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...

**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 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...

CI Financial is a global wealth management and asset management advisory services company. We're seeking a skilled Sales and Service Administrator to join our team and provide administrative support to advisors with various financial tasks.About the JobThis role requires an individual with excellent organizational and communication skills, as well as the...

Job Description - 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 dealer offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.How does the...

**Job Description**As a Financial Operations Assistant, you will play a critical role in supporting our Financial Advisors in their daily activities. Your key responsibilities will include preparing and reviewing reports, processing transactions, handling client communications, and maintaining accurate records.You will have the opportunity to work closely...

**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 the RoleThis is an exceptional opportunity to join a leading Canadian financial services firm as an Investment Advisor Assistant. In this role, you will play a critical part in supporting our Financial Advisors in delivering top-notch service to our clients. Your expertise in administration, communication, and problem-solving will help drive business...

Raymond James Financial is a leading independent investment dealer offering high-quality investment products and services to Canadians. As a Senior Financial Advisor Assistant, you will contribute to our team's success by providing exceptional support and service to our clients and colleagues.To succeed in this role, you will need a solid understanding of...

Job DescriptionRole Impact: As a Senior Financial Advisor Assistant, you will play a crucial role in ensuring the smooth operation and support of our team and clients.Key Responsibilities:Develop processes ensuring best practices and consistent delivery of client experience.Review and refine service offering.Fulfill multiple roles when needed (i.e., coverage...

At Raymond James, we are committed to providing exceptional client service and building long-term relationships with our clients. As a Financial Operations Assistant, you will play a critical role in supporting the success of our clients and contributing to the growth and success of our organization. Your responsibilities will include preparing and reviewing...

**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...

Our client, a leading international financial group, is seeking an experienced contract accounting professional to join their team as an Assistant Controller. This six-month contract role will provide the successful candidate with an excellent opportunity to work in a dynamic and challenging environment.As Assistant Controller, you will be responsible for...

**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...

About the Position:This is an exciting opportunity to join our team as a Licensed Sales Assistant. You will play a critical role in supporting our financial advisors, processing client transactions, and maintaining accurate records. To succeed in this position, you will need strong organizational and communication skills, as well as the ability to work...

This service is set to disconnect automatically after {0} minutes of inactivity. Your session will end in {1} minutes. Click OK to reset the timer to {0} minutes.You have been signed out. This service is set to sign out after {0} minutes of inactivity.Job Description - Senior Financial Advisor Assistant (2500124)DescriptionAt Raymond...

WHO ARE WE? Selectpath Benefits & Financial Inc. works in partnership with our clients to guide them along “the Right Path” to financial security and success by implementing customized solutions through innovation, excellence and integrity. Our team of industry experts specializes in benefits and pension, personal and corporate financial planning,...

Who is Visconti Financial Group Inc? Visconti Financial Group Inc is a Financial Planning practice located in Markham, Ontario with over 16 years of industry expertise providing holistic financial planning solutions to young families, professionals, business owners, pre retirees and retirees. Services range from Retirement Income Planning, Portfolio...

Who is Visconti Financial Group Inc? Visconti Financial Group Inc is a Financial Planning practice located in Markham, Ontario with over 16 years of industry expertise providing holistic financial planning solutions to young families, professionals, business owners, pre retirees and retirees. Services range from Retirement Income Planning, Portfolio...