Financial Advisor Assistant
2 weeks ago
**Financial Advisor Assistant**
- 2301732
Sophia Financial Group is looking for a Financial Advisor Assistant to join our wonderful team. This position requires a person with superior written and oral communication skills, a keen attention to detail and a positive attitude. Social values and community contribution are as important to us as delivering exceptional investment advice and financial planning expertise.
- WHAT YOU’LL DO
Responsibilities will include:
- Assisting in responding to all administrative requests including EFTs, electronic deposits and withdrawals, account transfers, account updates such as address changes and banking info
- Entering buy/sell orders of securities on Dataphile and follow up and monitoring of transactions
- Administering the opening of all new accounts
- Responding to client requests for information
- Preparing for client meetings by running various reports
- Assisting with analysis of prospective clients portfolios
- Maintaining client database (Maximizer) by entering notes and ensuring files are accurate
- Maintaining client files and other general office duties
- Other duties as assigned
WHAT YOU HAVE
- Minimum two years administrative or industry experience
- Completion of the Canadian Securities Course and Conducts and Practices Course, or willingness to obtain
- Microsoft Office proficiency (Outlook, Word, Excel)
- Meticulous attention to detail
- Ability to prioritize, multitask, work within time constraints
- Solid work ethic and a professional demeanor
- A caring attitude with genuine passion and dedication
This 4 day a week position (30 hours) offers work life balance with a competitive salary. Our harmonious and attractive office has easy access to transit and has ample parking.
We would like to thank all interested respondents but wish to let you know that we will only be contacting applicants that are aligned with our requirements.
**Job** Wealth management
**Primary Location** CA-BC-Vancouver-Vancouver
**Organization** PCG IFS
**Schedule** Part-time
-
Administrative Assistant
7 days ago
Vancouver, Canada Arbutus Financial Full timeArbutus Financial Services (AFS) is a comprehensive financial services firm, serving the needs of individuals, companies, business owners, and their families. Located in Vancouver we have a thriving practice and a fun dynamic work environment with great people. We pride ourselves in holding values that are Professional, Accountable, Committed, and Thorough -...
-
Administrative Assistant
2 weeks ago
Vancouver, Canada Arbutus Financial Full timeArbutus Financial Services (AFS) is a comprehensive financial services firm, serving the needs of individuals, companies, business owners, and their families. Located in Vancouver we have a thriving practice and a fun dynamic work environment with great people. We pride ourselves in holding values that are Professional, Accountable, Committed, and Thorough -...
-
Student & Financial Advisor
6 days ago
Vancouver, Canada Native Education College Full timeEMPLOYMENT OPPORTUNITY INTERNAL/EXTERNAL POSTING Student & Financial Aid Advisor Admissions Department LEAVE REPLACEMENT The NEC Native Education College is a private college for Indigenous learners to live their cultural heritage and realize their true potential. NEC works to strengthen Indigenous communities through accredited programs that lead to...
-
Financial Advisor
1 week ago
Vancouver, Canada Burke Recruiting Full timeOur well established New Westminster client is looking for a Financial Advisor to add to their team:You will be responsible for:– providing financial leadership, advice, analysis and reporting for the organization– use of financial acumen to support strategic decisions based on financial analysis– provide advice to managers to use financial resources...
-
Financial Advisor
1 week ago
Vancouver, Canada Burke Recruiting Full timeOur well established New Westminster client is looking for a Financial Advisor to add to their team:You will be responsible for:– providing financial leadership, advice, analysis and reporting for the organization– use of financial acumen to support strategic decisions based on financial analysis– provide advice to managers to use financial resources...
-
Financial Advisor
1 week ago
Vancouver, Canada Burke Recruiting Full timeOur well established New Westminster client is looking for a Financial Advisor to add to their team:You will be responsible for:– providing financial leadership, advice, analysis and reporting for the organization– use of financial acumen to support strategic decisions based on financial analysis– provide advice to managers to use financial resources...
-
Insurance Advisor
5 days ago
Vancouver, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...
-
Financial Advisor
4 hours ago
Vancouver, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...
-
Financial Advisor
Found in: Jooble CA O C2 - 1 week ago
Vancouver, BC, Canada Burke Recruiting Full timeOur well established New Westminster client is looking for a Financial Advisor to add to their team: You will be responsible for: – providing financial leadership, advice, analysis and reporting for the organization – use of financial acumen to support strategic decisions based on financial analysis – provide advice to managers to use financial...
-
Administrative Assistant
2 days ago
Vancouver, Canada Financial Confidence Advisors Inc. Full time**Job description** We are a boutique financial services firm located in downtown Vancouver specializing in business continuity, estate maximization and legacy planning utilizing life insurance strategies. Our growing firm is looking for someone who is a team player, personable, motivated and ready to take on a new challenge. **FIRST PRIORITY...
-
Financial Insurance Advisor
2 weeks ago
North Vancouver, Canada Serenia Life Financial Full timeLocation: British Columbia 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...
-
Senior Financial Advisor
Found in: Talent CA C2 - 1 week ago
Vancouver, Canada Scotiabank Full timeSenior Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the...
-
Financial Advisor
Found in: Jooble CA O C2 - 4 days ago
Vancouver, BC, Canada Knewin Full timeJob Summary Job Description * Note: This position is to cover a maternity leave, ending approximately Summer 2025. What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with...
-
Financial Advisor
Found in: Talent CA C2 - 2 weeks ago
Vancouver, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...
-
Student & Financial Aid Advisor - Admissions
6 days ago
Vancouver, Canada NEC Native Education College Full timeEMPLOYMENT OPPORTUNITY INTERNAL/EXTERNAL POSTING Student & Financial Aid Advisor Admissions Department LEAVE REPLACEMENT The NEC Native Education College is a private college for Indigenous learners to live their cultural heritage and realize their true potential. NEC works to strengthen Indigenous communities through accredited programs that lead to...
-
Financial Advisor
Found in: beBee S CA - 2 weeks ago
VANCOUVER, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...
-
Financial Advisor
Found in: beBee S CA - 1 day ago
Vancouver, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...
-
Team Executive Assistant
7 days ago
Vancouver, Canada Raymond James Financial Full time**Team Executive Assistant** - 2301760 - 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 customized solutions to their...
-
Associate Financial Advisor
2 weeks ago
Vancouver, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Advisor, Investment
Found in: Jooble CA O C2 - 7 days ago
Vancouver, BC, Canada BMO Full timeThe Wealth Planning Support Team is a business unit within BMO Wealth Planning, Trust & Advisory Services, a dedicated team of knowledgeable professionals with diverse expertise in wealth planning. We leverage a team approach to deliver innovative and customized wealth planning solutions designed to assess overall wealth management needs and recommend...