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assistant to investment advisor jobs in Canada

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Haywood Securities - Vancouver, BC
… successful in this role, the candidate must be able to demonstrate a … Haywood is currently seeking an Investment Advisor Assistant to join a Financial …
Finning International Inc. - Vancouver, BC
… ensure DB plan investment strategy aligned with objectives, manage relationships with investment … projects to manage FX and cash management as well as cash flow …
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SSQ Assurance - Toronto, ON
… five (5) years of experience as an executive assistant or administrative assistant … Provide logistical support to the Communication team for events in Toronto or …
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Martin Frenette (Gestion de patrimoine Assante) - Dorval, QC
You will have as main responsibilities to provide administrative support for advisors … Apply to join our team in a professional work environment for a …
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Echelon Wealth Partners - Toronto, ON
… environment, keeping the investment advisor informed, responding to business needs and providing … 2 + years of experience within a sales and or brokerage industry …
Benewealth Strategies Inc - Kelowna, BC
Supporting 3 advisors, you are well-versed in investment terminology and confident … You have a base knowledge of the various investment products such as …
9 days ago - More
Manulife Securities Incorporated - Pointe-Claire, QC
contacting clients (phone or in person at the office) to give light … optional) leads that i will provide relating to life insurance (may generate …
HollisWealth, a division of Industrial Alliance Securities Inc. - Scarborough, ON
Acting as a main point of contact for the Advisor for any … Ensuring timely completion of client applications and updates, as well as other …
PI Financial Corp - Vancouver, BC
We are seeking a licensed Investment Advisor (IA) Assistant in our Vancouver … Drawing from your experience and/or education in the financial services industry …
Canaccord Genuity Corp. - Toronto, ON
… institutional and corporate clients through comprehensive investment solutions, brokerage services and investment …
8 days ago - More
Martin Frenette (Gestion de patrimoine Assante) - Dorval, QC
You will have as main responsibilities to provide administrative support for advisors … Apply to join our team in a professional work environment for a …
CIBC - Laval, QC
… to support business development activities and assist in the building of investment … to work at the location(s) specified above and, where applicable, must …
11 days ago - More
Raymond James Ltd. - Burlington, ON
is Canada’s leading independent investment dealers offering high quality investment products and … the candidate will be required to draw on at least two years …
10 days ago - More
Desjardins - Montréal, QC
The incumbent will support an investment advisor or a team of advisors … on behalf of clients in accordance with instructions from the investment advisor …
Raymond James - Burlington, ON
candidate must have a meticulous attention to detail, possess a positive attitude … on at least two years previous experience as a team member within …
10 days ago - More
CI Investments Inc - Toronto, ON
Three (3) to seven (7) years’ experience as a legal assistant or … and Accounting, as well as outside legal counsel and other external advisors …
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Financial (Insurance and Investment) Firm - Richmond, BC
… the client base and then schedule client appointments for the principal advisor … Firm, well established in Vancouver, Toronto and Calgary, Edmonton, is seeking a …
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Sheppard Financial Services Inc. - Toronto, ON
Ability to deal with stress in an ever-changing investment market and … projects and initiatives and by working side-by-side with our advisors …
Sponsored - 6 days ago - More
Scotiabank - Vancouver, BC
… a full spectrum of investment products and services through 750 advisors to … The investment associate will review and/or escalate to an advisor any …
Raymond James Ltd. - Abbotsford, BC
… of Canada’s leading full-service independent investment dealers, offering high quality investment … is seeking a full-time sales assistant to work in our Garden …
Desjardins - Brossard, QC
… assistant advisor, you will actively participate in the activities of an investment … On behalf of clients, trade stocks, bonds, mutual funds and other investment …
10 days ago - More
Raymond James Ltd. - Toronto, ON
is Canada’s leading independent investment dealer offering high quality investment products and … is to support a team of financial advisors and the Branch Manager …
Manulife Securities - Oakville, ON
Have a minimum of 1 year of experience working with an IIROC … Able to work 25-30 hours a week from Oakville office, potential …
Manulife Securities Incorporated - Oakville, ON
… industry experience who is looking to work with an established advisor and … a very good understanding or product types (ETF, Funds, Securities, etc), must …
Manulife Securities Incorporated - Pointe-Claire, QC
You'll need good note taking ability/memory as the advisor will ask … You'll also need basic investment knowledge for this part (nothing to get …
3 days ago - More
Richardson GMP - North York, ON
Research new investment themes and determine viability in context of set investment … The ideal applicant will be an active team participant in an expanding …
9 days ago - More
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