Investment analyst Jobs in Waterloo, ON
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Investment analyst • waterloo on
Last updated: 1 day ago
Administrative Assistant (Investment Services).Location : In-Office | Waterloo, Ontario.Are you a detail-driven professional who thrives on creating exceptional client experiences? Join Young Financ...Show moreLast updated: 5 days ago
STORAGE is a subsidiary of Canadian Solar and a leading company specializing in the design, manufacturing, and integration of battery energy storage systems for utility-scale applications.The Compa...Show moreLast updated: 30+ days ago
At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential.
Within our friendly and colla...Show moreLast updated: 19 days ago
At The RaeLipskie Partnership, we make a difference in people’s lives; both in our clients and our team.In order to have happy and satisfied clients we believe we must have happy and satisfied peop...Show moreLast updated: 30+ days ago
Senior Financial Accounting Analyst.Senior Manager, Financial Accounting.The Senior Financial Accounting Analyst role is a temporary position to cover a maternity leave (12 months).Working at Black...Show moreLast updated: 1 day ago
Our client, a Top 5 Financial Institution in Canada is looking for a Business Analyst for an initial 12-month contract, with the intent to convert.
The role is hybrid and located in Waterloo.Work cl...Show moreLast updated: 4 days ago
At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential.
Within our friendly and colla...Show moreLast updated: 19 days ago
Be among the first 25 applicants.You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self.You'll work with dynami...Show moreLast updated: 4 days ago
Grow your business, your way - with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.
Maybe you've dreamed of start...Show moreLast updated: 30+ days ago
Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.
Maybe you’ve dreamed of start...Show moreLast updated: 30+ days ago
Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.
Maybe you’ve dreamed of start...Show moreLast updated: 30+ days ago
Our client, a global leader in enterprise information management, is seeking a highly motivated and detail-oriented Financial Analyst to join their Corporate Accounting team on an 18-month contract...Show moreLast updated: 20 days ago
Business Analyst with Insurance Background.A Global IT consulting firm with several large customer engagements across Europe and US.
It provides strategic business consulting, technology, engineerin...Show moreLast updated: 9 days ago
Teledyne Technologies Incorporated provides enabling technologies for industrial growth markets that require advanced technology and high reliability.
These markets include aerospace and defense, fa...Show moreLast updated: 30+ days ago
Senior Data Analyst, SLC Data Platform : .Procom is seeking a Senior Data Analyst, SLC Data Platform, for a contract role with one of our clients in the financial sector.
Senior Data Analyst, SLC Data...Show moreLast updated: 30+ days ago
Waterloo, ON, Canada Req #2353 Thursday, July 4, 2024 At Equitable, we realize that your work life is not just about performing a job.
it's about being part of a workplace that helps you grow and r...Show moreLast updated: 30+ days ago
At Peroptyx, we are looking for Data Analysts who will review mapping data for digital mapping applications.Your research capabilities will validate and ensure that the navigation of certain routes...Show moreLast updated: 27 days ago
Financial Analyst, Expense management.This is a 1 year contract to start, location is Waterloo.The Investments Expense Management Team is responsible for monitoring the Investment Division's operat...Show moreLast updated: 30+ days ago
STORAGE is a subsidiary of Canadian Solar and a leading company specializing in the design, manufacturing, and integration of battery energy storage systems for utility-scale applications.The Compa...Show moreLast updated: 30+ days ago
STORAGE is a subsidiary of Canadian Solar and a leading company specializing in the design, manufacturing, and integration of battery energy storage systems for utility-scale applications.The Compa...Show moreLast updated: 8 days ago
- Promoted
Administrative Assistant (Investment Services)
Young Financial Group Inc.Waterloo, ON, CanadaFull-time
- Promoted
Jr. Financial Analyst
Canadian Solar Inc.Kitchener, Region of Waterloo, CanadaFull-time
- Promoted
Co-op – Investment Finance & Ops
Dayforce HCM, Inc.Waterloo, Region of Waterloo, CanadaFull-time +1
- Promoted
Investment Counsellor / Portfolio Manager
The RaeLipskie PartnershipWaterloo, Region of Waterloo, CanadaFull-time
- Promoted
Senior Financial Accounting Analyst - 12 Month Contract
BlackberryWaterloo, Region of Waterloo, CanadaTemporary
- Promoted
Business Analyst
International Financial GroupWaterloo, Region of Waterloo, CanadaTemporary
- Promoted
Investment Analyst, Equity
EquitableWaterloo, Region of Waterloo, CanadaFull-time +1
- Promoted
Senior Investment Writer
Sun LifeKitchener, Region of Waterloo, CanadaFull-time +1
Investment Advisor
RBC - Royal BankWaterloo, ONFull-time
Investment Advisor
0000050599 RBC Dominion Securities Inc.WATERLOO, Ontario, CanadaFull-time
Investment Advisor
Royal Bank of Canada>WATERLOO, CanadaFull-time
Financial Analyst
Randstad CanadaWaterloo, Ontario, CATemporary
Quick Apply
- Promoted
Business Analyst with Insurance Background
Avance ConsultingWaterloo, Region of Waterloo, CanadaFull-time
- Promoted
Treasury Analyst
FLIRWaterloo, Region of Waterloo, CanadaFull-time
Senior Data Analyst, SLC Data Platform
ProcomWaterloo, ON, CAFull-time
Credit Analyst
Equitable Life of CanadaWaterloo, ON, CanadaFull-time +1
Data Analyst
PeroptyxKitchenerFull-time +1
Financial Analyst
Juventus ConsultingWaterloo, OntarioFull-time
- Promoted
Jr. Financial Analyst
Canadian SolarKitchener, Region of Waterloo, CanadaFull-time
- Promoted
Jr. Financial Analyst
Energy VaultKitchener, Region of Waterloo, CanadaFull-time
- Sault Ste. Marie, ON (from $ 85,000 to $ 261,908 year)
- Burnaby, BC (from $ 130,119 to $ 145,477 year)
- Thunder Bay, ON (from $ 82,875 to $ 144,442 year)
- Brossard, QC (from $ 67,500 to $ 138,596 year)
- Hamilton, ON (from $ 64,721 to $ 137,153 year)
- Mississauga, ON (from $ 46,815 to $ 137,025 year)
- Victoria, BC (from $ 76,626 to $ 134,205 year)
- Vancouver, BC (from $ 82,875 to $ 133,924 year)
- Markham, ON (from $ 72,150 to $ 133,583 year)
- North York, ON (from $ 80,925 to $ 132,712 year)
Administrative Assistant (Investment Services)
Young Financial Group Inc.Waterloo, ON, Canada5 days ago
Job type
- Full-time
Job descriptionPrepare client meeting packages, process documentation post-meeting, and manage follow-up actions to ensure completion. Accurately place and follow up on investment trades (purchases, switches, withdrawals) in client accounts. Keep client records current and organized, both electronically (via Equisoft CRM) and physically (paper filing). Act as the primary point of contact for clients and suppliers, delivering a professional and courteous experience. Take ownership of client requests and administrative tasks, ensuring deadlines are met and files are audit-ready. Maintain a thorough understanding of compliance requirements and industry regulations relevant to the role. A resourceful and self-motivated team player who thrives in a fast-paced, client-focused environment. Someone who takes pride in accuracy, consistency, and thorough follow-through. An individual who enjoys building rapport with clients and understands the importance of discretion and confidentiality. Full-time, in-office position (9 : 00am – 5 : 00pm, Monday to Friday). We value in-person collaboration and believe it enhances communication, learning, and team spirit. Our office environment is friendly, professional, and built around mutual support. A family-oriented culture that respects personal commitments outside of work. Supportive mentorship and hands-on training to set you up for success Salary : $50,000 – $60,000 annually, commensurate with experience. Benefits : After 90-day probationary period : Fully paid Health and Dental coverage Fully paid Life Insurance Long-Term Disability (employee paid)
Administrative Assistant (Investment Services)
Location : In-Office | Waterloo, Ontario
Are you a detail-driven professional who thrives on creating exceptional client experiences? Join Young Financial Group—where your precision, integrity, and initiative are valued every day in a team that fosters trust and lasting client relationships.
About the Role
We are seeking a highly organized and detail-oriented professional to join our team in a full-time, in-office position. As the first point of contact for clients, you will play a key role in delivering a superior client experience while supporting the daily operations of our practice.
To excel in this role, you must demonstrate :
- Impeccable attention to detail and accuracy
- Initiative and the ability to work independently
- Strong verbal and written communication skills
- A proactive and positive client-service mindset
- Excellent time management and organizational skills
- A commitment to maintaining confidentiality and professionalism at all times
Key Responsibilities
This is a representative list and is not exhaustive :
What We’re Looking For
What We Offer
Compensation & Benefits
The successful candidate will be required to complete a criminal record and credit check.
We appreciate every application, and while we can only contact those selected for interviews, we thank you for your interest in joining our team.