Licensed Financial Advisor Assistant

Experience growth in a client-centric role at Raymond James as a Licensed Financial Advisor Assistant. Focus on account management, administrative support, and building lasting client relationships.As a Financial Advisor Assistant, you will play a crucial role in supporting a Financial Advisor and enhancing client experiences. This position is ideal for...

Raymond James Ltd. is Canada’s leading independent investment dealer offering customized wealth management solutions. The Licensed Financial Advisor Assistant role focuses on client service, account administration, and regulatory compliance to support advisers and clients. The position emphasizes strong organizational skills, accuracy, and teamwork within...

It all starts with great advice. Make the move to becoming a Sun Life advisor today! If you've already applied, there's no need to reapply—we'll review your existing submission. Running your own business is tough, yet so rewarding. Why not have a partnership that gives you a competitive advantage by helping you grow and support Clients holistically? Since...

It all starts with great advice. Make the move to becoming a Sun Life advisor today! Running your own business is tough, yet so rewarding. Why not have a partnership that gives you a competitive advantage by helping you grow and support Clients holistically? Since 1865, Sun Life has helped Canadians maintain lifetime financial security and live healthier...

A financial services firm in Toronto is seeking a Part-Time Licensed Administrative Assistant. The role involves supporting financial advisors with administrative tasks and client service operations. Candidates must have an active Ontario securities license and preferably experience with CRM systems. This position offers flexible hours and opportunities for...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. We are...

This range is provided by Altis Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$60,000.00/yr - CA$60,000.00/yr Are you ready to elevate your sales career? Altis is seeking a dynamic Licensed Sales Representative to join our client in the insurance sector! If you have...

At Conexus, we are focused on supporting our members with their needs of today, while also helping them pursue their goals for the future. It’s more than conducting a banking transaction, it’s about providing insightful content, tools, expert advice, and a full suite of products to inspire confidence in their financial decision-making. We prioritize...

Overview of the role We’re on a mission to modernize insurance, making it simpler, more accessible, and customer-first. The insurance industry is a $1T market that has remained largely untouched by the digital revolution, and PolicyMe is here to change that. As a remote-first, Toronto-based startup with big ambitions, we’re looking for a Bilingual...