Investment Advisor Assistant Jobs

Location: Richmond Hill, Ontario Schedule: 4 days in-office, 1 day remote Overview: We are seeking an experienced investment advisor assistant for our client in Richmond Hill. The successful candidate will primarily work in-office four days a week and remotely for one day. The role involves supporting our investment advisors in managing an established book of business. Preferred candidates will h...

Financial Planner Assistant Our company is growing rapidly and is hiring a Financial Planner Assistant. If you are looking for an exciting place to work, please look at the description below. This position is an advisor support position that provides technical support to a lead advisor. Responsibilities include data gathering and analysis, development of financial planning recommendations, implem...

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, cli...

Finance SpecialistWinnipeg, ManitobaThe Finance Specialist (FS) is a key role within the Finance Team at Abundance Canada. As a member of the Finance Team, the FS will be a proactive partner with the Accountant, Accounting Assistant, and Director of Finance to execute key financial and accounting functions at Abundance Canada. The FS will be the lead financial software subject matter expert, work...

Posting Closes: April 23, 2024 end of dayEmployment Status: Full-time (Monday - Saturday branch)Compensation: $52,121 - $72,869 per annum (commensurate with education and/or experience)We are currently looking for a full-time Financial Advisor at our Lacombe branch (compensation dependent on candidate's education and/or experience).Servus Credit Union is Alberta's largest member-owned credit unio...

Affinity Financial Strategies/GP Financial Services Licensed Sales Assistant or Associate Wealth Advisor Affinity Financial Strategies ( AFS ), in partnership with GP Financial Services, presently has an opening for a Licensed Sales Assistant or an Associate Wealth Advisor. AFS is a wealth management provider offering financial planning, investments and insurance and investments to a portfolio of...

Affinity Financial Strategies/GP Financial Services Licensed Sales Assistant or Associate Wealth Advisor Affinity Financial Strategies ( AFS ), in partnership with GP Financial Services, presently has an opening for a Licensed Sales Assistant or an Associate Wealth Advisor. AFS is a wealth management provider offering financial planning, investments and insurance and investments to a portfolio of...

Requisition ID: 191889 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Mobile Advice Team (MAT) is looking for a dynamic self-starter who embraces a team environment and shares our passion to helping each and every client realize their financial dreams! The Investment Specialist, Administrative Assistant is an excellent opportunity to be ...

Job SummaryJob DescriptionWhat is the opportunity?As an Assistant Branch Manager Advisor, your strong client-focused and sales-oriented approach, combined with your flexibility and adaptability, are essential for leading and coaching your team. Together, you deliver an exceptional client experience and maximize sales opportunities through an emphasis on sales enablement and coaching, digital educ...

Job Description What is the opportunity?As an Assistant Branch Manager Advisor, your strong client-focused and sales-oriented approach, combined with your flexibility and adaptability, are essential for leading and coaching your team. Together, you deliver an exceptional client experience and maximize sales opportunities through an emphasis on sales enablement and coaching, digital education and ...

Job Description The successful Candidate for this role will train at our Gull Lake SK RBC Branch and once training is complete MUST be mobile to travel to other locations within the Southern Saskatchewan MarketWhat will you do?Ensure high employee engagement through talent management, development & career planningDeliver results through strong sales management routines and coaching abilityProvide...

Ref ID: 05092-0012432143 Classification: Bank Supervisor/Manager Compensation: $62000.00 to $76000.00 yearly Did you know that our client, Servus Credit Union is Alberta's largest credit union and is ranked #1 in Canada on Forbes World s Best Banks list for 2022? They're embarking on a journey toward a bold new future for Servus Credit Union and in order to be the best, they need the best people ...

Job Summary As an Assistant Branch Manager Advisor, your strong client-focused and advice-oriented approach, combined with your flexibility and adaptability, are essential for leading and coaching your team. Together, you deliver an exceptional client experience and maximize opportunities through an emphasis on sales enablement and coaching, digital education and usage, and collaboration with RBC...

Ref ID: 05092-0012432136 Classification: Bank Supervisor/Manager Compensation: $62000.00 to $76000.00 yearly Did you know that our client, Servus Credit Union is Alberta's largest credit union and is ranked #1 in Canada on Forbes World s Best Banks list for 2022? They're embarking on a journey toward a bold new future for Servus Credit Union and in order to be the best, they need the best people ...

Finance SpecialistWinnipeg, ManitobaThe Finance Specialist (FS) is a key role within the Finance Team at Abundance Canada. As a member of the Finance Team, the FS will be a proactive partner with the Accountant, Accounting Assistant, and Director of Finance to execute key financial and accounting functions at Abundance Canada. The FS will be the lead financial software subject matter expert, work...

Ref ID: 05092-0012327624 Classification: Bank Supervisor/Manager Compensation: $69828.00 to $87285.00 yearly Did you know that our client, Servus Credit Union is Alberta's largest credit union and is ranked #1 in Canada on Forbes World s Best Banks list for 2022? They're embarking on a journey toward a bold new future for Servus Credit Union and in order to be the best, they need the best people ...

Branch Administrator / Sales AssistantLocation: This position will be located in our Burlington office.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Wellington-Altus Asset Management Inc., and Well...

Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience.About Us We specialize in financial planning for individuals, families, and business owners. Our team is friendly and compassionate, respectfu...

Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience.About Us We specialize in financial planning for individuals, families, and business owners. Our team is friendly and compassionate, respectfu...

Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience.About Us We specialize in financial planning for individuals, families, and business owners. Our team is friendly and compassionate, respectfu...

Job SummaryJob DescriptionJob DescriptionWhat is the opportunity?As an Assistant Branch Manager Advisor, your strong client-focused and advice-oriented approach, combined with your flexibility and adaptability, are essential for leading and coaching your team. Together, you deliver an exceptional client experience and maximize opportunities through an emphasis on sales enablement and coaching, di...

Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience.About Us We specialize in financial planning for individuals, families, and business owners. Our team is friendly and compassionate, respectfu...

Division: IG Client Experience Location: Montreal, Toronto or Winnipeg IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its a...

Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience.About Us We specialize in financial planning for individuals, families, and business owners. Our team is friendly and compassionate, respectfu...