Financial Advisor - Southview
Servus Credit Union
— Medicine Hat, ABParticipating and assisting in business development plans through corporate/branch marketing campaigns. Building a comprehensive knowledge of the local market,…
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Administrative Assistant & Receptionist
Harbourfront Wealth Management
— Courtenay, BCHandle incoming and outgoing phone calls with clients and respond to requests for information; Answering phone calls promptly, screening calls and redirecting…
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Paralegal/Legal Assistant
Insure Wealth Group Inc.
— Kelowna, BCAnswers telephone calls and refers to the appropriate staff member or takes messages if staff member is unavailable. Minimum typing speed of 40 wpm.
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Licensed Sales Assistant
BMO Financial Group
— Vancouver, BCA recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. We’re here to help.
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Health and Safety Coordinator
Conuma Resources
— Tumbler Ridge, BCValid driver’s license for area assigned. Reviews Field Level Hazard Assessment (FLHA) cards for quality and compliance with the FLHA program; identifies…
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Compliance Administrator
Canaccord Genuity Corp.
— Vancouver, BCPerform time-sensitive tasks (e.g. year end and regulatory audit inquiries) quickly in response to regulatory and client inquiries;
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Client Sales Assistant
Walker Financial
— Owen Sound, ONEffectively managing the day-to-day operations of our office, keeping files and databases up to date, answering phone calls and greeting clients.
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Assistant
National Bank of Canada
— Shawinigan, QCAnalyze client accounts to prepare for activities that support investment advisors in their business development. College diploma in a related field.
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Administrative Assistant, Wealth Management (3 Month Contract)
Canaccord Genuity Corp.
— Toronto, ONData entry for large transition, collection of account information; Experience with processing Corporate Actions events is an asset.
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Assistant Wealth Management
National Bank of Canada
— Montréal, QCAnalyze client accounts to prepare for activities that support investment advisors in their business development. College diploma in a related field.
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Associate
National Bank of Canada
— Regina, SKAnalyze client accounts to prepare for activities that support investment advisors in their business development. College diploma in a related field.
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Client Service Assistant - First Nations / Métis / Inuit
BMO Financial Group
— Waterloo, ONA recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. We’re here to help.
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Executive Assistant/Office Manager for Real Estate Office
Connect.ca Realty
— Toronto, ONValid driver's license and willingness to drive. Assist with CEOs social media accountants, personal branding and messaging.
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Manager, Individual Sales
Saskatchewan Blue Cross
— Saskatoon, SKBachelor's degree in a relevant field (i.e. Business Administration, Commerce), or an equivalent combination of education, training and experience is required.
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Client Services Associate (Financial Services)
Crossroads Staffing
— Orillia, ONWorking knowledge of investment products and plans is required. Prioritization - Ability to take direction and work concurrently with various stakeholders.
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Transfer Agency Accountant
DataCore Fund Services Inc.
— Mississauga, ONIs able to provide financial and non-financial administrative support to the Fund Managers, their Dealer's support team, and Financial Advisors via telephone…
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Investment Advisor Assistant - Victoria office
PI Financial Corp
— Victoria, BCManage incoming and outbound client phone calls. Respond to client inquiries on administrative questions. Maintain a current understanding of the regulatory…
Investment Advisor Assistant
Canaccord Genuity Corp.
— Vancouver, BCHave a license to trade with US individuals or be willing to become licensed in the US. Assist Investment Advisors with processing and confirming client…
Intern: Accounting Assistant
Lockheed Martin Corporation
— Montréal, QCA Wellness Spending Account to aid in your wellness journey. Student registered to an university co-op program is preferred. SAP and/or Quantum Experience.
Investment Advisor Assistant CIBC Wood Gundy
CIBC
— Winnipeg, MBWe work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined…
Administrative Assistant
Royal Bank of Canada
— Vancouver, BCA world-class training program in financial services. Demonstrated skills in providing world-class client service that will come across as professional, warm,…
ScotiaMcLeod Administrative Support Assistant - Toronto Plaza
Scotiabank
— Toronto, ONAs an Administrative Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams.
Assistant
Richardson Wealth Ltd
— Ottawa, ONResponsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners.
Bilingual Client Services Assistant & Office Administrator
Nevian
— Toronto, ONReporting to Head of Operations, as a Bilingual Client Services Assistant and Office Administrator, you will be responsible for inbound calls from advisors and…
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Financial Planner Assistant
Desjardins Financial Security Independent Network - Ottawa #118
— Ottawa, ONResponsibilities include data gathering and analysis, development of financial planning recommendations, implementation, and portfolio management.