Jobs: financial assistant

**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...

**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...

**Financial Advisor Assistant** - 2400795 - 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...

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...

We are an independent financial planning firm situated in Hamilton, Ontario, seeking a dedicated administrative assistant to join our team. We are expanding our operations and require an organized and detail-oriented individual to contribute to our continued success. This is a full-time position offering a long term opportunity for the right candidate.Work...

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 could be the...

Navigate Financial Solutions IncAdministrative Assistant – Financial ServicesLocation: Summerside, Prince Edward Island (In-Office Only)Employment Type: Full-Time, PermanentAnticipated Start Date: February 1, 2026Salary: $45,000 – $55,000 per yearBenefits: 100% employer-paid benefits, 3 weeks paid vacation, RRSP Match*RRSP match has 6 month waiting...

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...

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...

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) administrative professional to our team. Preference will be given to someone with experience in the life insurance and/or investment industry. We are looking for someone proactive...

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 Languages: English Education: College/CEGEP Experience: 1 year to less than 2 years On site: Work must be completed at the physical location. There is no option to work remotely. Responsibilities Identify clients' financial goals and objectives Analyze clients' financial records Develop financial plans for clients Review and examine financial...

OverviewLanguagesEnglishEducationCollege/CEGEP Experience1 year to less than 2 yearsOn siteWork must be completed at the physical location. There is no option to work remotely.ResponsibilitiesTasksIdentify clients' financial goals and objectives Analyze clients' financial records Develop financial plans for clients Review and examine financial services and...

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. This role meets regularly with assigned members to...

**About Us** Reformed 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...

Job Type: Support Staff - Union Bargaining Unit: Local 2110 Regular/Temporary: Regular Hours Per Week: 35 Salary Range: $55,805 - $56,805 The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training....

**Seeking Financial Assistant - Vast Education Training Inc.** Location: Richmond, Canada **About Us**: Vast Education Training Inc. is a leading institution dedicated to providing exceptional educational experiences to learners of all ages. Our commitment to excellence and innovation drives us to continually enhance our programs and services, ensuring...

**Job Overview** **Duties** - Assist in the preparation and maintenance of financial reports and documents. - Process invoices, payments, and other financial transactions accurately. - Support the finance team in budgeting and forecasting activities. - Maintain organized financial records and documentation for easy retrieval. - Utilize financial software to...

Kickstart Your Career as a Financial Consultant (Wealth & Retirement) Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? At Manulife, we’re committed to making every day better for people around the world. If you’re an ambitious individual who shares our values and is eager to begin your journey as a...