Administrative Assistant to Financial Advisor

4 hours ago


New Liskeard, Canada St.Cyr & Associates Full time

**Job Summary**
We are seeking an organized and detail-oriented **Administrative Assistant** to support our Financial Advisor. This role is primarily administrative, with limited client interaction, and is key to ensuring smooth operations and efficient client service.

**Key Responsibilities**:

- Prepare and organize client meeting materials, summaries, and reports for the Financial Advisor
- Process and follow up on client transactions and paperwork by communicating with product providers.
- Maintain accurate client records and files
- Assist with internal reporting and administrative tasks as needed
- Coordinate schedules and manage documentation to support day-to-day operations

**Qualifications**:

- Previous administrative experience, ideally in financial services, banking, or a related field
- Strong organizational skills and attention to detail
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- Ability to handle confidential information with discretion
- Strong communication and time management skills
- Bilingual (English and French)

**Why Join Us**:

- Opportunity to work closely with a seasoned Financial Advisor
- Professional development in the financial services industry
- Collaborative and supportive team environment
- Be part of a growing firm and contribute to our continued success
- Join us in enjoying our newly renovated office space

**Job Types**: Full-time, Permanent

Pay: From $50,000.00 per year

**Benefits**:

- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match

**Language**:

- French (required)

Work Location: In person

Expected start date: 2026-01-12



  • New Liskeard, Canada Doane Grant Thornton Full time

    **Who we are** You know those big cities that still feel like small towns? Where everyone’s friendly and helps each other out? That’s like Doane Grant Thornton. Except here we’re all professionals and there isn’t a mayor or a general store. What we’re trying to say is that we’re a large and growing professional services firm that still feels like...


  • New Liskeard, Canada exp Full time

    **Employee Referral Bonus $1000** **Assistant Contract Administrator** **New Liskeard, ON** Are you ready to design your future? Be our next **Assistant Contract Administrator! EXP’s New Liskeard office is seeking an **Assistant Contract Administrator **to join our Team and lead the construction phase on various municipal and...


  • New Liskeard, Canada Need A Car New Liskeard Full time

    Job Summary: We are seeking a highly motivated and results-driven Automotive Assistant to join our team. We’re looking for a motivated and dependable Automotive Assistant to join our team and support daily operations in a dynamic, hands-on environment. The Automotive Assistant will support technicians, service advisors, and dealership staff with a range...


  • New Westminster, Canada MD Financial Management Full time

    Requisition ID: 233777 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients....


  • New Liskeard, Canada Desjardins Group Full time

    A leading financial cooperative is seeking a Wealth Management Advisor in Cochrane, Alberta. This role involves developing and maintaining trusting relationships with clients, advising them on financial strategies, and managing their financial goals. Candidates should have a Bachelor's degree, a mutual fund representative certificate, and strong...

  • Advisor Associate

    1 week ago


    New Westminster, British Columbia, Canada MD Financial Management | Gestion financière MD Full time

    Requisition ID: 246910Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Regional Administrative Specialist contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's...


  • New Liskeard, Canada Desjardins Full time

    As a wealth management advisor at Desjardins Ontario Credit Union , you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose...

  • Financial Advisor

    6 days ago


    New Tecumseth, Canada RBC Full time

    Job Description 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 proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...


  • New Liskeard, Canada Wabi Iron & Steel Corp. Full time

    **Job Overview** **Key Responsibilities** **Administrative Support** - Provide general administrative support to the team. - Answer phone calls and greet visitors in a professional manner. - Prepare and organize correspondence and internal communications. - Perform data entry, word processing, and document creation. - Handle weekly mail duties: pick-up,...

  • Financial Advisor

    1 week ago


    New Tecumseth, Canada Royal Bank of Canada> Full time

    Job 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 our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...