - Vancouver, BC
Experience in the financial services, brokerage or retail industry is an asset;. Raymond James Ltd. is seeking an IT Administration Assistant to work in our...
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3 days ago - save job - block - more...

Investment Advisor's Sales Assistant

ProTemps Canada - Edmonton, AB
Strong knowledge of administrative process and procedures. Knowledge of proprietary products and services, and fund company offerings....
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21 days ago - save job - block - more...

Sales Assistant

Quantum Group - Montréal, QC
Ensure maintenance of customer service quality by answering calls from customers and providing them with the information needed to solve problems....
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21 days ago - save job - block - more...

Investment Advisor Assistant

Poly Services Group - Mississauga, ON
Preference given to experience assisting a financial planner. Schedule and confirm all appointments for the advisor....
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20 days ago - save job - block - more...

Intermediate Operations Administrator

Canaccord Financial - Vancouver, BC
2-3 years of banking/accounting, and broker dealer experience, specifically Operations or Trade Reconciliation related;....
6 days ago - save job - block - more...

Financial Planning Assistant

Impact Recruitment - Vancouver, BC
An ideal role for experienced candidates who possess insurance knowledge with a financial designation or working toward one....
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30+ days ago - save job - block - more...

Administrative Assistant

Scotiabank 354 reviews - Waterloo, ON
Strong analytical and problem solving skills in combination with the ability to perform duties under minimal supervision;....
11 days ago - save job - block - more...

Administration Assistant

Scotiabank 354 reviews - Milton, ON
Successful completion of CSC course would be an asset, but not essential. A collaborative style that thrives in a team environment....
11 days ago - save job - block - more...
Administrative Assistant / Receptionist (Banking Exp)
Teamrecruiter.com Inc. - Ontario
for Administrative Assistant / Receptionist (Banking... Summary : Receptionist duties, and helping Investment Advisors with paperwork for new accounts and...
Sponsored by Jobomas - 2 days ago
Investment Associate, Bilingual Spanish/English
Scotiabank 354 reviews - Toronto, ON
Investment Associates, ScotiaMcLeod International Branch (English/Spanish) We are seeking two Investment... the Advisor. * Working with the Advisor to develop...
Sponsored by Scotiabank - 21 days ago

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