Investment Advisor Assistant - Vancouver

Wealth management · We are looking for a top-quality Financial Advisor Assistant who can provide outstanding team support through their expertise, hard work, and dedication. · Develop processes ensuring best practices and consistent delivery of client experience. · Review and ref ...

Canaccord Genuity is looking for an energetic, detailed and organized individual to join their Wealth Management team in Vancouver. The successful candidate's role will support a Wealth Management team in establishing and maintaining strong client relationships. · ...

The Cash Management Group at Canaccord Genuity is seeking a highly organized and detail-oriented Investment Advisor Assistant (Private Wealth Associate) to support our Private Wealth team. · We manage over $7 billion in client assets. · This role is integral to the day-to-day ope ...

+h2>Job summary · We are a leading independent full-service financial services firm driven by an unwavering commitment to build lasting client relationships and generate value for our individual, institutional, and corporate clients through comprehensive wealth management solutio ...

Greeting clients and handling client calls Scheduling meetings and keeping calendar up to date Managing client accounts Handling all client paperwork and liaising with various departments as needed Other administrative duties as required Proactive with a great attitude Complete t ...

We are currently recruiting an Investment Advisor Assistant (Licensed) to join our Vancouver Office. · ...

Haywood Securities is seeking a licensed Investment Advisor Assistant to support a senior advisory team managing a global client base. This role is ideal for someone who is fully licensed, detail-oriented and looking to grow long-term within a capital markets–focused investment f ...

This position would entail working with 2 Investment Advisors as part of their small team. · The incumbent will work closely with the Investment Advisors and team members. · Greeting clients on arrival to meetings, · arranging Zoom conference calls · ...

+We are seeking a junior financial advisor to assist our team with client records and implementation of financial plans. · ...

We are in search of a Prestige HNW Relationship Manager to offer fully accountable, full-circle issue resolutions to iA Private Wealth top Advisors. · Acting as the main point of contact for Advisor questions or concerns. · Proactively communicating with Advisors to identify and ...

We are seeking an energetic, detail-oriented, and organized Sales Assistant to join our Vancouver office. This role provides key administrative and client service support to Senior Management and Investment Advisors, ensuring efficient operations and an exceptional client experie ...

We are seeking an Assistant to 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, investments and advice under the National Partnership Office platform. · ...

The Academic Advisors are responsible for developing, providing, evaluating and assessing academic advising services for students enrolled in undergraduate degrees. · ...

The Associate Academic Advisor in Arts Academic Advising Services is responsible for providing advice to transactional academic services to the approximately · 14,000 Indigenous domestic and international undergraduate students in four degree programs four diploma programs and o ...

We are seeking a skilled Associate for the Venture Investment Banking (VIB) department in our Vancouver office. · Assist in processing non-brokered private placements · Setting up files on NIAD (platform for managing client orders) · Preparing subscription forms for Investment Ad ...

We are seeking an experienced Transition Administrator to join our team at Raymond James Ltd. · ...

We are seeking an experienced Private Counsel Associate to support our team in proactively planning for and managing customer service and business requirements to drive regional growth through the ongoing recruitment of established advisors with a focus on Private Counsel advisor ...

The Privacy Advisor plays a key role in assisting Vancouver Coastal Health departments and staff with privacy compliance. · ...

The Transition Administrator is responsible for providing support and acting as a liaison between the home office and new Financial Advisors joining Raymond James branch offices. The role involves assisting with transition processes, maintaining ongoing dialogue with transitionin ...

The Transition Administrator is responsible for providing support and acting as a liaison between the home office and new Financial Advisors (FAs) joining Raymond James branch offices. · Assist the National Sales team in transitioning Financial Advisors/Agents in Canada to Raymon ...