Jobs
>
Toronto

    Advisor Assistant - Toronto, Canada - Staffix

    Staffix
    Staffix Toronto, Canada

    5 days ago

    Default job background
    Description
    Do you thrive in a fast-paced environment where you can leverage your administrative expertise and passion for financial planning?

    Our established Wealth Management firm in North York seeks a highly motivated Wealth Management Associate to join a dynamic team. You'll work closely with Senior Portfolio Managers, playing a key role in delivering exceptional service to our valued clients.

    What You'll Do:

    • Partner with Portfolio Managers to prepare for client meetings and ensure seamless client interaction.
    • Gather and analyze client data related to KYC (Know Your Client), financial planning, and account updates.
    • Craft client-specific reports and presentations, keeping communication clear and concise.
    • Conduct research and complete assigned analysis projects to support informed investment decisions.
    • Assist with trading execution when required.
    • Maintain strong client relationships, acting as their first point of contact and ambassador.
    • Collaborate with team members to optimize processes and drive continuous improvement.
    • Manage day-to-day client account administration with accuracy and efficiency.
    • Support tax preparation efforts (February-April) by inputting client data into tax systems under the guidance of the in-house accountant.

    Who You Are:

    • A results-oriented professional with a minimum of 2 years of experience in the investment industry (preferred).
    • Possess the Canadian Securities Course (CSC) and Canadian Investment Planning Course (CPH) designations, or actively pursuing them.
    • Passionate about building rapport and fostering positive client relationships.
    • An exceptional communicator with strong written and verbal skills.
    • Thrive in a detail-oriented environment and possess a knack for problem-solving.
    • Proficient in Microsoft Office Suite and financial planning software (a plus).

    What We Offer:

    • Competitive salary range: $60,000 - $85,000 annually.
    • Comprehensive benefits package.
    • Generous vacation time.

    Join a team where your dedication and expertise are valued. Apply today

  • Duca

    Wealth Advisor Administrative Assistant

    3 days ago

    Duca Toronto, Canada

    **Wealth Adv**isor Administrative Assistant** · **Job Purpose & Summary** · The Wealth Advisor Administrative Assistant will work closely with and support a group of Wealth Advisors in all aspects of DUCA's Wealth Management program, including but not limited to servicing existin ...

  • DUCA Financial Services Credit Union Ltd.

    Wealth Advisor Administrative Assistant

    3 days ago

    DUCA Financial Services Credit Union Ltd. Toronto, Canada

    **Why DUCA?** · At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA's impact goes beyond our financial solutions - we're dedicated to making a real difference in t ...

  • CIBC

    Mobile Mortgage Advisor Assistant

    4 days ago

    CIBC Toronto, Canada Part time

    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 ...

  • Renard International Hospitality Search Consultants

    Recruiting Travel Assistant/advisor

    11 hours ago

    Renard International Hospitality Search Consultants Toronto, Canada

    **Recruiting Travel Assistant/Advisor** · - Part Time / Full Time Job Available · - Assist with online operations · - Flexible Working Hour · - Reliable and Trusted Travel Agency · - Basic English Level Needed · - Must have local bank account for Salary Purpose · - Kindly confirm ...

  • CIBC

    Mobile Mortgage Advisor Assistant- Toronto, On

    1 day ago

    CIBC Toronto, Canada

    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 ...

  • CIBC

    Mobile Mortgage Advisor Assistant, Toronto

    3 days ago

    CIBC Toronto, Canada

    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 ...

  • CIBC

    Mobile Mortgage Advisor Assistant-pt

    2 days ago

    CIBC Toronto, Canada

    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 ...

  • CIBC

    Mortgage Advisor Assistant- 12 Month Contract

    6 days ago

    CIBC Toronto, Canada

    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 ...

  • CIBC

    Mobile Mortgage Advisor Assistant

    1 day ago

    CIBC Toronto, Canada Temps plein

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. · À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir ...

  • CIBC

    Mortgage Advisor Assistant ONTARIO

    1 day ago

    CIBC Toronto, Canada Temps partiel

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. · À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir ...

  • CIBC

    Mobile Mortgage Advisor Assistant

    4 days ago

    CIBC Toronto, Canada Temps plein

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. · À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir ...

  • CIBC

    Mobile Mortgage Advisor Assistant- Toronto, ON

    2 days ago

    CIBC Toronto, Canada Temps plein

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. · À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir ...

  • GP Wealth Management

    Financial Advisor Assistant

    2 days ago

    GP Wealth Management Mississauga, Canada

    **The Role** · GP Wealth Management is seeking a financial advisor assistant to join our team and help service and continue to grow our client base. As a financial advisor assistant, you will work side by side with the team to help clients achieve their financial goals. · **Respo ...

  • WSC Financial Solutions Inc.

    Financial Advisor Assistant

    6 days ago

    WSC Financial Solutions Inc. Oakville, Canada

    **Who are we ?** · WSC Financial Solutions is a multi · - advisor corporation associated with Sun Life Financial, located in Oakville Ontario. We are a 14-member team, specializing in financial planning, wealth management and insurance strategies. Our clients include higher net w ...

  • Raymond James Financial

    Financial Advisor Assistant

    4 days ago

    Raymond James Financial Toronto, ON, Canada

    Job Description - Financial Advisor Assistant · 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 servic ...

  • Raymond James Financial

    Financial Advisor Assistant

    6 days ago

    Raymond James Financial Toronto, ON, Canada

    Job Description - Financial Advisor Assistant - 9 Month Contract · 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 ...

  • Raymond James Financial

    Licensed Financial Advisor Assistant

    4 days ago

    Raymond James Financial Toronto, ON, Canada

    Job Description - Licensed Financial Advisor Assistant · 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 a ...

  • Staffix

    Investment Advisor Assistant-Remote

    3 days ago

    Staffix Toronto, Canada

    Our client a leading independent full-service Wealth Advisor is looking for an experienced Investment Assistant to join their team. The successful candidate's role will support a Wealth Management team in establishing and maintaining strong client relationships. This position is ...

  • Royal Bank Of Canada

    Assistant Branch Manager/Advisor

    1 week ago

    Royal Bank Of Canada Toronto, ON, Canada

    This role is an 18 month contract. There may be opportunity for extension or permanent role at the end of this contract · Together, you deliver an exceptional client experience and maximize opportunities through an emphasis on sales enablement and coaching, digital education and ...

  • CIBC

    Mobile Mortgage Advisor Assistant, PT, 12 month Secondment/Contract

    4 days ago

    CIBC Toronto, Canada Temps partiel

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. · À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir ...