Investment Advisor
4 days ago
This is with one of our financial client. We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services environment. Key Responsibilities Act as the first point of contact for client inquiries and service requests Support advisors with account openings, maintenance, and documentation Enter and process trades under advisor direction Schedule and coordinate client and advisor meetings Maintain accurate client records in Salesforce CRM Liaise with head/back office teams to ensure smooth processing Provide high-quality administrative and client service support Required Qualifications CSC and CPH certifications (mandatory)1+ year experience supporting an Investment Advisor Experience within a Mutual Fund Dealer, Investment Dealer, or Financial Institution Proficiency with Microsoft Office (Outlook, Excel, Word, PowerPoint) Strong organizational, time management, and communication skills Experience using CRM systems (Salesforce preferred) Nice to Have French language skills Power BI experience About Us: Collabera is a leading Digital Solutions company providing software engineering solutions to the world's most tech-forward organizations. With more than 25 years of experience, we have hired over 17000 employees across 60+ offices globally and currently place 10000+ professionals annually to support critical IT engagements at more than 500 client sites, 80% being the Fortune 500. {and 59% of the Fortune 50 (could use either stat)} With Collabera, you • Will get to work on numerous challenging and exciting projects, including UI/UX transformation, Blockchain, AI/Data Science, Cloud migrations, Cyber-Security and Engineering. • At Collabera you have 80% chances of project extension or redeployment to other clients • Will have endless opportunities to learn new technologies through our inhouse Training arm – Cognixia.
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Investment Adviser Compliance
19 hours ago
North Census Division, SK, Canada Collabera Full timeWe are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services environment. Support advisors with account...
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Licensed Assistant II
19 hours ago
North Census Division, SK, Canada Robertson & Company Ltd. Full timeJob Title: Licensed Assistant II Location: Onsite – 55 Metcalfe Street, Suite 910, Ottawa, ON Work Model: In-Office (5 days/week) Start Date: February 10, 2026 Contract Duration: Until September 13, 2027 (Maternity Leave Coverage) Employment Type: Full-Time, Contract About the Role We are seeking a Licensed Assistant II to support corporate advisors within...
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Investment Advisor
4 days ago
Ahuntsic North, Canada Collabera Full timeThis is with one of our financial client. We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services...
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Investment Advisor
4 days ago
Ahuntsic North, Canada Collabera Full timeThis is with one of our financial client. We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services...
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Investment Advisor
4 days ago
Ahuntsic North, Canada Collabera Full timeThis is with one of our financial client.We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services...
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Associate (on-site)
4 weeks ago
North Census Division, SK, Canada National Bank Full timeAttendance On-Site Job number 29712 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 25-Nov-2025 Area(s) of interest: Wealth management Location(s): Ottawa A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability...
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Investments Advisor
4 days ago
Ahuntsic North, Canada Compunnel Inc. Full timeThe Opportunity: The licensed assistant plays a key role in supporting our corporate advisors by handling administrative tasks, client service, and account management. This individual must hold relevant securities licenses (e.g., CSC, CPH, WME...) and work closely with clients to ensure a smooth and professional experience. The ideal candidate is...
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Investments Advisor
2 days ago
Ahuntsic North, Canada Compunnel Inc. Full timeThe Opportunity: The licensed assistant plays a key role in supporting our corporate advisors by handling administrative tasks, client service, and account management. This individual must hold relevant securities licenses (e.g., CSC, CPH, WME...) and work closely with clients to ensure a smooth and professional experience. The ideal candidate is...
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Member Banking
1 day ago
North Vancouver, Canada Coast Capital Savings Full timeA member-owned financial institution in North Vancouver seeks a Financial Advisor to enhance customer experiences through personalized banking services. The ideal candidate will have at least three years of experience in a financial setting, strong customer service skills, and a Certificate in Investment Funds in Canada. You will achieve sales targets by...
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Member Banking
17 hours ago
North Vancouver, Canada Coast Capital Savings Full timeA member-owned financial institution in North Vancouver seeks a Financial Advisor to enhance customer experiences through personalized banking services. The ideal candidate will have at least three years of experience in a financial setting, strong customer service skills, and a Certificate in Investment Funds in Canada. You will achieve sales targets by...
