Investment Advisor Assistant - Calgary

The Opportunity · Are you a detail-oriented professional with a passion for the capital markets? Acumen Capital Partners is looking for a versatile  · Investment Advisor Assistant · to support high-performing, diverse advisory teams. · This is a unique "best of both worlds" role. ...

Raymond James Independent Financial Services is seeking a full-time Financial Advisor Assistant to work in our Calgary Office (Filo Financial Solutions). The successful candidate must have a meticulous attention to detail and possess exceptional interpersonal skills as they will ...

Raymond James Independent Financial Services is seeking a full-time Financial Advisor Assistant in our Calgary Office. · ...

The Financial Advisor Assistant is responsible for preparing and reviewing daily/monthly/annual reports, client correspondence and taking ownership of project work; processing and following up on security transactions and transfers; handling incoming and outgoing phone calls with ...

As a key member of the team, contributions are important to the success of the client relationship with the Financial Advisor, and to the success of the Branch as a whole. · The candidate is a self-motivated individual with exceptional administrative skills and a dependable natur ...

The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, · a focus on cu ...

A self-motivated individual with exceptional administrative skills and a dependable nature is required to assist financial advisors. The candidate will work within deadlines both independently and as part of a team. · ...

A Licensed Financial Advisor Assistant is sought to work in Calgary location. The candidate must have a meticulous attention to detail and possess a positive attitude as they will be dealing directly with clients. · The successful candidate must also be responsible and self-motiv ...

We are seeking a full-time Licenced Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. · Process and follow-up on security transfers & transactions including liaising with the trade desk and back office. · Manage incoming and outgoing phone calls with ...

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. · You'll be joining CIBC's Personal and Small Business Banking team. You'll be working in a flexible, fast-paced ...

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. · You will be joining CIBC's Personal and Small Business Banking team and working in a flexible environment where ...

We are seeking a licensed assistant to work in our Calgary location. · The successful candidate must have at least two years of experience as a licensed administrative assistant in a financial services firm and possess exceptional interpersonal skills. · This position is responsi ...

Wealth management company seeking licensed assistant in Calgary. Assist financial advisors with administration and client relationships. Requirements include investment experience, customer service skills and proficiency in Microsoft Office. · * Process transactions* Manage clien ...

+Job summary · Raymond James Independent Financial Services is seeking a full-time Licenced Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. · +ResponsibilitiesProcess and follow-up on security transfers & transactions including liaising with the tr ...

We put our people first. As an employer of choice, Acera Insurance offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. · ...

· We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.  · Our people are: · Encouraged to challenge the status quo and never stop learning in their commitme ...

GWL Realty Advisors is a leader in both the commercial and multi-residential real estate industries. · ...

We're partnering with a well-established, purpose-driven organization in the health and benefits space that is expanding its Individual Advisor Channel. They are seeking a National Business Development Manager to elevate product awareness, strengthen distribution partnerships, an ...

As an Assistant you will contribute to growing the business by working closely with an Investment Advisor to service a portfolio of Richardson Wealth clients who are looking for customer service... · ...