Wealth Advisor Assistant - Oakville, Ontario, Canada

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 ...

Salary Range: $50,000 - $65,000 · Who we are: · Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitm ...

Salary Range: $50,000 - $65,000 · Who we are: · Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets.  CG is driven by an unwavering commit ...

+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 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 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 ...

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 ...

Investment Advisor Assistant – Toronto, ON · Full-Time | Wealth Management | Toronto, ON (Onsite / Hybrid) · Our client, a well-established and highly respected independent Wealth Advisor within a leading Canadian investment firm, is seeking a dedicated and experienced Investment ...

The Investment Advisor Assistant partners closely with Advisors to deliver exceptional member experience through accurate and compliant account administration · proactive service and operational support. · ...

We're a leading independent Private Client · Servicesthemarketsfirm,knownfor · VentumFinancialCorpisa compellingoption forinvestorsseeking unbiasedinvestment solutions,LiaisonwithBackOfficeOperations/ RetailEquityTrading/ComplianceEnter EquitytradesinDataphiletradingplatform · M ...

Wealth Advisor Assistant · Post-secondary education; · IR Licensed; · ...

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 ...

At Raymond James, · we · develop, · we · collaborate, · we · decide, · we · deliver, and · we · improve together · . · Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solu ...

We are looking for an experienced Client Service Associate to join our elite Wealth Management team. · This isn't a retail banking role—it's a career opportunity for a sophisticated operator who understands the intricacies of supporting a high performing Investment Advisor and th ...

In-House Personal & Commercial Lines Sales Advisor to join our organization. · ...

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

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 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 Family Wealth Transition Specialist will work closely with the onboarding Advisor, · Family Wealth Transition Specialist · will work closely with the onboarding Advisor, ...