Talent.com
Raymond James Ltd.
Investment Advisor Assistant — Client Service & Admin ProRaymond James Ltd. • Montreal, Montreal (administrative region), Canada
Investment Advisor Assistant — Client Service & Admin Pro

Investment Advisor Assistant — Client Service & Admin Pro

Raymond James Ltd. • Montreal, Montreal (administrative region), Canada
30+ days ago
Job type
  • Full-time
Job description
Join a leading independent investment dealer as an Investment Advisor Assistant, where your exceptional administrative skills will play a vital role in enhancing client relationships and supporting Financial Advisors. This position offers a dynamic work environment that values teamwork, professionalism, and customer service. You will be responsible for preparing reports, managing client communications, and ensuring efficient operations within the branch. With a commitment to employee growth and a competitive benefits package, this opportunity is perfect for those looking to make a meaningful impact in the investment industry while working with a supportive team. If you are self-motivated and detail-oriented, this role is for you. #J-18808-Ljbffr
Create a job alert for this search

Investment Advisor Assistant — Client Service & Admin Pro • Montreal, Montreal (administrative region), Canada

Similar jobs

Advisor, Investment and Financing

DesjardinsMontreal West, QC, CA
Full-time

Many opportunities are currently available in the greater Montreal area.As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understan... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausSaint-Jacques, QC, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Client Advisor, Montreal

Neuberger Bermanmontreal (administrative region), qc, Canada
Full-time

The Client Advisor will be responsible for driving Neuberger Berman Canada’s distribution strategy in Quebec by building and maintaining relationships with financial advisors.Proactively engage wit... Show more

 • Promoted

Remote Finance Exec Advisor: Corporate Strategy & Research

Prolificmontreal (administrative region), qc, Canada
Remote
Full-time

A leading data platform is seeking senior finance consultants to provide insights into corporate strategy and research on a remote advisory basis.Ideal candidates will have proven executive experie... Show more

 • Promoted

Investment Advisor Assistant (Evergreen)

Raymond James Ltd.Montreal, Montreal (administrative region), CA
Full-time

Job Description - Investment Advisor Assistant (Evergreen) (2403516).Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking custo... Show more

 • Promoted

Investment Advisor

Ventum FinancialMontreal (administrative region), QC, CA
Full-time

Canadian-owned investment firm managing more than $8 billion in assets with nearly 400 employees across 13 offices nationwide.Founded on trust, experience and ambition, Ventum prioritizes excellenc... Show more

 • Promoted

Associate Investment Advisor

Groom & Associés / AssociatesDorval, QC, CA
Full-time

Titre: Associé Conseiller en Investissement.Grande opportunité de rejoindre l'une des équipes d'investissement à la croissance la plus rapide au Canada ! Opportunité d'acquérir un portefeuille d'af... Show more

 • Promoted

Client-Focused Investment Advisor Opportunity

Infotree Global SolutionsMontreal (administrative region), QC, CA
Full-time

Join Independent Network as a Client-Focused Investment Advisor in Montreal, QC, emphasizing bilingual communication and portfolio support.Drive service excellence within a hybrid work environment.... Show more

 • Promoted

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsMontreal (administrative region), QC, CA
Full-time

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more

 • Promoted

Investment Banking Advisor | $130/hr

MercorMontreal (administrative region), QC, CA
Full-time

Mercor connects elite creative and technical talent with leading AI research labs.Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larr... Show more

 • Promoted

Independent Investment Advisor - Grow Your Client Practice

Ventum FinancialMontreal (administrative region), QC, CA
Full-time

A Canadian investment firm is seeking experienced Investment Advisors to join their Private Client Services team.This role offers the flexibility to develop your business within a national platform... Show more

 • Promoted

High-Performance Private Client Advisor for Wealth Acquisition

Capital Markets Advisors LLCMontreal (administrative region), QC, CA
Full-time

Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients.This fully remote opportunity features an uncapped commission structure, warm leads, and no ongoing se... Show more

 • Promoted

Enterprise Inside Sales Client Advisor 4 (Montreal)

SoftchoiceMontreal (administrative region), QC, CA
Full-time

At Softchoice, a World Wide Technology (WWT) company, we work together to make a new world happen.As an IT solutions provider serving U.SMB organizations, as well as the entire Canadian market, we ... Show more

 • Promoted

Senior Advisor in Wealth Management

DesjardinsMontreal West, QC, CA
Full-time

Excel as a Senior Advisor in Wealth Management with Desjardins, focusing on delivering strategic financial solutions to mass-affluent clients and members.In this senior position, you'll implement t... Show more

 • Promoted

Investment Banking Specialist

Infotree Global SolutionsMontreal (administrative region), QC, CA
Full-time

Location: Montreal, QC H3C 1A3.Bilingualism: French and English required.A career as an Account Manager, Service Delivery at , is a job where your ability to work in synergy with your colleagues an... Show more

 • Promoted

Client Advisor, Montreal

LGBT Greatmontreal (administrative region), qc, Canada
Full-time

Neuberger Berman, established in 1939, is a global, employee-owned investment management firm with over $540 billion (USD) in assets under management globally.Renowned for its active, research-driv... Show more

 • Promoted

Investment Advisor

MercorMontreal (administrative region), QC, CA
Part-time

This range is provided by Mercor.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Financial Advisors to collaborate with a top AI research lab.In... Show more

 • Promoted

Assistant Position for Financial Advisors with Client Service Focus

Elentia ConsultingMontreal (administrative region), QC, CA
Full-time

Launch your career as an assistant to financial advisors.Dive into the world of finance, engaging with clients and supporting advisors while maintaining a focus on service excellence.The role of As... Show more

 • Promoted

Investment Advisor Assistant — Client Service & Admin Pro

Raymond James Ltd.Montreal, Montreal (administrative region), CA
Full-time

Join a leading independent investment dealer as an Investment Advisor Assistant, where your exceptional administrative skills will play a vital role in enhancing client relationships and supporting... Show more

 • Promoted

Advisor, Underwriting and Billing

Definity Financial CorporationMontreal (administrative region), QC, CA
Full-time

Reporting to a Team Leader in PI Underwriting and Billing, this role is accountable for assisting brokers and customers with complex underwriting, billing, product, and pricing inquiries.The incumb... Show more