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...

**ABOUT US** CI Global Asset Management is one of the country’s largest investment fund companies. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group...

KB Financial Solutions is a growing financial advisory firm specializing in personalized financial planning, mortgage solutions, and insurance services. We are dedicated to helping high-income professionals, business owners, and families achieve their financial goals through tailored solutions and expert guidance. We are seeking a Financial Services...

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 ahighly organized and detail-oriented Assistantto support two Independent Financial Advisors with over 20 years of experience. This is an excellent opportunity...

**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, Licensed/Unlicensed** We are wanting to grow our office and are seeking an assistant to work closely with our Financial Advisors as part of our administrative team. We are looking for a client‐focused administrative professional with experience working in a financial advisory office and is familiar with financial...

The Financial Advisor's Assistant provides administrative, client service, and operational support to one or more financial advisors. This role ensures the smooth day-to-day functioning of client accounts, assists in preparing financial reports and documentation, and helps maintain strong client relationships through exceptional service and attention to...

**SUMMARY OF ROLE**: We are currently seeking a **Licensed Financial Assistant** to join our team in Mississauga and support the operations of the _Ferguson Financial Planning_ team at Assante Capital Management. The **Licensed Financial Assistant** will play a crucial role in facilitating account management and administrative tasks to ensure the smooth...

**Job Title**: Financial Planning Assistant **Location**: Vancouver (Kitsilano), BC **Position**: Full-time _(with potential work-from-home options)_ **About Us**: We are a financial planning firm based in Kitsilano, Vancouver, providing comprehensive financial planning services, along with investment, individual insurance, and group insurance products to...

Job Summary: Seed Pacific Financial Group committed to providing exceptional financial planning services to our clients. With a dedication to integrity, professionalism, and personalized solutions, we strive to help our clients achieve their financial goals and secure their futures. **Position**: Financial Advisor Assistant **Duties**: - Oversee and...

**Who we are** ClearView Financial Solutions offers tax and financial planning services based on the importance of building savings with tax strategies and providing comprehensive planning for all stages of life. We help clients create plans based on sound advice and help them discover the best strategies to meet their objectives, leading them to a...

About Us We’re a growing private wealth management firm in Dover, Delaware, on a mission to help people feel confident and excited about their financial future. Our team believes in building real relationships, simplifying complex financial concepts, and showing up with heart and integrity every day. If you value meaningful work and being part of a...

A job opportunity for those obtaining great planning and organization skills. A dynamic person with the ability to create workflows, speak on the phone with assertiveness, self-motivated and has multi-tasking ability. The role is best suited for those with experience in segregated fund investment accounts, life insurance processing, data collection,...

**Job description** MKS Financial Services, located in Regina, Saskatchewan, is known for helping protect the financial well-being of families, businesses, and employees. We are looking to add one (1) Marketing Assistant to our team. Preference will be given to someone with experience in the life insurance and/or investment industry. We are looking for...

Arbutus Financial Services (AFS) is a comprehensive financial services firm, serving the needs of individuals, companies, business owners, and their families. Located in Vancouver we have a thriving practice and a fun dynamic work environment with great people. We pride ourselves in holding values that are Professional, Accountable, Committed, and Thorough -...

Overview 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...

Overview Financial Analyst, US Statutory Financial Reporting and Accounting role at Foresters Financial. This hybrid position requires a minimum of two days per week in the office. The role reports to the Manager, US Statutory Financial Reporting and Accounting and supports the quarterly and annual statutory filings for the U.S. Branch of The Independent...

**Financial Advisor - Burnaby Branch** Delivering senior advisory services in our Financial Spa in Burnaby, this position is responsible for fostering valued relationships with an established book of assigned clients by promoting financial wellness across all credit, investment, insurance and banking products. The Financial Advisor will collaborate with...

All referred applicants must first be submitted through Workday by a current Loblaw Colleague. **Location**: 500 Lakeshore Blvd. West, Toronto, Ontario, M5V 2V9 When you hire great people, great things can happen. PC Financial offers unprecedented value to Canadians through payment products. We're a different kind of bank with a different type of...

**Please note that this a contract to cover maternity leave from**November 2025 to April 2027** **Why GM Financial?** GM Financial is the wholly owned captive finance subsidiary of General Motors. We are a global provider of auto finance solutions. We offer attractive retail financing and lease programs to meet the needs of each customer. We also offer...