Investment Advisor Assistant jobs

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Financial Advisor’s Assistant
Neamtan & Associates - North York, ON
Prepare client investment summaries and agendas. Completion of investment, tax or financial planning courses. Prepare KYC and other investment applications and...
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Financial and Insurance Advisor Assistant, Client Relation
Clarity MD Services - Toronto, ON
$20 an hour
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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Client Service Associate (Assistant to an Investment Advisor...
TD Bank - 2,075 reviews - Owen Sound, ON
The Client Service Associate will support Investment Advisors with all administrative tasks related to marketing, client service and relationship management....

Administrative Assistant

Freedman Kruss & Associates - Markham, ON
Data capture and processing of investment trades. Support the Financial Advisor in preparing client reviews and presentations....
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ScotiaMcLeod Assistant Branch Admin\Branch Operations Assist

Scotiabank - 953 reviews - Mississauga, ON
Investment Representative Training (IRT). ScotiaMcLeod offers full-service advice and a full spectrum of investment products and services through 750 advisors...

Administrative Assistant, Estate & Insurance

BMO Financial Group - 459 reviews - Toronto, ON
Provide a full range of administrative duties to support the achievement of disability and insurance sales by the Estate & Insurance Advisor (Financial Security...

Regional Associate

Invesco - 90 reviews - Montréal, QC  +1 location
Representing multiple investment disciplines and applying a needs-based sales approach, this team deploys financial and business solutions across the financial...

Investment Assistant

Staffix Professional Staffing - Toronto, ON
$50,000 a year
The Advisor Assistant will help maintain and enhance client relationships; Top producing branch in downtown Toronto is currently looking for an Advisor...
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Financial Planning Associate Calgary

Scotiabank - 953 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...

Investment Sales and Administrative Assistant

HOLLISWEALTH - 7 reviews - Oakville, ON
Top HollisWealth Advisor looking for a Sales & Administrative Assistant to compliment a strong team of investment professionals....
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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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Licensed Associate

RBC - 462 reviews - Pointe-Claire, QC
Passion for investments. Assist our valued clients by following up on client orders as directed by our Investment Advisor....

Administrative Assistant (1 year contract)

CIBC - 1,224 reviews - Vancouver, BC
Provides integrated wealth management, investment advisory, investment management, investment counseling, trust, fiduciary, related asset management services,...
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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Regional Associate
Invesco - 90 reviews - Vancouver, BC
Representing multiple investment disciplines and applying a needs-based sales approach, this team deploys financial and business solutions across the financial...
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