Client Financial Assistant

_Our bottom line is different._ Listening to Albertans. Going deeper to understand who they are and where they're going. Translating the complex world of banking and investing into brilliantly simple solutions. Through all this, we believe we can create happiness. _This_ is the ATB way. - **Please note: In this role you will not be an employee of ATB...

Location: Alberta Type: Full Time Imagine working for a company that is both **Human** and **Kind**... At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life Financial...

At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...

**Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

**Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

10175 101 Street NW Edmonton Alberta,T5J 0H3 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. **Responsibilities**: - Coordinates marketing activities on behalf of the advisory team, including...

ROLE/ DESCRIPTION 360 degree financial(Services are offered in partnership with Experior Financial Group) is looking for a Financial Associate in Canada. A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program...

Blackburn Davis Financial is a boutique Financial Planning Firm focused on delivering exceptional client service. We’re seeking a motivated person with a positive attitude to fill an **Administrative Assistant** (insurance and investment) role on our team. Our office environment is one that suits a dynamic, self-motivated individual who wants their...

You are growing in your career and looking for an organization that will support your growth. You’d prefer a smaller team where your contributions are valued and noticed. You enjoy people, you take pride in your work, and you are an effective communicator. We are looking for administrative support in a successful financial planning office, where we work...

Our bottom line is different.There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset and...

Our bottom line is different.There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset and...

Our bottom line is different.There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset and...

Our bottom line is different.There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset and...

Job Description - Client Service Associate (2401480) Client Service Associate - 2401480 At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...

Job Description - Client Service Associate (2401480) Client Service Associate - 2401480 At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...

Job Description - Client Service Associate (2401480) Client Service Associate - 2401480 At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...

**Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

Work Term: Permanent - Work Language: English - Hours: 40 hours per week - Education: Bachelor's degree - Experience: 2 years to less than 3 years **Work setting**: - Investment company **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Examine and analyze financial and investment information...

**Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

**Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...