Investment Advisor Assistant - Oakville

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 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 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 ...

+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. ...

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. · ...

We are seeking a dedicated and experienced Investment Advisor Assistant to join our Toronto-based team. · Client Relationship Support: Work alongside the Advisor to support and strengthen long-term relationships through high-touch service. · Administrative Management: Expertly ma ...

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 ...

Wealth management · At Raymond James, · we develop, · we collaborate, · we decide, · we deliver and · better together. · ...

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. · ...

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, ...

AMK is hiring an Assistant Service Manager (Service Advisor) for a leading German automotive dealership in Oakville. · ...

We are seeking an Investment Advisor Associate to join our team in Oakville. The ideal candidate will provide day-to-day support to the lead advisor in servicing high-net-worth clients. · ...