Wealth Advisor Assistant

3 weeks ago


Oakville, Canada Staffix Professional Staffing Full time

Are you a recent graduate of a Financial Planning program with your Canadian Securities Course (CSC) eager to launch your career?

Do you thrive in a fast-paced environment and enjoy helping others achieve their financial goals?

If so, we want to hear from you

A well-established financial advisor in Oakville is seeking a bright and ambitious Advisor Assistant to join their team. In this role, you'll gain invaluable experience working alongside a seasoned professional, supporting their clients and building a solid foundation for your own successful career in financial planning.

What You'll Do:

Assist the advisor with client onboarding, data management, and financial analysis.
Prepare client presentations and reports.
Help develop and implement financial plans.
Conduct market research and stay up-to-date on industry trends.
Provide exceptional service to clients.

What We're Looking For:

A recent graduate of a Financial Planning program with a Canadian Securities Course (CSC).
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
A passion for helping others achieve financial success.
A willingness to learn and grow in a fast-paced environment.



  • Oakville, Canada Staffix Full time

    Are you a recent graduate of a Financial Planning program with your Canadian Securities Course (CSC) eager to launch your career?Do you thrive in a fast-paced environment and enjoy helping others achieve their financial goals?If so, we want to hear from you!A well-established financial advisor in Oakville is seeking a bright and ambitious Advisor Assistant...


  • Oakville, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full time

    Experienced Financial AdvisorCOMPANY: Desjardins Financial SecurityLOCATION: MississaugaBECOME A PART OF OUR SUCCESS STORYLooking for an opportunity to grow your practice in the Financial Services Industry?ABOUT US:Desjardins Financial Security Independent Network is part of Desjardins Financial Security, a leading financial services firm dedicated to...


  • Oakville, Canada Desjardins Financial Security Independent Network - ON Central Full time

    Experienced Financial AdvisorCOMPANY: Desjardins Financial SecurityLOCATION: MississaugaBECOME A PART OF OUR SUCCESS STORYLooking for an opportunity to grow your practice in the Financial Services Industry?ABOUT US:Desjardins Financial Security Independent Network is part of Desjardins Financial Security, a leading financial services firm dedicated to...


  • OAKVILLE, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Ontario North Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client...


  • Oakville, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Ontario North Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client...


  • Oakville, Canada Scotiabank Full time

    Requisition ID: 181868 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...


  • Oakville, Canada Scotiabank Full time

    Requisition ID: 179422 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...


  • Oakville, Canada Scotiabank Full time

    Requisition ID: 175656 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Investment Advisor

    2 weeks ago


    Oakville, Canada Royal Bank of Canada Full time

    Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what...

  • Investment Advisor

    2 weeks ago


    Oakville, Canada Royal Bank of Canada Full time

    Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what...

  • Investment Advisor

    2 weeks ago


    Oakville, Canada Royal Bank of Canada Full time

    Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what...

  • Investment Advisor

    3 weeks ago


    Oakville, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionGrow your business, your way - with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need for...

  • Investment Advisor

    2 weeks ago


    Oakville, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need...

  • Investment Advisor

    2 weeks ago


    Oakville, ON, Canada Royal Bank of Canada Full time

    Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll...


  • Oakville, Canada Premium Retail Services Full time

    Nespresso Coffee Advisor General Information Company: PRE-US Location: OTTAWA, Ontario, L6H 7E5 Ref #: M56737 Function: Brand Advocacy & Sales Employment Duration: Part-time Description and Requirements As a Nespresso Coffee Advisor, you'll excite customers and help spark sales for Nespresso by engaging retail customers...


  • Oakville, Canada Hub International Full time

    At HUB International , we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both...


  • Oakville, Canada Aria Benefits Full time

    Do you have a passion for helping other achieve their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Are you looking to grow your career as a Financial Advisor in an innovative and leading-edge organization? Then join Life & Legacy Advisory Group as a Jr. Financial Advisor**.** **In...

  • Associate

    4 weeks ago


    Oakville, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Associate

    4 weeks ago


    Oakville, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Rbc Advisor

    4 weeks ago


    Oakville, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...