Investment Advisor Assistant
3 weeks ago
Our client, a prestigious and expanding wealth management firm based in Oakville, Ontario, is looking for a driven and enthusiastic Investment Advisor Assistant to join their dynamic team. This role is an excellent opportunity for recent graduates who have completed their finance or financial planning courses and are eager to launch their careers in the wealth management industry.
A recent graduate with a degree in Finance, Financial Planning, or a related field?
Passionate about helping clients achieve their financial goals and secure their financial future?
Your banking experience and knowledge from the Canadian Securities Course (CSC) will be crucial as you engage in various tasks, including:
Conducting detailed financial research and analysis to pinpoint suitable investment opportunities.
Building and maintaining strong relationships with clients by understanding their financial goals and risk tolerance.
Assisting in the development and presentation of comprehensive investment plans and recommendations tailored to each client's unique needs.
Executing investment transactions efficiently and accurately while adhering to compliance standards.
Keeping meticulous client records and ensuring all activities meet regulatory requirements.
Bachelor’s degree in Finance, Financial Planning, or a related field.
Experience: 1-3 years in the financial services industry, preferably with experience in a banking environment.
Skills: Strong understanding of investment products, financial markets, and risk management principles. Excellent financial research and data analysis capabilities.
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Investment Advisor Assistant
3 weeks ago
Oakville, ON, Canada Staffix Professional Staffing Full timeAbout Our Client: Our client, a prestigious and expanding wealth management firm based in Oakville, Ontario, is looking for a driven and enthusiastic Investment Advisor Assistant to join their dynamic team. This role is an excellent opportunity for recent graduates who have completed their finance or financial planning courses and are eager to launch their...
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Investment Advisor Assistant
3 weeks ago
Oakville, ON, Canada Staffix Professional Staffing Full timeAbout Our Client: Our client, a prestigious and expanding wealth management firm based in Oakville, Ontario, is looking for a driven and enthusiastic Investment Advisor Assistant to join their dynamic team. This role is an excellent opportunity for recent graduates who have completed their finance or financial planning courses and are eager to launch their...
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Investment Advisor Assistant
3 weeks ago
Oakville, ON, Canada Staffix Professional Staffing Full timeAbout Our Client: Our client, a prestigious and expanding wealth management firm based in Oakville, Ontario, is looking for a driven and enthusiastic Investment Advisor Assistant to join their dynamic team. This role is an excellent opportunity for recent graduates who have completed their finance or financial planning courses and are eager to launch...
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Investment Advisor Assistant
3 weeks ago
Oakville, Canada EightSix Network Inc Full timeOur client, a prestigious and expanding wealth management firm based in Oakville, Ontario, is looking for a driven and enthusiastic Investment Advisor Assistant to join their dynamic team. This role is an excellent opportunity for recent graduates who have completed their finance or financial planning courses and are eager to launch their careers in the...
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Investment Advisor Assistant
3 weeks ago
Oakville, Canada EightSix Network Inc Full timeOur client, a prestigious and expanding wealth management firm based in Oakville, Ontario, is looking for a driven and enthusiastic Investment Advisor Assistant to join their dynamic team. This role is an excellent opportunity for recent graduates who have completed their finance or financial planning courses and are eager to launch their careers in the...
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Investment Advisor Assistant
2 weeks ago
Oakville, Canada Staffix Professional Staffing Full timeOur client, a prestigious and expanding wealth management firm based in Oakville, Ontario, is looking for a driven and enthusiastic Investment Advisor Assistant to join their dynamic team. This role is an excellent opportunity for recent graduates who have completed their finance or financial planning courses and are eager to launch their careers in the...
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Investment Advisor Assistant
2 weeks ago
Oakville, Canada Staffix Professional Staffing Full timeOur client, a prestigious and expanding wealth management firm based in Oakville, Ontario, is looking for a driven and enthusiastic Investment Advisor Assistant to join their dynamic team. This role is an excellent opportunity for recent graduates who have completed their finance or financial planning courses and are eager to launch their careers in the...
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Investment Advisor Assistant
3 weeks ago
Oakville, Canada EightSix Network Inc Full timeOur client, a prestigious and expanding wealth management firm based in Oakville, Ontario, is looking for a driven and enthusiastic Investment Advisor Assistant to join their dynamic team. This role is an excellent opportunity for recent graduates who have completed their finance or financial planning courses and are eager to launch their careers in the...
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Investment Advisor Assistant
2 weeks ago
Oakville, Canada Staffix Professional Staffing Full timeOur client, a prestigious and expanding wealth management firm based in Oakville, Ontario, is looking for a driven and enthusiastic Investment Advisor Assistant to join their dynamic team. This role is an excellent opportunity for recent graduates who have completed their finance or financial planning courses and are eager to launch their careers in the...
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Investment Advisor Assistant
3 weeks ago
Oakville, Canada Staffix Professional Staffing Full timeAbout Our Client: Our client, a prestigious and expanding wealth management firm based in Oakville, Ontario, is looking for a driven and enthusiastic Investment Advisor Assistant to join their dynamic team. This role is an excellent opportunity for recent graduates who have completed their finance or financial planning courses and are eager to launch their...
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Investment Advisor Assistant
3 weeks ago
oakville, Canada Staffix Professional Staffing Full timeAbout Our Client: Our client, a prestigious and expanding wealth management firm based in Oakville, Ontario, is looking for a driven and enthusiastic Investment Advisor Assistant to join their dynamic team. This role is an excellent opportunity for recent graduates who have completed their finance
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Investment Advisor Assistant
3 weeks ago
Oakville, Canada Staffix Professional Staffing Full timeAbout Our Client:Our client, a prestigious and expanding wealth management firm based in Oakville, Ontario, is looking for a driven and enthusiastic Investment Advisor Assistant to join their dynamic team. This role is an excellent opportunity for recent graduates who have completed their finance or financial planning courses and are eager to launch their...
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Investment Advisor Assistant
3 weeks ago
Oakville, Canada Staffix Professional Staffing Full timeAbout Our Client: Our client, a prestigious and expanding wealth management firm based in Oakville, Ontario, is looking for a driven and enthusiastic Investment Advisor Assistant to join their dynamic team. This role is an excellent opportunity for recent graduates who have completed their finance or financial planning courses and are eager to launch their...
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Investment Advisor Assistant
3 weeks ago
Oakville, Canada Staffix Professional Staffing Full timeAbout Our Client: Our client, a prestigious and expanding wealth management firm based in Oakville, Ontario, is looking for a driven and enthusiastic Investment Advisor Assistant to join their dynamic team. This role is an excellent opportunity for recent graduates who have completed their finance or financial planning courses and are eager to launch their...
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Investment Advisor Assistant
4 weeks ago
Oakville, Canada Staffix Professional Staffing Full timeAbout Our Client: Our client, a prestigious and expanding wealth management firm based in Oakville, Ontario, is looking for a driven and enthusiastic Investment Advisor Assistant to join their dynamic team. This role is an excellent opportunity for recent graduates who have completed their finance or financial planning courses and are eager to launch their...
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Investment Advisor Assistant
4 weeks ago
Oakville, Canada Staffix Professional Staffing Full timeAbout Our Client: Our client, a prestigious and expanding wealth management firm based in Oakville, Ontario, is looking for a driven and enthusiastic Investment Advisor Assistant to join their dynamic team. This role is an excellent opportunity for recent graduates who have completed their finance or financial planning courses and are eager to launch their...
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Investment Advisor Assistant
3 weeks ago
Oakville, Ontario, Halton, Canada Staffix Professional Staffing Full timeAbout Our Client: Our client, a prestigious and expanding wealth management firm based in Oakville, Ontario, is looking for a driven and enthusiastic Investment Advisor Assistant to join their dynamic team. This role is an excellent opportunity for recent graduates who have completed their finance or financial planning courses and are eager to launch their...
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Associate Investment Advisor
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Oakville, Canada Nour Private Wealth Full timeJob description To accommodate our continued growth and success, Nour Private Wealth (NPW) is seeking an experienced Associate Investment Advisor for one of our Investment advisors at NPW. This position requires an experienced, detail-oriented individual with strong process, and communication skill
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