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Financial and Insurance Advisor Assistant, Client Relation
Clarity MD Services - Mississauga, ON
We are seeking a financial advisor assistant to work with an independent financial advisor with a rapidly growing practice that provides financial, investment...
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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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Financial Client Service Administrator
Elby Professional Recruitment - Mississauga, ON
Process/execute investment and insurance transactions and paper work. Maintain and update Client Service Schedules and calendar management for advisor....

Licensed Investment Advisor Assistant

Cornwall Wealth Management - Oakville, ON
As a Licensed Assistant reporting to a Senior Financial Advisor, you will use your strong people skills, attention to detail, knowledge of the financial...
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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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Financial Advisor Assistant

Optimize Wealth Management - Toronto, ON
$40,000 a year
The role of a Financial Advisor Assistant requires a very strong sales/service ability and familiarity with investments....
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Business Development Associate - Wealth Management

Canaccord Genuity Corp. - Vancouver, BC
Proven administrative or assistant experience; We achieve this by generating value for our individual, institutional and corporate clients through comprehensive...
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Service Assistant

Raymond James Ltd. - 228 reviews - Waterloo, ON
Maintain Financial Advisor files; Is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians...
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Investment Associate

National Bank - 226 reviews - Fredericton, NB
Investment Assistants are the right hand men and women to our Investment Advisors and assist them in their day-to-day tasks....

Financial Advisor Assistant - Temp to Perm

David Aplin Group - 14 reviews - Edmonton, AB
Full-time, Temporary, Permanent
Financial Advisor Assistant. As the Financial Advisor Assistant, you will act as the face of the organization and you will provide administrative support to the...

Assistant to Financial Advisor

Trilliant Wealth Management Ltd. - Richmond, BC
$12 - $15 an hour
We are looking to hire an administrative and marketing assistant with background in financial industry. Trilliant Wealth Management offers insurance, investment...
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Licensed Investment Assistant

McNeill Nakamoto - Vancouver, BC
Licensed Investment Assistant. Provide administrative and investment support to the Investment Advisor to achieve business goals and maintain strong client...
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Administrative Assistant

CIBC - 1,228 reviews - Burlington, ON  +3 locations
Provides integrated wealth management, investment advisory, investment management, investment counseling, trust, fiduciary, related asset management services,...
Investigate and resolve inquiries related to accounts and refer to the Investment Advisor where appropriate. You will support a team of Investment Advisor's by...
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Assistant Branch Manager/Advisor - Elmsdale, NS
RBC - 466 reviews - Elmsdale, NS
Minimum of 2-3 years’ experience in a relationship management role within the financial industry (e.g., Banking Advisor, Financial Advisor)....
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