Job Type
Date Posted
Distance

Investment Advisor Assistant Jobs

23 Jobs

  • PWL Capital Inc. – Montreal
    6 days ago 6 d
    Employment Offer: InvestmentAdvisor, Portfolio Manager Assistant Location: Montreal Advisor Team: Layton-Guay Type:… POSITION SUMMARY This role is ideal for a driven InvestmentAdvisor with 3-5 years' experience in the financial services industry…
  • PPI – Winnipeg
    30+ days ago 30d+
    for Policy Service/InvestmentsAssistant to join our Winnipeg team. Policy Service/InvestmentsAssistant The primary focus… focus of the Policy Service/InvestmentsAssistant is to facilitate the processing of segregated funds and to support the servicing…
  • 3.4
    Echelon Wealth Partners – Calgary
    Easy Apply
    13 days ago 13 d
    JOB TITLE: InvestmentAdvisorAssistant/Investment Services Assistant INDUSTRY: Financial Services LOCATION: Calgary, Alberta… regulated financial services industry as Admin/Sales Assistant to InvestmentAdvisors is strongly preferred At least 3 years of Sales…
  • Canaccord Genuity Group – Calgary
    27 days ago 27 d
    InvestmentAdvisorAssistant (Licensed), Wealth Management – Calgary – Job # 4085 Summary Through its principal subsidiaries… group of Advisors in establishing and maintaining strong client relationships. Responsibilities Assist Investment Advisors…
  • Staffix – Burlington
    27 days ago 27 d
    Planning practice is currently looking for a licensed InvestmentAdvisorAssistant. This is an excellent opportunity for a highly motivated… services.RESPONSIBILITIES: Provide assistance to the financial advisors in preparation for and execution of client meetings Solidify…
  • PEAK Securities – Montreal
    14 days ago 14 d
    Position Summary This role is ideal for a driven InvestmentAdvisor with 3-5 years experience in the financial services industry… requests and inquiries. Candidates will support the senior InvestmentAdvisor with managing client relationships, but usually not expected…
  • Staffix – Oakville
    27 days ago 27 d
    Manager to provide industry leading customer service to the investment clients and others in the office.Responsibilities: Receptionist…
  • New Initiatives HR – Whitby
    Easy Apply
    14 days ago 14 d
    We are looking for an experienced InvestmentAdvisorAssistant to join the dynamic team at HollisWealth at their Whitby, Ontario… requests; Foster and support client relationships; Maintain advisor files and other general office duties as required; Assist…
  • Investment Planning Counsel – Mississauga
    21 days ago 21 d
    above questions, Investment Planning Counsel has the right opportunity for you. Join us as a Financial Advisor Assistantin our… location in Mississauga. Working directly with a Financial Advisor, you will have the opportunity to provide high quality and…
  • Joseph Hogan – Toronto
    24 days ago 24 d
    organizational skills with a strong attention to detail. Back up Assistant and Financial Planner with some tax experience. Job Type…
  • 3.4
    Scotiabank – Montreal
    Today 13 hr
    full-service advice and a full spectrum of investment products and services through 750 advisors to over 150,000 households across Canada… on the strong team we have developed to support the Wealth Advisors. In addition to traditional administrative support, we also…
  • Raymond James Ltd. – Waterloo
    30+ days ago 30d+
    Financial AdvisorAssistant to work in our Waterloo Branch. Raymond James Ltd. is Canadas leading independent investment dealer… and manage documentation requirements; Maintain Financial Advisor files; Assist with Social Media and website maintenance;…
  • Sarkissian Financial Group – Dollard-Des Ormeaux
    30+ days ago 30d+
    Job Description We are seeking a Financial Advisor Assistantto join our team! Responsibilities: Completing applications… applications and forms for new business (Insurance and investments) Assess clients' assets, liabilities and overall financial conditions…
  • Noble Wealth Financial – Waterloo
    16 days ago 16 d
    national network of financial advisors specializing in life and health insurance and investments. Together with its counterpart… Responsibilities Providing administrative support to the advisors and its clientele in a professional manner Client interaction…
  • Mackie Research Capital Corporation – Vancouver
    30+ days ago 30d+
    Job Summary We are seeking a skilled InvestmentAdvisor (IA) Assistant in our Vancouver office. Drawing on your background… clients on active inquiries Communicate effectively with the advisors you support Manage incoming/outbound client phone calls Ensure…
  • Raymond James Ltd. – Vancouver
    6 days ago 6 d
    Raymond James Ltd. is seeking a Senior Financial AdvisorAssistant to work in our downtown Vancouver branch. Raymond James… James Ltd. is Canadas leading independent investment dealers offering high quality investment products and services to Canadians seeking…
  • Raymond James Ltd. – Toronto
    16 days ago 16 d
    The primary role of the Licensed Assistant/Associate is to support a team of financial advisors and the Branch Manager (BM) to ensure… licensed Assistant/Associate to work in our Toronto office. Raymond James Ltd. is Canadas leading independent investment dealers…
  • 3.4
    Scotiabank – Toronto
    6 days ago 6 d
    Wealth Management, The Mortgage Sales Force, Small Business Advisors etc. Strong PC and tablet skills are essential Thorough knowledge… to our customers (eg. Support with Customer Transactions, Investments, Fulfillment; National Collections Centre, Central Mortgage…
  • 3.4
    Scotiabank – Dartmouth
    9 days ago 9 d
    Wealth Management, The Mortgage Sales Force, Small Business Advisors etc. Strong PC and tablet skills are essential Thorough… to our customers (eg. Support with Customer Transactions, Investments, Fulfillment; National Collections Centre, Central Mortgage…
  • Fountain Tire – Virden
    17 days ago 17 d
    mechanical and agriculture professional with experience in a Service Advisor or Service Manager type role Driven to succeed with no inhibitions… Professional to join Fountain Tire Virden (15 Goodridge Road) as an Assistant Store Manager. This position is part of a succession plan…
  • Raymond James Ltd. – North York
    30+ days ago 30d+
    Manager Assistant to work in our North York office. Raymond James Ltd. is one of Canadas leading independent investment dealers… previous experience as a Senior Administrative Assistant/Senior Wealth Manager Assistant in a financial services firm, the candidate…
  • Raymond James Ltd. – Victoria
    8 days ago 8 d
    asset; Must be already licensed or willing to complete InvestmentAdvisor (IA) License, while working full-time (See Canadian Securities… FINANCIAL ADVISORASSISTANT IFS VICTORIA, BC SCOTT Job Posting # 19-006 Raymond James Independent Financial Services…
  • Insurance Brokers Association – Langley
    17 days ago 17 d
    We are seeking a Senior Insurance Advisor to join our team. The Senior Insurance Advisor identifies the insurance needs of… employees and sign off contracts and policies for Level 1 licensed Advisors. Here’s what would be included as a part of your typical…
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