Investment Advisor Assistant
1 week ago
Join to apply for the Investment Advisor Assistant role at Research Capital Corporation We are seeking a skilled administrative assistant to Registered Investment Advisors for our Toronto office. In this role, you will be responsible for assisting a fast-paced brokerage firm with day-to-day administrative tasks in its retail department and learn from successful advisors focused on delivering investment guidance and services to high-net-worth individuals and families. The ideal candidate has polished organizational and communication skills and is self-motivated with an excellent “can-do” work ethic. Key Responsibilities Prepare materials and coordinate logistics for client meetings Respond to client inquiries on administrative questions Follow up with prospective clients and clients on active inquiries Ensure client accounts are processed accurately including account opening/closing and transfers Assist with client outreach including email, correspondence, and telephone communication Various aspects of general administration Communicate with head office associates on compliance and operations matters Maintain a current understanding of the regulatory landscape Your Skills Work well both individually and as part of a team Skilled in Microsoft Office 10 Quick learner adept to grasping new technologies and processes Organized, focused, and capable of working under tight deadlines Must have excellent communication skills, driven to deliver client service excellence Strong analytical and resolution skills with attention to detail Your Qualifications Post-secondary education in a finance/business related discipline, or equivalent work experience (within the brokerage industry is preferred but not mandatory) 1-2 years of experience in a general administrative setting Willingness to get an industry license This is an immediate hire position and therefore only candidates already domiciled in the Greater Toronto Area and legally able to work in Canada will be considered. Compensation to be commensurate with experience. Qualified candidates should forward their resume to Patricia Foster at PFoster@researchcapital.com. We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. Thank you for your understanding. About Research Capital Corporation In 1921, Research Capital Corporation was formed into what is today one of Canada’s largest, independent, full-service investment firms. From the pre-boom markets of the early 20s through the crash of ’29, Research Capital Corporation has demonstrated that our innovative, entrepreneurial formula has created a successful model for brokers in the industry, weathering even the most challenging market conditions. Get notified about new Investment Advisor Assistant jobs in Toronto, Ontario, Canada. Seniority Level Associate Employment Type Full-time Job Function Administrative, Customer Service, and Finance #J-18808-Ljbffr
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Investment Advisor Assistant
4 days ago
Toronto, Canada Ventum Financial Full timeApply for the Investment Advisor Assistant role at Ventum Financial. We’re a leading independent, Canadian-owned and operated private client services and capital markets firm, known for our client‑centred approach and entrepreneurial spirit. Ventum Financial Corp is a compelling option for investors seeking unbiased investment solutions, professional...
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Investment Advisor Assistant
6 days ago
Toronto, Ontario, Canada Research Capital Corporation Full timeWe are seeking a skilled administrative assistant to Registered Investment Advisors for our Toronto office. In this role, you will be responsible for assisting a fast-paced brokerage firm with day-to-day administrative tasks in its retail department and learn from successful advisors focused on delivering investment guidance and services to high-net-worth...
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Advisor Experience Manager
3 days ago
Toronto, Canada Purpose Advisor Solutions Full timeCompany Description**_ Location: Toronto, Montreal_** **Purpose Unlimited** is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved...
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Associate Investment Advisor
6 hours ago
Toronto, Canada Hunter Mercantile Full timeAssociate Investment Advisor The Client: Our client one of Canada’s preeminent wealth management firms are seeking a CIRO/IIROC licensed Associate Investment Advisor to join their growing practice in downtown Toronto. In this lynch-pin role you will have deep client interaction and be involved in portfolio design and management as well as the financial...
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Associate Investment Advisor
5 days ago
toronto, Canada Hunter Mercantile Full timeAssociate Investment Advisor The Client: Our client one of Canada’s preeminent wealth management firms are seeking a CIRO/IIROC licensed Associate Investment Advisor to join their growing practice in downtown Toronto. In this lynch-pin role you will have deep client interaction and be involved in portfolio design and management as well as the financial...
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Associate Investment Advisor
4 days ago
Toronto, Canada Hunter Mercantile Full timeAssociate Investment Advisor The Client: Our client one of Canada’s preeminent wealth management firms are seeking a CIRO/IIROC licensed Associate Investment Advisor to join their growing practice in downtown Toronto. In this lynch-pin role you will have deep client interaction and be involved in portfolio design and management as well as the financial...
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Associate Investment Advisor
6 days ago
Toronto, Ontario, Canada Hunter Mercantile Full timeAssociate Investment AdvisorThe Client:Our client one of Canada's preeminent wealth management firms are seeking a CIRO/IIROC licensed Associate Investment Advisor to join their growing practice in downtown Toronto. In this lynch-pin role you will have deep client interaction and be involved in portfolio design and management as well as the financial...
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Client Services
1 week ago
Toronto, Canada Research Capital Corporation Full timeA leading investment firm in Toronto is seeking an Investment Advisor Assistant to support Registered Investment Advisors. The role involves preparing client meeting materials, responding to inquiries, and ensuring accurate account processing. Ideal candidates are organized, self-motivated, and possess strong communication skills. A finance-related education...
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Associate Investment Advisor
3 days ago
Toronto, Canada Hunter Mercantile Full timeThis range is provided by Hunter Mercantile. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$75,000.00/yr – CA$100,000.00/yr Direct message the job poster from Hunter Mercantile The Client: Our client, one of Canada’s preeminent wealth management firms, is seeking a CIRO/IIROC...
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Associate Investment Advisor
4 days ago
Toronto, Canada Hunter Mercantile Full timeThis range is provided by Hunter Mercantile. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$75,000.00/yr – CA$100,000.00/yr Direct message the job poster from Hunter Mercantile The Client: Our client, one of Canada’s preeminent wealth management firms, is seeking a CIRO/IIROC...
