Jobs: assistant financial

**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** - 2301177 After years of rapid growth, LT Wealth Management Partners is ready to expand our team. We are currently in search of a Financial Advisor Assistant who can help propel our client experience to the next level. Your primary role will be ensuring that every client is on track to meet their financial goals. You will...

**Financial Administrative Assistant** **Financial Strategies Group** was established in 1997. Since then, our mission has never wavered: We provide customized investment strategies and specialized insurance solutions to enable a long-term focus on client wealth accumulation. The need for our services is growing and therefore we are looking for a new team...

**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 Opportunity: Assistant to Independent Financial Advisors Location: Winnipeg, Manitoba Position: FULL-TIME Are you looking to join a dynamic, experienced team of financial professionals? We are seeking a highly organized and detail-oriented Assistant to support two Independent Financial Advisors with over 20 years of experience. This is an excellent...

Job Opportunity: Assistant to Independent Financial AdvisorsLocation: Winnipeg, ManitobaPosition: FULL-TIMEAre you looking to join a dynamic, experienced team of financial professionals? We are seeking a highly organized and detail-oriented Assistant to support two Independent Financial Advisors with over 20 years of experience. This is an excellent...

Job Opportunity: Assistant to Independent Financial AdvisorsLocation: Winnipeg, ManitobaPosition: FULL-TIMEAre you looking to join a dynamic, experienced team of financial professionals? We are seeking a highly organized and detail-oriented Assistant to support two Independent Financial Advisors with over 20 years of experience. This is an excellent...

Job Opportunity: Assistant to Independent Financial AdvisorsLocation: Winnipeg, ManitobaPosition: FULL-TIMEAre you looking to join a dynamic, experienced team of financial professionals? We are seeking a highly organized and detail-oriented Assistant to support two Independent Financial Advisors with over 20 years of experience. This is an excellent...

**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...

**Who are we?** WSC Financial Solutions is a multi-advisor corporation associated with Sun Life Financial, located in Oakville Ontario. We are a 15-member team, specializing in financial planning, wealth management and insurance strategies. Our clients include high net worth individuals and families, business owners, professionals, and group insurance...

**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...

The Marketing/Administrative role is highly interactive with the advisor, clients and office visitors where the primary goal is to deliver superior client service. This position requires initiative, drive and the ability to build relationships while adhering to compliance rules relating to client financial information.Responsibilities:Professionally respond...

Job Description Financial Planner Assistant Join Our Growing TeamOur rapidly expanding financial planning firm is seeking a detail-oriented and proactive Financial Planner Assistant to support our lead advisors. If you’re passionate about financial planning, thrive in a collaborative environment, and are eager to grow your career in wealth management, this...

Education: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends) - Prepare company, industry and economic...

**Opportunity: Personal Assistant / Client Support - Boutique Financial Firm** We are a small, boutique financial services firm located in Cloverdale, BC, specializing in comprehensive investment and insurance solutions for a select clientele. We are currently seeking a highly organized and personable individual to join our team as a **Personal Assistant /...

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...

**About Us**: Founded in 2020, Ai Financial’s core team brings over 20 years of experience from Stock market, Options, Investment banking, banking, mutual fund, insurance and segregate fund. We provide Canadian residents with professional investment advice and asset management services. Our mission is simple: to empower all Canadians to achieve a happy,...

We are currently seeking a Financial Planner to join our team. The Financial Planner is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and lending services. The role will work to consolidate investment...

Career Opportunity Role Title Financial Analyst, US Statutory Financial Reporting and Accounting Purpose of role Reporting to the Manager, US Statutory Financial Reporting and Accounting, this position will play a pivotal role in supporting the completion of the quarterly and annual statutory filings for The U.S. Branch of The Independent Order of...