Investment Advisor Assistant - Hamilton

The Simple Investor is looking for an organized, reliable assistant to support a senior advisor in the day-to-day execution of their work. · We will look at every resume and will consider anyone with an interest in sharing our commitment to providing high quality services.Diversi ...

The Investment Advisor Assistant partners closely with Advisors to deliver exceptional member experience through accurate and compliant account administration, proactive service, and operational support. · Serve as the first point of contact for incoming member communication and ...

We are looking for a recent graduate of a Financial Planning program with both Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) completed to join our team as an Advisor Assistant in Oakville. · ...

+We are a leading independent full-service financial services firm with operations in two principal segments of the securities industry. We're looking for talented people who thrive in a dynamic environment and want to have an impact with innovative ideas and best practices.Worki ...

We pride ourselves on understanding our clients' needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. · Come be ...

We are a leading independent full-service financial services firm with operations in Canada. · We pride ourselves on understanding our clients' needs and providing innovative solutions. · Our Canadian operation is currently looking for an energetic and organized individual to joi ...

We are a leading independent full-service financial services firm driven by an unwavering commitment to build lasting client relationships through comprehensive wealth management solutions and investment banking services. · Working directly with a team of Investment Advisors wher ...

We are a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. We pride ourselves on understanding our clients' needs and finding innovative, bespoke solutions. ...

We are seeking an Investment Advisor Assistant to join Team LWC in our Oakville office. · This role supports a dynamic client base within a high-touch, growth-oriented, and fast-paced team environment. · The ideal candidate will be resourceful, self-motivated, · and demonstrate a ...

The Learning Experience Design (LXD) Knowledge Management (KM) Product Advisor provides consultation to the business to drive performance outcomes and value through impactful knowledge management content and solutions.This position engages USPB stakeholders at all levels, display ...

The KM Product Advisor provides consultation to the business to drive performance outcomes and value through impactful knowledge management content and solutions. They help manage work volumes, monitor SLA adherence, and support work prioritization in partnership with USPB stakeh ...

The Sr. Advisor role requires the following education – at least one of the following: Professional designation (i.e. CPA, CFA) enrolment or completion of applicable post-graduate degree (i.e. MBA, Masters of Finance) enrolment or completion of OR the equivalent to the above (i.e ...

The incumbent is responsible for conducting audits and reviews of property occupancy declarations and complaints. The audit function is a key component of activities to support compliance and effectiveness of the Vacant Unit Tax program. ...

The Associate Team Lead supports the Team Lead with business strategies by leading and overseeing sales force in Canada. This role ensures strategies are executed according to governing regulations and internal policies. · ...

Coordinate and prepare meetings for Advisors with their clients/prospects. Provide proactive client service with a focus on problem resolution and attention to detail. · Coordinate and prepare meetings for Advisors with their clients/prospects. · Provide proactive client service ...

This is a part-time hybrid role located in Hamilton, ON. · Managing administrative tasks · Handling correspondence · Scheduling appointments and maintaining records. ...

At Ebbett Volkswagen and Škoda, exceptional service is at the heart of everything we do. · ...

Join the ride as an Internal Advisor at Plaza Nissan in Hamilton, ON. The role involves writing work orders for new and used vehicles, estimating repairs, and coordinating with departments to facilitate service and maintenance. · Writing work orders for New and Used Car Departmen ...

There is an exciting opportunity to join Bellway, one of the UK's largest house builders. · Ensure that the general presentation of the site and that of the sales complex is maintained to a high standard. · ...

We are looking for an experienced Service Advisor who is passionate about delivering an exceptional customer experience to join our growing team We're looking for a friendly and motivational individual to fill this position. · Minimum of 2-year dealership experience in a Service ...