wealth assistant

Launch Your Financial Planning Career – Advisor Assistant (Oakville) Are you a recent graduate of a Financial Planning program with both your Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) completed? Do you thrive in a fast-paced environment and have a genuine passion for helping others achieve their financial goals? If so, we...

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 wealth management needs. How does the role impact the organization? Raymond James Ltd....

Application InformationAs Wealth Assistant, you will be part of a growing Regina Financial Services organization and team of specialists who have earned a reputation of integrity and trusted financial advice.If you enjoy a role that utilizes your skills in providing administrative, office and client relationship support, this may be ideal for you! This is a...

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 wealth management needs. Wealth Advisor Assistant How does the role impact the...

The National Bank of Canada seeks a Wealth Associate to collaborate with clients and wealth advisors, delivering exceptional service and supporting investment activities. You will handle routine financial operations, manage client files, prepare reports, and help ensure compliance, working closely with a wealth advisor to enhance the client experience.This...

The National Bank of Canada seeks a Wealth Associate to collaborate with clients and wealth advisors, delivering exceptional service and supporting investment activities. You will handle routine financial operations, manage client files, prepare reports, and help ensure compliance, working closely with a wealth advisor to enhance the client experience. This...

Raymond James Ltd. is seeking a capable administrator to support Financial Advisors by preparing reports, processing transactions, and maintaining client relationships.The role emphasizes attention to detail, confidentiality, effective time management, and teamwork in a fast-paced environment. The successful candidate will have post-secondary education, and...

Discover your potential as a Wealth Management Assistant at Desjardins, focusing on personalized client solutions and financial product sales. Build strong relationships and drive results in this rewarding role. Your responsibilities will include supporting client relationships through effective engagement and securities product offerings. You will manage...

Support client relationships as a Wealth Management Assistant at Canaccord Genuity in Vancouver. Collaborate with Investment Advisors to ensure seamless transaction processing and account maintenance.Canaccord Genuity is seeking a detailed and energetic individual to enhance its Wealth Management team. This role requires a proactive approach to assist...

CIBC Wood Gundy in Toronto is seeking a detail-oriented Administrative Assistant to support the Investment Advisor team servicing high-net-worth clients. You will help manage client files, prepare proposals, and coordinate activities to keep client accounts organized and compliant. On-site, full-time role with a base annual salary range of 48,880 to 53,870...

A leading bank in the Americas is seeking an Assistant Branch Manager in Calgary. This role is vital for maintaining client service excellence and supporting advisor teams. Candidates should have over 5 years of investment industry experience and approval as a Registered Representative. The position offers opportunities for coaching and professional growth...

Explore a long-term career as a Wealth Assistant with a respected Financial Services organization in Regina. This role offers the chance to provide critical support to clients and the Senior Financial team. As Wealth Assistant, your duties will include building and managing client relationships while delivering vital administrative support. This position is...

Discover your potential as a Wealth Management Assistant at Desjardins, focusing on personalized client solutions and financial product sales. Build strong relationships and drive results in this rewarding role. Your responsibilities will include supporting client relationships through effective engagement and securities product offerings. You will manage...

Raymond James Ltd. is Canada\'s leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized wealth management solutions.The Wealth Advisor Assistant role focuses on administrative support, client service, and facilitating smooth onboarding for Canadian and US clients. The position emphasizes...

Canaccord Genuity Group Inc. in Oakville seeks an energetic, organized individual to join our Wealth Management team. The role supports a Wealth Management group in establishing and maintaining strong client relationships. The position involves processing transactions, quotes, and trading orders, plus maintaining client documentation and reports. A...

A leading Canadian bank seeks a Wealth Associate to support investment advisors by providing exceptional customer service. Key responsibilities include analyzing client files, managing financial transactions, and ensuring compliance. The ideal candidate has a college diploma, relevant experience in the financial sector, and strong knowledge of Microsoft...

Application Deadline:09/25/2026Address:1501 McGill College AvenueJob Family Group:Wealth Sales & ServiceBMO Nesbitt Burns has been a cornerstone of Canada’s investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market...

RBC Dominion Securities in Halifax, NS is seeking an Administrative Assistant to support client accounts and advisor teams. You will handle account administration, documentation, and compliant processes, ensuring timely service to clients and smooth operations. The role emphasizes handling inquiries, coordinating with the Investment Advisor, and maintaining...

CIBC Wood Gundy in Toronto is seeking a detail-oriented Administrative Assistant to support the Investment Advisor team servicing high-net-worth clients. You will help manage client files, prepare proposals, and coordinate activities to keep client accounts organized and compliant.On-site, full-time role with a base annual salary range of 48,880 to 53,870...

A leading company in wealth management is looking for a Licensed Sales Assistant to support financial advisors and ensure efficient office operations. The role engages in client interactions, service requests, and trade processing while promoting personal growth in a supportive environment. Candidates should have post-secondary education and relevant...