wealth assistant

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 AssistantHow does the role impact the...

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 AssistantHow does the role impact the...

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...

We're looking for a skilled Administrative Assistant to join our new Carberry Branch!  In this role you will provide administrative and sales support to the Journey Wealth Team. Journey Wealth provides financial planning and investment support, and this role focuses on enhancing these relationships through day-to-day monitoring, maintenance and follow-up of...

CI Financial is seeking a Licensed Associate to join the Assante team in Canada. The role focuses on helping clients build robust financial plans, analyze investments, and support Wealth Advisors with insightful service.The ideal candidate brings post-secondary education, recognized licenses, and a client‑facing mindset. This onsite position offers a...

Support the Wealth Management team at Canaccord Genuity in Calgary as an Investment Advisor Assistant. Provide exceptional client service and handle administrative tasks to strengthen client relationships. Canaccord Genuity is on the lookout for an organized and proactive individual to join its Wealth Management team. As an Investment Advisor...

CI Financial is seeking a Licensed Associate to join the Assante team in Canada. The role focuses on helping clients build robust financial plans, analyze investments, and support Wealth Advisors with insightful service.The ideal candidate brings post-secondary education, recognized licenses, and a client‐facing mindset. This onsite position offers a...

CI Financial is seeking a Licensed Associate to join the Assante team in Canada. The role focuses on helping clients build robust financial plans, analyze investments, and support Wealth Advisors with insightful service.The ideal candidate brings post-secondary education, recognized licenses, and a client‑facing mindset. This onsite position offers a...

CI Financial is seeking a Licensed Associate to join the Assante team in Canada. The role focuses on helping clients build robust financial plans, analyze investments, and support Wealth Advisors with insightful service. The ideal candidate brings post-secondary education, recognized licenses, and a client‑facing mindset. This onsite position offers a...

Support the Wealth Management team at Canaccord Genuity in Calgary as an Investment Advisor Assistant. Provide exceptional client service and handle administrative tasks to strengthen client relationships. Canaccord Genuity is on the lookout for an organized and proactive individual to join its Wealth Management team. As an Investment Advisor Assistant, you...

Support the Wealth Management team at Canaccord Genuity in Calgary as an Investment Advisor Assistant. Provide exceptional client service and handle administrative tasks to strengthen client relationships.Canaccord Genuity is on the lookout for an organized and proactive individual to join its Wealth Management team. As an Investment Advisor Assistant, you...

We're looking for a skilled Administrative Assistant to join our new Carberry Branch! In this role you will provide administrative and sales support to the Journey Wealth Team. Journey Wealth provides financial planning and investment support, and this role focuses on enhancing these relationships through day-to-day monitoring, maintenance and follow-up of...

We're looking for a skilled Administrative Assistant to join our new Carberry Branch! In this role you will provide administrative and sales support to the Journey Wealth Team. Journey Wealth provides financial planning and investment support, and this role focuses on enhancing these relationships through day-to-day monitoring, maintenance and follow-up of...

We're looking for a skilled Administrative Assistant to join our new Carberry Branch! In this role you will provide administrative and sales support to the Journey Wealth Team. Journey Wealth provides financial planning and investment support, and this role focuses on enhancing these relationships through day-to-day monitoring, maintenance and follow-up of...

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...

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...

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 RBC Dominion Securities clients in Toronto through warm service, strong organization, and efficient administrative coordination. This is a part time position.As an Administrative Assistant, you will support an Advisor team within RBC Wealth Management. You will help maintain client relationships and welcome new clients through exceptional service....

Support wealth management clients and advisors as an Administrative Assistant with RBC Dominion Securities in Timmins, Ontario. Apply organization and communication skills daily.RBC Dominion Securities seeks a resourceful, empathetic Administrative Assistant for its Timmins branch. You will provide ongoing client service and internal support while...

Work Location: Concord, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $96,900 - $136,800 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...