A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. In this role, you will help investment advisors to stand out by offering exceptional customer service that wil...
Administrative Assistant - Finance, Investment Management
About the company:
iA Private Wealth is a Canadian company with a diversified business ranging from wealth management to group pensions. It is a major player in the Canadian market where it se...
Investment Assistant (IIROC)
Our client in the Wealth Management industry is looking for an Investment Assistant to join their team in North York. Your role as a Client Service Coordinator is to work alongside Portfolio Managers to deliver hi...
Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds (the “Pools”) that are distributed through investment dealers and mutual...
Financial Planner Assistant
Our company is growing rapidly and is hiring a Financial Planner Assistant. If you are looking for an exciting place to work, please look at the description below.
This position is an advisor support position that p...
Our client very successful wealth manager is currently looking for an Investment Advisor Assistant in the Markham area. This is an excellent opportunity for highly motivated individuals interested in developing their careers in financial services.
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Schedule: 4 days in-office, 1 day remote
Overview: We are seeking an experienced investment advisor assistant for our client in Richmond Hill. The successful candidate will primarily work in-office four days a week and remotely for one...
JOB STATEMENT:
Guardian Capital Group Limited (“Guardian”) is a diversified, global financial services company with expertise in Investment Management and Wealth Management. With over $50 billion in assets under management and administration, ...
As an investment consulting analyst, you will work with our Canadian Investment practice to provide support on a range of investment services to Defined Benefit and Defined Contribution plans and other institutional entities. Support will be require...
Story Behind the Need:
• Business group: client Fund Accounting team oversees the maintenance of financial records regarding investment funds. Working to ensure accounting records are kept for the investor/portfolio activities.
• Project: The su...