Investment Advisor Assistant jobs

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Licensed Mutual Fund Assistant
Family Wealth Concepts Ltd. - Mississauga, ON
$45,000 a year
Licensed Mutual Fund Assistant*. _Under minimal supervision, you will be required to perform a full range of administrative-related duties supporting MFDA/LLQP...
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Regional Associate
Invesco - 89 reviews - Toronto, ON
The Regional Associate position will provide the opportunity to build a solid foundation of investment product and investment industry knowledge while...

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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Financial Planning Associate Calgary

Scotiabank - 910 reviews - Calgary, AB
Attend weekly meetings with ToEs and advisors to review client files members ; Incorporating the key personal investment and advisory activities within the...

Sales Assistant (1 Year Contract)

Raymond James - 220 reviews - Vancouver, BC
 Maintain Financial Advisor files; Is one of Canada’s leading independent investment. Is seeking a qualified licensed Sales Assistant to work in our downtown....

Branch Sales Assistant

Investment Planning Counsel - Georgetown, ON
Supporting the advisors, by drafting investment instructions, life insurance applications and other related documents;...
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PCG Administration Associate

Raymond James Ltd. - 220 reviews - Vancouver, BC
A solid understanding of the procedures and processes supporting Financial Advisor and Sales Assistant roles; Is one of Canada’s leading independent investment...
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Advisor's Assistance

Novella Wealth - Richmond, BC
$13 an hour - Part-time
Advisor’s Assistant Job Responsibilities:. Confirming case status with advisors. Enhance advisor’s effectiveness by developing client information, processing...
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Bilingual Internal Wholesaler - Montreal Office

iA Clarington Investments - 3 reviews - Montréal, QC
• Collaborate with the Territory Sales Assistant to determine priorities and tasks to be completed; The ability to make outbound proactive prospecting calls to...

Portfolio Administrator, Wealth Management

Executive Assistance & Worth Recruiting - Toronto, ON
$60,000 a year
Wealth management, investments, retail sales assistant, investment assistant,:. As a Portfolio Administrator, you will work with a team of administrative staff,...
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Financial Advisor — Sales Team

National Bank - 215 reviews - Quebec
What’s more, if you have experience working as a broker, assistant manager, sales assistant or banking advisor, your sales advisory skills will serve you well....

Fidelity SalesPath Associate

Fidelity Investments - 1,497 reviews - Toronto, ON
Working in the Advisor Service Centre and answering questions from investment professionals, their assistants and unitholders themselves you will have the...
Administrative Assistant (Financial)
AppleOne Employment Services - 965 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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Associate, RBC Dominion Securities
Investigate and resolve inquiries related to accounts and refer to the Investment Advisor where appropriate. The ideal candidate should have at least one year...
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Wealth Sales Representative
Assist investment advisors and insurance specialists with Sun Life solutions, business building practices and competitor analysis;...
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