Investment Advisor Associate - Oshawa, Ontario

Only for registered members Oshawa, Ontario, Canada

1 week ago

Default job background

Job summary

A great opportunity in the investment/insurance field for a full-time Investment Advisor Assistant.

  • Scheduling and confirming of client meetings
  • Preparation of materials and financial reports for client meetings

Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Only for registered members Oshawa

    The Associate Advisor Opportunity is a career path that allows individuals to define their success and work as part of a team in an entrepreneurial environment. · Support financial planning including the illustration of insurance quotes and development/updating of written financi ...

  • Only for registered members Oshawa Part time

    Laline - founded in 1999 by Merav Cohen and Revital Levi, Laline began with one small store, created by two female entrepreneurs who dreamt about holistically connecting the body and soul. Today, it brings its wholesome magic, and unparalleled quality for all senses to thousands ...

  • Only for registered members Toronto, Ontario

    RBC Dominion Securities Branch located in downtown Toronto is looking for an Associate Advisor to join their team. · ...

  • Only for registered members Toronto, Ontario

    We're seeking an Associate Financial Advisor—someone eager to learn, develop, and perform all the functions of a financial planner while being mentored by a seasoned Advisor. · This role combines client service excellence with proactive sales and business development, · offering ...

  • Only for registered members Richmond Hill Full time $38,000 - $60,000 (CAD)

    +Job Description · +RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. · +The Ri ...

  • Only for registered members TORONTO, Ontario, Canada

    We're looking for an Associate Advisor to join our team and work directly with two Portfolio Managers. In this role, you'll be the team's head trader and a key partner in investment analysis. · Leverage your talent for planning to facilitate meetings and events for clients. · Tap ...

  • Only for registered members Oshawa, ON LJ K

    We are looking for a Beauty Advisor to provide exceptional customer service and drive sales to meet and exceed targets. · ...

  • Only for registered members Toronto, Ontario

    RBC Dominion Securities is Canada's leading full-service investment and wealth management firm and is backed by Canada's leading financial institution. · ...

  • Only for registered members Toronto, ON MV M

    The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting client contact and sales activities. · They are high achieving business builders who are entrepreneurial-minded. · The Associate Financial Advisor will ide ...

  • Only for registered members Richmond Hill

    The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Asso ...

  • Only for registered members North York

    Asociado para asesoramiento de seguros. Se busca un individuo con habilidades para desarrollar ventas y servicio al cliente. · ...

  • Only for registered members Toronto, Ontario

    We are seeking a CIRO/IIROC licensed Associate Investment Advisor to join our growing practice in downtown Toronto. · Client Interaction: The management of a specific portion of HNW clients within the wealth management practice. · ...

  • Only for registered members North York, Ontario

    The Associate Insurance Advisor is responsible for supporting and developing agency operations primarily through sales and service. · Sales, service and profitable growth of both personal lines (auto, · home). · Advise and recommend coverages · & policies that best meet client ne ...

  • Only for registered members Kanata, Ontario, Canada

    We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society. Our team is essential to deliver on this strategy. We prioritize our people, ensuring we provide a strong culture and development opportunities which e ...

  • Only for registered members North York

    We are expanding our team to support the Managing Partner and his established roster of legacy clients and HNW families. This role blends client-facing engagement with behind-the-scenes strategy and operational oversight.You will meet with and manage existing and new client needs ...

  • Only for registered members Toronto, Ontario

    The RBC Dominion Securities North York branch is currently seeking an Associate Investment Advisor to join a well-established advisory team. · You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assis ...

  • Only for registered members North York, ON MB R

    As an Associate Financial Advisor, you'll operate as a strategic extension of the Managing Partner—supporting his client relationships, managing workflow, coordinating internal resources, and ensuring flawless execution across all planning initiatives. · ...

  • Only for registered members Toronto, ON MK G

    Sales and service of Co-operators life insurance and investment products. · ...

  • Only for registered members Scarborough

    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. · As a member of the Personal and Business Banking team, you'll form a deep understanding of your personal and sma ...

  • Only for registered members Toronto-Don Mills & Cliffwood Full 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 enable the work environment most optimal for you to thrive in your role. ...