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INTERNAL WHOLESALER
Adecco - 3.87,851 reviews - Vancouver, BC
$50,000 a year
Adecco Professionals has partnered with a well-respected Investment Firm that is looking for a Internal Wholesaler to work in their Vancouver office....
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Administrative Assistant (Financial)
AppleOne Employment Services - 3.8952 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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PCG Administration Association

Raymond James - 3.9219 reviews - Vancouver, BC
Sales Assistant roles; Is one of Canada’s leading independent investment dealers. Transition of new Financial Advisors (FA) joining existing RJ Corporate and....

Licensed Investment Assistant

Acuity HR Solutions - Winnipeg, MB
Our client, a leading wealth management firm, is seeking an experienced *Licensed Investment Assistant*....
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Financial Planning Associate Calgary

Scotiabank - 4.1832 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...

Executive Assistant to the VP Regional Operations and Exectu...

Nature Conservancy of Canada - 4.451 reviews - Toronto, ON
And Canadian bank accounts and Investment account; Provides executive administrative support to the President’s office (CEO/Executive Assistant/Board Secretary...

Senior Licensed Sales Assistant

Blue Chip Recruiting Ltd. - Calgary, AB
$45,000 a year
A unique opportunity has opened up for a Senior Licensed Sales Assistant , working with a Senior Advisor in a Bank Owned firm....
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Property Management Assistant

Triovest Realty Advisors Inc. - Vancouver, BC
As a fully integrated commercial real estate advisory company, we provide investment management services for income properties of $7.6 billion and 36 million...
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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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Financial Planner

Raymond James Ltd. - 3.9219 reviews - Burnaby, BC
Permanent
Provide ongoing financial planning software support and training to Financial Advisors and their assistants (NaviPlan, FP Solutions, the Razor, PlanPlus, Ativa)...
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Client Relationship Associate

Richter - 3.37 reviews - Montréal, QC
Full-time, Permanent
Ensure the follow-up of investment recommendations. Assess suitability and recommend investment managers within each asset class....

Administrative Assistant - RBC Dominion Securities

RBC - 4.0392 reviews - Edmonton, AB  +1 location
Investigate and resolve inquiries related to accounts and escalate to the Investment Advisor, Branch Management where appropriate....
Investment Advisor Assistant, Wood Gundy
CIBC - 4.01,164 reviews - Kamloops, BC
The Client Associate or Administrative Associate is accountable to assist Investment Advisor(s) and their team(s) in managing existing investment portfolios and...
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Processing Manager
The Expatriate Group - Calgary, AB
$60,000 a year
Mutual Fund Licensed Assistant and New Client Advisor. Tom Boleantu our Senior Wealth Advisor has been leading the organization and is on Chairman’s Council -...
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Financial Advisor Assistant
The Mason Group Inc - Toronto, ON
Investment industry knowledge and experience. Are you currently working for a Financial Advisor and would like a new career challenge?...
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