advisor assistant

Company: Alterna Savings & Credit Union Ltd.  Location: 319 McRae Ave, Ottawa, ON  Job Type: Full time Target Salary Range: $50,000 - $60,000 The compensation for this position is determined by a combination of skills, experience and is aligned to the market in which the job is posted. Your recruiter will provide additional details about our total rewards...

Do you thrive in a fast-paced environment where you can leverage your administrative expertise and passion for financial planning? Our established Wealth Management firm in North York seeks a highly motivated Wealth Management Associate to join a dynamic team. You'll work closely with Senior Portfolio Managers, playing a key role in delivering exceptional...

About Haywood Haywood Securities is an investment firm that values its independence and its entrepreneurial spirit. Our analysts and advisors seek proven management in young companies that are built around fresh ideas with the potential for rapid growth in the energy, mining, technology and special situation sectors. Haywood offers these investment...

Launch Your Financial Planning Career – Advisor Assistant (Oakville) Are you a recent graduate of a Financial Planning program with both your Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) completed? Do you thrive in a fast-paced environment and have a genuine passion for helping others achieve their financial goals? If so, we...

Salary Range: $45,000 - $50,000Who we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for...

Investment Advisor Assistant – Toronto, ON   Full-Time | Wealth Management | Toronto, ON (Onsite / Hybrid) Our client, a well-established and highly respected independent Wealth Advisor within a leading Canadian investment firm, is seeking a dedicated and experienced Investment Advisor Assistant to join their Toronto-based team. This is a pivotal role for...

*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 wealth management needs. ***Licensed Financial...

COMPANY OVERVIEW Ventum Financial Corp. is an independent, Canadian-owned investment firm managing more than $8 billion in assets with nearly 400 employees across 13 offices nationwide. Founded on trust, experience and ambition, Ventum prioritizes excellence in client service. Our Private Client Services division comprises over 120 Investment Advisors,...

COMPANY OVERVIEW Ventum Financial Corp. is an independent, Canadian-owned investment firm managing more than $8 billion in assets with nearly 400 employees across 13 offices nationwide. Founded on trust, experience and ambition, Ventum prioritizes excellence in client service. Our Private Client Services division comprises over 120 Investment Advisors,...

COMPANY OVERVIEW Ventum Financial Corp. is an independent, Canadian-owned investment firm managing more than $8 billion in assets with nearly 400 employees across 13 offices nationwide. Founded on trust, experience and ambition, Ventum prioritizes excellence in client service. Our Private Client Services division comprises over 120 Investment Advisors,...

COMPANY OVERVIEW Ventum Financial Corp. is an independent, Canadian-owned investment firm managing more than $8 billion in assets with nearly 400 employees across 13 offices nationwide. Founded on trust, experience and ambition, Ventum prioritizes excellence in client service. Our Private Client Services division comprises over 120 Investment Advisors,...

Who we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional,...

**Who we are:** Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual,...

**About us:** As part of our Elite Wealth Management team, you will share our philosophy that is focussed on our client’s success, we provide insightful and personalized financial advice that is designed to achieve the individual needs of our clients. Operating at the highest levels of integrity and transparency, we give our clients clarity and peace of...

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 wealth management needs. Licensed Financial Advisor Assistant Who we are Perreira...

COMPANY OVERVIEW Ventum Financial Corp. is an independent, Canadian-owned investment firm managing more than $8 billion in assets with nearly 400 employees across 13 offices nationwide. Founded on trust, experience and ambition, Ventum prioritizes excellence in client service. Our Private Client Services division comprises over 120 Investment Advisors,...

Salary Range: $50,000 - $65,000Who we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for...

Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional,...

**Who we are:** Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry:  wealth management and capital markets.  CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual,...

**Investment Advisor Assistant** Acumen Capital Partners, a Calgary based boutique wealth management firm, has an opening for an Investment Advisor Assistant to join our team. This role supports the success and growth of Investment Advisors by organizing and monitoring accounts, placing trades, preparing required documentation, supporting compliance...