Investment Assistant Jobs

Job Description Altis Recruitment is seeking a Financial Advisor Assistant to join our client in the Investments industry. The ideal candidate will excel in providing comprehensive administrative support to our lead advisor, ensuring seamless communication, efficient office management, and compliance with industry regulations. Roles and Responsibilities Assist the lead advisor as their Assistant ...

My Downtown client within the financial services and private investment industry is looking for an ambitious, highly organized and professional Executive & Personal Assistant to join their team. This will support the a senior executive and provide some support to the operations team. This roles offers a hybrid work environment with the option to work from home and in office. Some of the key respo...

Wealth Sales Assistant Position Summary The incumbent will be an employee of Credential Financial Strategies and will report to the on-site Sr. Wealth Consultants. This position is responsible for working closely with the Credential Securities Inc. Wealth Consultants/Senior Investment Advisors and WFCU Credit Union members in Windsor, Essex (and surrounding area) to create sales opportunities and...

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: 196641 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Global Banking and Markets Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clie...

Posting Closes: April 23, 2024, 4:00pm MST Employment Status: Full-time, temporary (12-18 months) Compensation: $52,121 - $72,869 per annum Servus is growing! We are currently looking for a full-time Financial Advisor at our Southview Medicine Hat Branch . Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members fe...

Company DescriptionCI Assante Wealth Management is one of the largest wealth management firms in Canada, overseeing over $46 billion of wealth for Canadian families and business owners. Assante, a subsidiary of CI Financial Corp, supports 900 professional advisors. As an industry leader, we are committed to providing exceptional financial planning and investment management services to our clients...

Location Address: 70 University Ave (Hybrid 2/3 Days in Office) Contract Duration: Until Sept 30th, Story Behind the Need Business group: The Bank's Fund Accounting team oversees the maintenance of financial records regarding investment funds. Working to ensure accounting records are kept for the investor/portfolio activities. Responsibilities: Prepare Net Asset Value calculation per share on a d...

If you are looking to progress your career, look no further than Baker Tilly WM. Baker Tilly WM LLP is a leading midsize accounting and advisory firm based in Vancouver and Toronto. We provide value-added audit, tax and advisory solutions that support local businesses. We offer a full complement of professional services across every major industry sector, serving a broad range of clients, includi...

Why join us? Are you looking to join an innovative, global real estate company who builds communities and connects people to exceptional places? If so, we would love to tell you our story. At Oxford, our culture is truly one of a kind. Across business lines and around the world, we embrace the complex and tackle opportunities with speed and agility. We are ambitious and humble, forward looking an...

NFP Corp To apply for this position please CLICK HEREBusiness Line: Commercial LinesHours Per Week: 35 (Full-Time)Job Duration: Full-Time, PermanentAbout the RoleWe re looking for a Client Assistant/Account Administrator to serve as an integral member of the Commercial Lines Shared Operations Team. With this role, you will open the door to an exciting career path opportunity with NFP and be a val...

Job Description:Job Description Pay Rate: $21/hourEst. Start Date: ASAPContract Length: 3 monthsWorking Location: Onsite- 5 days a weekWork Hours: Monday-Friday, 8am to 3pm Qualifications: 2 - 3 years of relevant experience or an equivalent combination of education and experience. Basic knowledge of investment process and procedures. Good familiarity technology applications and software used in t...

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...

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, 4:00pm MSTEmployment Status: Full-time, temporary (12-18 months)Compensation: $52,121 - $72,869 per annumServus is growing! We are currently looking for a full-time Financial Advisor at our Southview Medicine Hat Branch.Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel go...

Job Description Our values are at the core of everything we do! Innovative. Think ahead to stay ahead. Driver. Stay hungry and act with urgency. Ownership. No excuses. 100% accountability. Caring. For employees, partners and community. Individual. We work with great people and expect a lot from them. We are one of Western Canada s largest window and door manufacturers servicing consumers, contrac...

NFP Corp To apply for this position please CLICK HEREBusiness Line: Commercial LinesHours Per Week: 35 (Full-Time)Job Duration: Full-Time, PermanentAbout the RoleWe re looking for a Client Assistant/Account Administrator to serve as an integral member of the Commercial Lines Shared Operations Team. With this role, you will open the door to an exciting career path opportunity with NFP and be a val...

Calling all administrative professionals with experience in the financial industry!We are searching for a meticulous and well-organized Office Services Coordinator to oversee diverse administrative and support functions within our client's office in the financial industry.The ideal candidate will orchestrate office services, ensure streamlined operations, and foster a positive work environment fo...

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 ...

My Downtown client within the financial services and private investment industry is looking for an ambitious, highly organized and professional Executive & Personal Assistant to join their team. This will support the a senior executive and provide some support to the operations team. This roles offers a hybrid work environment with the option to work from home and in office. Some of the key respo...

Posting Closes: April 23, 2024 end of day Employment 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 ...

Education: Secondary (high) school graduation certificate Experience: 1 year to less than 2 years Work setting Finance and insurance Investment company Tasks Plan and organize daily operations Compile data, statistics and other information Type and proofread correspondence, forms and other documents Perform data entry Maintain and manage digital database Prepare reports and audit findings Compute...

Why join us? Are you looking to join an innovative, global real estate company who builds communities and connects people to exceptional places? If so, we would love to tell you our story. At Oxford, our culture is truly one of a kind. Across business lines and around the world, we embrace the complex and tackle opportunities with speed and agility. We are ambitious and humble, forward looking an...

ABOUT THIS CAREER OPPORTUNITY Black & McDonald s Accounting & Finance team is growing! If you are committed and collaborative professional looking to contribute to a hard-working, innovative team, this opportunity is for you. The Senior Financial Analyst will work in conjunction with the Senior Regional Controller to undertake and manage the financial and administration affairs of the assigned re...