11 meilleures offres (investment advisor assistant, calgary, ab) (à pourvoir)

Wealth Associate
Canaccord Genuity Corp. —Calgary, AB
- Temps plein
- Salesforce
- Microsoft Office
- Compétences en communication
Investment Advisor Assistant
Ventum Financial Corp. —Calgary, AB
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Postuler rapidement
Advisor Service Centre Representative Bilingual- Calgary
Fidelity Investments —Calgary, AB
- De 58 000 $ à 72 000 $ par an
- Temps plein
- Bilingue
- Service à la clientèle
- Anglais
- Bourses d'Études
- Congés payés
Administrative Assistant
CIBC —Calgary, AB
- Temps plein
- Expérience administrative
- Sens de l'organisation
Financial Advisor Assistant
Eau Claire Partners Inc. —Calgary, AB
- De 18 $ à 20 $ de l’heure
- Temps partiel
- Microsoft Office
- Comptabilité
- Sens de l'organisation
Postuler rapidement
Licensed Financial Advisor Assistant
Raymond James Financial, Inc. —Calgary, AB
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Licensed Wealth Advisor Assistant
Raymond James Financial, Inc. —Calgary, AB
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Business Development Representative (Calgary Office)
Fidelity Investments —Calgary, AB
- De 54 000 $ à 66 000 $ par an
- Temps plein
- Vente
- Service à la clientèle
- Capacités de présentation
Wealth Advisor (Winnipeg & Multiple locations available)
Fidelity Investments —Calgary, AB
- De 100 000 $ à 140 000 $ par an
- Temps plein
- Télétravail
- Bilingue
- Anglais
- Baccalauréat
- Régimes de participation aux bénéfices
- Bourses d'Études
iAWIS Transition Lead (contract)
Richardson Wealth Ltd —Calgary, AB
- De 110 000 $ à 120 000 $ par an
- Temporaire
- Travail hybride
- Compétences en communication
Postuler rapidement
Sessional Instructor: ISEC 641, Department of Computer Science, Faculty of Science
The University of Calgary —Calgary, AB
- Maîtrise
- Enseignement
il y a 9 jours

Related jobs to explore

Based on your search for investment advisor assistant

Assistant Service Manager
Northland Kia —Calgary, AB
Attend to guests through service order process. Maintain a safe and positive work environment and adhere to all safety standards.
De 80 000 $ à 130 000 $ par an
Postuler rapidement
Retail Store Manager
Best Buy Canada —Calgary, AB
Motivate, coach, develop and inspire your team to help customers find the perfect product or service. Internal Professional Coaching Program to further…
il y a 14 jours

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Investment Advisor Assistant
Canaccord Genuity Corp. —Toronto, ON
Assist Investment Advisors with processing and confirming client transactions; Deal directly with all clients, provide quotes and execute trading orders;
De 65 000 $ à 70 000 $ par an
Licensed Assistant
Allan Small Financial Group/IA Private Wealth —Scarborough, ON
Actively sharing knowledge and experience to enhance the development of all team members. Responding to client inquiries in a professional and responsive manner…
De 50 000 $ à 70 000 $ par an
Postuler rapidement

Show more jobs in cities nearby

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : investment advisor assistant (calgary, ab)

En vous connectant à votre compte, vous acceptez les conditions d'utilisation, la politique relative aux fichiers témoins et la politique de confidentialité de Workopolis.

Wealth Associate

Canaccord Genuity Corp.
Calgary, AB

Postuler dès maintenant

Détails du poste

Temps plein

Compétences

Investissement
Salesforce
Microsoft Office
Compétences en communication
Gestion du temps

Description complète du poste

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

About the role:

The Cartograph Group is looking for an experienced Administrative Assistant that is passionate in supporting clients and a team of advisors and associates. The Cartograph Group is focused on exceptional client servicing for high net worth clients.

Responsibilities:

Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
Assist Investment Advisors with processing, confirming and management of client transactions including: transfers, contributions, withdrawals, and account updates;
Maintain account lists and compile statistical information and reports;
Prepare, process and follow-up on client documentation for proper maintenance of accounts;
Coordinate with custodians and head office;
Assist with meeting preparation and follow-up;
Assist with servicing existing clients;
Perform additional administrative duties as required;
Assist with additional team projects as required;
Support new client onboarding workflows;
Execute a high degree of client follow-ups;

Skills & Qualifications:

CIRO Licensed as an Investment Representative required and Registered Representative preferred;
5 years of industry experience at a minimum;
Excellent communication and interpersonal skills;
Excellent organizational and time-management skills with a strong attention to detail;
Demonstrated ability to meet deadlines, take initiatives and manage competing priorities;
Ability to work collaboratively and effectively with team members and clients at all levels;
Intermediate to advanced computer skills: good working knowledge of MS Office programs;
Experience with Dataphile, Envestnet, Salesforce and netx360 would be an asset;

#LI-SK1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

Postuler dès maintenant

Affinez votre recherche

investment advisor assistant emplois - calgary, ab

Wealth Associate

Investment Advisor Assistant

Advisor Service Centre Representative Bilingual- Calgary

Administrative Assistant

Financial Advisor Assistant

Licensed Financial Advisor Assistant

Licensed Wealth Advisor Assistant

Business Development Representative (Calgary Office)

Wealth Advisor (Winnipeg & Multiple locations available)

iAWIS Transition Lead (contract)

Sessional Instructor: ISEC 641, Department of Computer Science, Faculty of Science

Related jobs to explore

Explore jobs in cities nearby

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : investment advisor assistant (calgary, ab)

Outils pour les chercheurs d'emploi

Outils Employeurs

Parcourir

Garder le contact