Investment Advisor Assistant jobs

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Personal & Administrative Assistant
JR Financial - Vancouver, BC
Personal & Administrative Assistant*. Our advisors specialize in corporate tax planning and high net worth personal estate planning, but offer a holistic...
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ScotiaMcLeod Administrative Support Assistant
Scotiabank - 1,396 reviews - Saint John, NB
ScotiaMcLeod offers full-service advice and a full spectrum of investment products and services through 750 advisors to over 150,000 households across Canada....
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Financial Advisor Assistant - Temp to Perm
David Aplin Group, one of Canada's Best Managed Companies, has partnered with our client, an established Investment Firm, as they are looking to hire a...
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Executive Assistant to a Senior Investment Advisor

Caldwell Securities - Oakville, ON
Work closely with a Senior Investment Advisor in the Oakville branch of a wealth management firm with head office in Toronto....
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Financial Advisor National Branch

Scotiabank - 1,396 reviews - Toronto, ON
Refer Accounts with $50K of assets or higher to the Senior Investment Advisors. Minimum 3 to 5 years’ experience as a licensed Assistant, Associate or Financial...

Cash Entitlements Administrator (4-Month Contract), Corporat...

Canaccord Genuity Corp. - Vancouver, BC
Effective and polite communication with Investment Advisors and their Assistants, Transfer Agents, Issuers, Financial Institutions and Depositories....
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Wealth Management Assistant

Worth Financial - Toronto, ON
As a member of the Toronto client servicing, administration, and marketing group, you will work with the Client Relationship team that deals with a group of...

Assistant administratif, soutien au marketing

London Life - 38 reviews - Montréal, QC
Administrative Assistant, Marketing Support. We are currently looking for two administrative assistants who will report to the Regional Operations Manager at...

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...

Advisor Support - Administration

Nicola Wealth Management - 4 reviews - Vancouver, BC
Minimum of 3-5 years of industry experience, preferably in an advisor assistant role within a financial planning firm with high degree of client contact and...
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Mutual Funds Assistant

excelHR - Ottawa, ON
$40,000 - $52,000 a year
Completion of Canadian Investment Funds Course. Support the advisor in the review of prospective client documentation....

Associate

RBC - 1,262 reviews - Victoria, BC  +2 locations
Investigate and resolve inquiries related to accounts and refer to the Investment Advisor where appropriate. You will be a member of a 3 person team, supporting...

ScotiaMcLeod Administrative Associate

Scotiabank - 1,396 reviews - Victoria, BC
Investment Representative Training (IRT). ScotiaMcLeod offers full-service advice and a full spectrum of investment products and services through 750 advisors...
Executive & Personal Assistant
Leading Advisor, Inc. - Vancouver, BC
Leading Advisor, Inc. Investment paperwork processing, inventory tracking, co-ordination of projects. As you continue to read this Executive & Personal...
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Financial Advisor Assistant
The Milley Team - Oakville, ON
Investment Advisor Assistant (licensed)*. An Investment Advisor Assistant will:. This is a new position which will allow the successful candidate the...
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