Jobs: assistant financial

Exciting Career Opportunity: Licensed Assistant Manulife Securities Incorporated Douglas Financial is seeking an IIROC Licensed Assistant. Douglas Financial is a family owned business operating since 1982. - Successful completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH); IIROC Licensed - Trading support: order...

We're looking for a detail-oriented and curious Financial Research Assistant to join our team at ATB Financial. In this role, you'll support senior analysts in researching and developing investment solutions for our clients.Key responsibilities include:Conducting research on financial products and services.Analyzing data to identify trends and...

**Administrative Assistant (Financial)** - 2201958 Raymond James Financial Planning/Ameli & Associates is looking for an entry-level Administrative Assistant to work in our downtown Toronto office as part of our Wealth Advisory Team. - RESPONSIBILITIES- Assist in administrative duties with regards to client needs and Raymond James document account...

**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...

**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...

Key Responsibilities">Foster and support client relationships by liaising with clients, responding to requests, and demonstrating proactive problem-solving;Support clients' general day-to-day administrative and trade requests in a timely and confidential manner;Handle incoming and outgoing phone calls with clients and respond to requests for...

**Financial Advisor Assistant** **Company Description** Located in Dieppe NB, _**Axis Financial Group Inc.**_ offers financial planning services to its clients and is committed to providing value-added financial advice. For more information on our company and services, please visit our website: _**axisfinancial.ca**_. **The Role** **Key...

**Job Overview** We are looking for a professional, detail-oriented Financial Advisor Assistant to join our growing advisory practice. This role offers flexibility in either a full-time or part-time capacity and is ideal for someone with strong organizational skills, administrative experience, and the ability to support client-facing activities. **Key...

At Raymond James, we're seeking a skilled Financial Services Assistant to join our team. This role will provide administrative support to our Financial Advisors and contribute to the success of our Branch.The ideal candidate will be a self-motivated individual with exceptional administrative skills and a dependable nature. They will have the ability to work...

**About us** Wolfond Financial is a small business in Regina, SK S4S 6W8. We are fast-paced, customer-centric, and supportive. Our work environment includes: - Modern office setting - Growth opportunities Wolfond Financial is looking for an experienced Administrative Financial Assistant to join our team. You will support a growing practice and a...

**About us** Wolfond Financial is a small business in Regina, SK S4S 6W8. We are fast-paced, customer-centric, and supportive. Our work environment includes: - Modern office setting - Growth opportunities Wolfond Financial is looking for an experienced Administrative Financial Assistant to join our team. You will support a growing practice and a...

**EDMOND FINANCIAL GROUP** is a forward-thinking financial services company with a passion for sustainability and a commitment to helping make our community — and our world — a better place. For more than thirty years, we have lived by the simple truth that people don’t care how much you know until they know how much you care. That is why we strive to...

Required Skills and QualificationsA minimum of 2-3 years of administrative assistant experience in a fast-paced environmentExperience in a Financial Services environment, preferably with knowledge of investment products (such as Mutual Funds, RRSP, RRIF, and administrative tax knowledge)Benefits:Hybrid work environment offering flexibility for employees to...

**Financial Advisor Assistant** - 2402997 - 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...

**Financial Advisor Assistant** - 2403759 - 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...

**About the Role**This Investment Advisor Assistant position plays a vital role in supporting our Financial Advisors and Branch teams in providing exceptional client service. The ideal candidate will possess excellent administrative skills, a dependable nature, and a strong ability to work within deadlines independently and as part of a team.

As a Senior Wealth Advisor Support at Raymond James, you will play a vital role in helping our team deliver exceptional client service and grow our clients' wealth.This is an exciting opportunity for a highly motivated and organized individual who is passionate about the financial services industry and wants to make a meaningful contribution to our team's...

The role of a Financial Services Assistant at Raymond James Ltd. is to provide exceptional administrative support to the team and clients.Key Responsibilities:Prepare and review financial reports, client correspondence, and project workProcess and follow up on security transactions and transfersHandle incoming and outgoing phone calls with clientsFoster and...

**Who are we ?** WSC Financial Solutions is a multi - advisor corporation associated with Sun Life Financial, located in Oakville Ontario. We are a 14-member team, specializing in financial planning, wealth management and insurance strategies. Our clients include higher net worth individuals and families, business owners, professionals, and group insurance...

**Job Title: Financial Advisor Assistant at Griffin Financial Services Inc.** **, Permanent, Location: South Edmonton** The Bert Griffin Team is an independent financial planning office operating across Canada since 1994. Our goal is to provide Wealth Management Solutions to help our clients grow, preserve and protect their assets to build long-term...