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Financial Advisor Assistant Jobs

Financial Advisor - Toronto Gta
By IG Wealth Management At Brampton, Ontario, Canada
Offer exceptional income potential, where your earnings are reflective of your efforts.
Provide industry-leading training, support, and ongoing development throughout your career
Support you through a team of advanced financial planning experts and a network of wealth planning, mortgage, and insurance planning specialists
Encourage independence and work-life synergy as you plan your schedule
Financial Advisor - Southwestern Ontario
By IG Wealth Management At Ancaster, Ontario, Canada
Offer exceptional income potential, where your earnings are reflective of your efforts.
Provide industry-leading training, support, and ongoing development throughout your career
Support you through a team of advanced financial planning experts and a network of wealth planning, mortgage, and insurance planning specialists
Encourage independence and work-life synergy as you plan your schedule
Financial Advisor Jobs
By Servus Credit Union At Rimbey, Alberta, Canada
Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
Building a comprehensive knowledge of the local market, competitive offers, and economic trends
Post-secondary education in Finance (or related studies)
Demonstrating excellent communication skills and engaging members in conversations to finding out their immediate needs
Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss
Financial Assistant Jobs
By Canadian Mental Health Association Kamloops Branch At Kamloops, British Columbia, Canada
Key Skills and Experience Required
·Minimum of 2 years related experience.Combination of education and experience will be considered
·Preparing monthly reports, bank reconciliations and bank deposits
·Accounts receivable and accounts payable processing, including coding to various departments
·Serve as liaison to vendors and resolve any billing inquiries in a timely fashion
·Conduct periodic reconciliations of expense accounts to ensure their accuracy
Financial Assistance Advisor Jobs
By Mohawk College At Hamilton, Ontario, Canada
Project management experience is preferable.
Working in a role with diverse responsibilities and knowledge base.
Administering the Bursary for Students with Disabilities (BSWD) and the Tuition Set Aside funds for students with disabilities.
Operating within budget allocation for both Institutional and OSAP related bursary programs and advising Manager/Director when additional funding requests are needed.
Coordinating and delivering detailed sessions for Manager/Director and staff in Student Services outlining Ministry changes to policies and procedures.
Minimum 3 years of experience in a related role.
Financial Advisor Jobs
By S.L Gestion Groupe / S.L Management Group At Montreal, Quebec, Canada
Excellent communication, interpersonal, and analytical skills
Experience with financial planning software and tools
Ability to work independently and in a team environment
Strong understanding of the markets, financial products, and investment strategies
Demonstrated strong ethics, integrity, and professionalism
Bilingual in French and English is a must for a
Financial Advisor- En Jobs
By Desjardins At Baie-Comeau, Quebec, Canada
Wealth Management Advisor (54 791$ minimum). Meet the needs of members by developing strategies and offering investment, financing and insurance products
Do you have exceptional customer service skills?
We don’t offer you a job. We offer you job satisfaction. #Difference
See What Desjardins Has To Offer
Do your talents for sales and negotiating set you apart from the crowd?
Are you proactive, curious and resourceful?
Financial Advisor- En Jobs
By Desjardins At Trois-Rivières, Quebec, Canada
Do you have exceptional customer service skills?
Do your talents for sales and negotiating set you apart from the crowd?
Are you proactive, curious and resourceful?
Having a clear objective: to be everyone’s #1 choice! 💚
Being part of a company that puts sustainable development at the heart of its concerns
Being part of a financial institution with the strongest presence in Quebec
Financial Advisor Jobs
By NorQuest College At Edmonton, Alberta, Canada
3+ years experience in student advising or in a student-centred role in a post-secondary setting.
Excellent communication skills – both oral and written.
Exceptional customer service and interpersonal skills.
Knowledge of PeopleSoft would be an asset.
We offer flexible work options.
Provide funding advice, information, and assistance, in person, over the phone and electronically, to applicants and current students.
Financial Assistant Jobs
By The Phoenix Residence, Inc. At St.-Paul, New Brunswick, Canada
Education background and/or employment experience in bookkeeping procedures.
Responsible for applying for social security benefits, GRH etc. when becoming a representative payee for a new admission
Has knowledge of state and county policies and regulations on billing procedures
Experience with computer systems preferred.
Responsible for claims submission, claim resolution and follow-up activities
Responsible for checking status on submitted claims to ensure accurate processing of claims
Financial Administrative Assistant Jobs
By Visconti Financial Group Inc At Markham, Ontario, Canada
·Co-ordinate client meetings and contacts using Customer Relationship Management system.
·Excellent telephone skills, with previous experience an asset.
Title: Administrative Assistant Key Responsibilities:
·Proactively manage calendar and remain flexible to multiple changes.
Who is Visconti Financial Group Inc?
·Provide high-quality support while anticipating needs.
Financial Assistant Jobs
By MCAD Inc At Halifax, Nova Scotia, Canada
Excellent Report -written and communication skills
Taking Responsibility for the planning and execution of financial duties and projects of the company
Preparing financial statements, reports, and forecasts for the business to ensure financial stability
Drafting budgets, income statements, balance sheets, tax returns and reports required by the regulatry authorirites
Managing the risks involved in the fnancial activites of the business
Estimating long and short term financial objectives
Office & Financial Assistant Jobs
By Simon Fraser University At Burnaby, British Columbia, Canada
50 WPM keyboarding skill with a high degree of accuracy.
Good knowledge of standard office practices, methods and equipment.
Good knowledge of basic bookkeeping methods and procedures.
Good knowledge of university policies and procedures.
Excellent customer service, interpersonal, and communication (oral and written) skills.
Excellent attention to detail, analytical reasoning and problem-solving skills.
Financial Assistant Jobs
By Simon Fraser University At Burnaby, British Columbia, Canada
Excellent knowledge of basic accounting and bookkeeping procedures and principles
Excellent organizational, analytical and problem-solving skills
Excellent client service and interpersonal skills
Experience using word processing, spreadsheets, and databases at an intermediate level
Employer paid defined benefit pension plan
Ability to maintain records with a high degree of accuracy
Financial Advisor Admin Assistant
By Raymond James Ltd. At Markham, Ontario, Canada
Experience in business development and social media management
Manage schedules, including coordinating meetings and appointments, and making travel arrangements, including virtual (video) appointments.
Manage social media accounts, create, and schedule posts, monitor engagement, and analytics.
Manage all client documentation and ensure client document deficiencies in a timely, efficient and effective manner.
1-3 years of previous experience in a similar role
Excellent communication skills, both written and verbal
Financial Administrative Assistant Jobs
By Crossroads Staffing Inc. At Orillia, Ontario, Canada
Manage and maintain digital branch and client management records
Post-secondary education in Business or Finance is preferred
Maintain up to date knowledge of securities, mutual funds, and insurance industry
5+ years of relevant financial/business/customer service experience
Working knowledge of investment products and plans is required
Working knowledge of Box, Salesforce, DocuSign, Tax Software is considered an asset.
Financial Advisory Assistant Jobs
By IJW & Co., Ltd. At Montreal, Quebec, Canada
Intermediate accounting and finance knowledge is an asset but not a requirement
Excellent verbal and written communication skills
Intermediate Excel, Word, and PowerPoint skills
identify and extract pre-defined data from the set of data provided by the client
Assist senior bankers (VPs and MDs) on client coverage initiatives
Conduct industry and market research
Advisor Assistant Jobs
By Aplin At Winnipeg, Manitoba, Canada
Competitive salary and bonus commensurate with experience
Comprehensive benefits and RSP options
5+ years of related work experience in client administration, with an investment counsel firm, broker, financial planner, or mutual fund company
Completion of a Business Administration program or related post-secondary education would be an asset
Completion (or desire to complete) the Canadian Securities Course is a requirement of the position
Excellent verbal and written communication skills
Financial Assistant Jobs
By Waterloo Regional Police Service At Greater Kitchener-Cambridge-Waterloo Metropolitan Area, Canada
Previous professional office experience, including knowledge of standardized office procedures and processes, filing and file management, data entry, and document organization.
Assists with the entry of work orders for both Branches in the work management system.
Reviews vendor invoices, and records prepaid expenses or accrued liabilities to applicable account. Discusses with the Supervisor if clarification is required.
Maintains the intranet for the Finance and Asset and Information Technology Branches.
Participates in the annual leave data entry process into the time and attendance system.
Orders/maintains all office supplies for the Finance and Assets Branch and the Information Technology Branch.
Financial Assistant Jobs
By DMC Recruitment Group At Abbotsford, British Columbia, Canada

finance accounting administration Financial Assistant Building Materials/Construction Industry Langley, BC 60k-70K base + Benefits + RRSP We are seeking a Financial Assistant to help the ...

Are you looking for an exciting opportunity to work in the financial services industry? We are looking for a Financial Advisor Assistant to join our team! You will be responsible for providing administrative support to our Financial Advisors, helping them to provide the best possible service to our clients. If you are a motivated individual with excellent organizational and communication skills, this could be the perfect job for you!

An Financial Advisor Assistant is responsible for providing administrative and operational support to the Financial Advisor. This includes managing client accounts, preparing financial documents, researching investments, and providing customer service. The Financial Advisor Assistant must have excellent communication and organizational skills, as well as a strong understanding of the financial industry. To become an Financial Advisor Assistant, you will need to have a high school diploma or equivalent. You may also need to complete additional training or certification courses in order to qualify for certain positions. Additionally, you should have a strong understanding of the financial industry and be able to work with clients in a professional manner.

Financial Advisor Assistant skills required for your resume and career include:

• Knowledge of financial products and services
• Excellent communication and customer service skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
• Ability to analyze financial data
• Strong organizational and time management skills
• Ability to multitask and prioritize tasks

Financial Advisor Assistant knowledge for your resume and career include:

• Knowledge of financial markets and investments
• Understanding of financial regulations and compliance
• Knowledge of financial planning and portfolio management
• Understanding of financial analysis and risk management
• Knowledge of financial software and databases
• Understanding of financial accounting principles

Financial Advisor Assistant responsibilities for your resume and career include:

• Assisting the Financial Advisor with client accounts
• Preparing financial documents and reports
• Researching investments and providing recommendations
• Answering client inquiries and providing customer service
• Maintaining client records and updating account information
• Assisting with the preparation of financial plans

Financial Advisor Assistant experience for your resume and career include:

• Previous experience in the financial industry
• Experience working with clients in a professional setting
• Experience with financial software and databases
• Experience with financial analysis and portfolio management
• Experience with financial planning and risk management

Financial Advisor Assistant qualifications for your resume and career include:

• High school diploma or equivalent
• Additional training or certification courses in the financial industry
• Strong understanding of financial products and services
• Proficiency in Microsoft Office Suite

Financial Advisor Assistant educations for your resume and career include:

• Bachelor’s degree in finance, accounting, or related field
• Master’s degree in finance, accounting, or related field
• Professional certifications in the financial industry

Tools that help Financial Advisor Assistants work better include:

• Financial software and databases
• Spreadsheet software
• Financial calculators
• Online research tools

Good tips to help Financial Advisor Assistants do more effectively include:

• Stay organized and prioritize tasks
• Maintain accurate records and update account information
• Research investments and provide recommendations
• Communicate with clients in a professional manner
• Follow financial regulations and compliance

Common Financial Advisor Assistant interview questions include:

• What experience do you have in the financial industry?
• How do you stay organized and prioritize tasks?
• What financial software and databases are you familiar with?
• How do you ensure accuracy when preparing financial documents?
• What strategies do you use to research investments?