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Added 29 mins ago
PA
Assistant Store Leader
Princess Auto Ltd.
Grande Prairie, AB
- Full-time
As an Assistant Store Leader at Princess Auto you will help create a fun, safe and unique shopping experience for our customers. We call it Royal Service. You will typically spend your day…
Added 1 hour ago
OC
Term EA Assignment FTE 0.75
Ottawa Catholic School Board
Orleans, ON
- Contract
If you are a current OCSB employee, you must use your OCSB ATE account to apply to this vacancy.*
Added 1 hour ago
WC
PT Pharmacy Assistant
Walmart Canada
Maple Ridge, BC
- Full-time
Position Summary...The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity…
Added 1 hour ago
OC
Term EA Assignment FTE 1.0
Ottawa Catholic School Board
Ottawa, ON · Nepean, ON
- Contract
If you are a current OCSB employee, you must use your OCSB ATE account to apply to this vacancy.*
Added 1 hour ago
SW
ScotiaMcLeod Administrative Support Assistant - London, ON
Scotia Wealth Management
London, ON
- Contract
As an Administrative Support Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams.
Added 1 hour ago
TS
Residential Support Worker
The Salvation Army in Canada
Toronto, ON
- Part-time
…two house checks per shift of each room in the facility and account for the presence and safety of all Centre occupants (staff, visitors, and residents), as well as an additional two “Walk…
Added 3 hours ago
AF
Process Assistant
Amazon Fulfillment Centre and Service Provider
Langley (District), BC · Langley, BC
- Full-time
Role Description The Process Assistant is a full-time, on-site role based in Langley, BC, responsible for supporting daily operations within the fulfillment and seller services environment.…
Added 4 hours ago
AW
Administrative Assistant
Adamson Wealth Group
Fonthill, ON
- Full-time
Build Your Career in Wealth Management – Licensed Administrative Assistant
Added 4 hours ago
CM
Therapy Support Assistant
CASA Mental Health
Innisfail, AB
- Full-time
The Therapy Support Assistant nurtures collaborative linkages with community partners including education agencies through consultation, liaison and coaching. The Therapy Support Assistant…
Added 4 hours ago
WC
(CAN) Gérant de rayon leader, marchandise générale
Walmart Canada
Sept-Îles, QC
- Full-time
…through partnership with the General Merchandise and Fashion Assistant Manager and ensure a high level of customer service and while ensuring task…
Added 4 hours ago
SM
Experienced Legal Assistant - Labour and Employment
Sullivan Mahoney LLP
St. Catharines, ON
- Full-time
The salary range for the position of Legal Assistant is $45,000 to $60,000 annually.
Added 5 hours ago
SH
Child Development Lab Assistant - TERM
Sisler High School
Winnipeg, MB
- Full-time
Under the supervision and direction of the Principal and/or designate, the Child Development Lab Assistant is responsible for providing instruction and general assistance to: the adolescent…
Added 6 hours ago
RC
Assistant Manager
Revive Car Wash
Belleville, ON
- Full-time
The Assistant Manager is a full-time, on-site leadership role at our Belleville location. You’ll partner closely with the Site Manager to run day-to-day operations, lead and develop your…
Added 6 hours ago
WC
Pharmacy Assistant
Walmart Canada
Toronto, ON
- Full-time
Position Summary...The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity…
Added 6 hours ago
CM
Physician Support Specialist
CASA Mental Health
AB · Edmonton, AB
- Full-time
Medical Office Assistant and/or Business Administration program required or equivalent experience.
Added 6 hours ago
M
Administration Assistant (Contract)
Morguard
Prince George, BC
- Full-time
The Administrative Assistant is accountable to the Manager or the Director of a function, department or office for ensuring that all daily administrative and other function-specific support…
Added 6 hours ago
FB
Strategic Energy Partner
Flogas Britain
Field, BC
- Full-time
This is not a traditional account management role and it is not simply a more senior sales position.
Added 7 hours ago
W
Pharmacy Assistant Central Fill
Walmart
Surrey, BC
- Full-time
The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity to provide patient…
Added 7 hours ago
(CAN) Pharmacy Assistant- Part Time
Walmart Canada
Toronto, ON
Position Summary...The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity…
Added 7 hours ago
WC
(CAN) Front End Assistant Manager
Walmart Canada
Pointe-Claire, QC
- Full-time
…Operations - specific area that the incumbent will oversee). An Assistant Manager is cross-trained to work proficiently in all areas of the Store when…
Added 7 hours ago
WC
Pharmacy Assistant Central Fill
Walmart Canada
Surrey, BC
- Full-time
Position Summary...The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity…
Added 7 hours ago
OP
Assistant Deputy Minister, Physician and Provider Services
Ontario Public Service Leadership | Leadership dans la fonction publique de l’Ontario
Toronto, ON
- $201,927 to $254,396 CAD / year
- Full-time
Reporting to the Associate Deputy Minister, the Assistant Deputy Minister will provide executive leadership for the PPSD which leads the Ministry's engagement with physician and provider…
Added 8 hours ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Ottawa, ON
- Full-time
The RBC Dominion Securities Management team located in Ottawa Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager…
Added 8 hours ago
Assistant Branch Manager
Money Mart
Toronto, ON
Assistant Branch Managers help the Branch Manager lead the day-to-day success of a Money Mart branch while staying hands-on
Added 8 hours ago
AC
Assistant Vice President, Account Executive - Private Client (Fixed term: 18 month- Contract)
Aon Corporation
Calgary, AB
- Full-time

Adamson Wealth Group

Administrative Assistant

Fonthill, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Apr 27, 2027
Experience: Financial Services Experience: Ideally 2–3 years of experience in wealth management, financial services, banking, insurance, or a related professional environment.
Posting language: English
Posted: Oct 29, 2026

Original job description

Build Your Career in Wealth Management – Licensed Administrative Assistant

Are you highly organized, detail-oriented, and passionate about delivering exceptional client service? Are you looking for more than just an administrative job, with the opportunity to develop your skills and build a rewarding career in the financial services industry?

Adamson Wealth Group is looking for a motivated, dependable, and proactive Licensed Administrative Assistant to join our established wealth management team.

Our ideal candidate has experience in financial services and is already licensed, or is interested in pursuing industry licensing and growing into a more advanced client service and investment support role.

Who We Are

Adamson Wealth Group is an established wealth management and financial planning practice proudly serving individuals, families, and business owners throughout the Niagara Region for over 15 years.

We take a personalized, collaborative approach to helping our clients grow, protect, and manage their wealth. Our team is committed to providing exceptional service, building long-term relationships, and helping clients navigate important financial decisions with confidence.

We are a close-knit, professional team that values accountability, initiative, collaboration, and a positive attitude.

What You'll Be Doing

As an important member of our team, you will help deliver an exceptional client experience while supporting the daily operations of our wealth management practice.

Client Service & Relationship Management

Respond to client inquiries professionally, promptly, and accurately.
Build and maintain positive relationships with clients and professional partners.
Coordinate client appointments, follow-ups, and outstanding requests.
Ensure clients receive a consistent, high level of personalized service.

Investment & Administrative Support

Assist advisors with client meeting preparation, portfolio reviews, and reporting.
Prepare, process, and follow up on account documentation, transfers, and client requests.
Maintain accurate client records, CRM information, and electronic files.
Support investment transactions and trade processing where permitted by licensing and regulatory requirements.
Monitor outstanding administrative tasks and proactively follow through to completion.
Assist with compliance-related documentation and internal procedures.

Office Operations & Team Support

Help manage daily office activities and ensure efficient workflows.
Prepare correspondence, reports, and other client-facing materials.
Identify opportunities to improve processes, organization, and efficiency.
Assist with marketing initiatives, client communications, and appreciation events as needed.
Work collaboratively with advisors and administrative team members to ensure deadlines and client expectations are met.

What We're Looking For

Our ideal candidate is someone who takes initiative, enjoys helping people, and takes pride in getting the details right.

Financial Services Experience: Ideally 2–3 years of experience in wealth management, financial services, banking, insurance, or a related professional environment.
Industry Licensing: Current investment industry registration or relevant completed licensing courses are strongly preferred. Candidates willing to pursue licensing will also be considered.
Exceptional Organization: Strong time-management skills and the ability to prioritize competing responsibilities.
Attention to Detail: A high degree of accuracy, particularly when handling financial information and client documentation.
Client-Focused Personality: Friendly, professional, approachable, and committed to providing excellent service.
Proactive Mindset: Someone who anticipates needs, solves problems, and takes ownership of tasks without requiring constant direction.
Strong Communication: Excellent written and verbal communication skills, including professional email etiquette.
Technology Skills: Proficiency in Microsoft Office, particularly Outlook, Word, and Excel, with the ability to learn new systems quickly.
Team Player: A positive, dependable individual who works well in a collaborative environment.

Additional Assets

Experience with Croesus, Salesforce, or other financial services and CRM platforms.
Previous experience supporting financial advisors or investment professionals.
Completion of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), or other relevant industry education.
Post-secondary education in business, finance, administration, or a related field.

What We Offer

Competitive compensation based on experience and licensing.
Annual bonus opportunities.
Monday-to-Friday schedule with no weekends.
Supportive, professional, and collaborative team environment.
Free on-site parking.
Opportunities for professional development and career advancement.
Support for industry education and licensing, including eligible tuition reimbursement upon successful completion.
Opportunity to take on greater responsibilities and increase compensation as skills and qualifications develop.

Your Opportunity to Grow

This is more than an administrative position - it's an opportunity to build a career in wealth management.

We are particularly interested in candidates who are already licensed or who have a genuine interest in obtaining the qualifications necessary to become a licensed assistant.

For the right individual, this position offers the opportunity to develop industry knowledge, expand responsibilities, and progress into a more advanced role supporting investment advisors and client relationships.

How to Apply

If you are a motivated, organized professional who enjoys working with people and is looking for a long-term opportunity with an established wealth management team, we'd love to hear from you.

Please submit your resume and a brief introduction outlining your relevant experience and interest in the position to jessica@adamsonwealthgroup.com

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Apply About employer

More about this job

Responsibilities

Provide responsive, personalized client service and coordinate appointments, follow-ups, account documentation, transfers, and client requests. Support advisors with meeting preparation, portfolio reviews, reporting, investment administration, compliance, office operations, and process improvements.

Requirements

The role ideally requires 2–3 years of experience in wealth management, financial services, banking, insurance, or a related professional environment; current investment registration or completed licensing courses are preferred, though candidates willing to pursue licensing may be considered. Candidates should be highly organized, accurate, proactive, client-focused, strong communicators, proficient in Microsoft Office, and effective collaborators; relevant post-secondary education and financial services platform experience are additional assets.

Skills

Client Service
Organization
Time Management
Attention To Detail
Written Communication
Verbal Communication
Microsoft Outlook
Microsoft Word
Microsoft Excel
Financial Documentation
Investment Support
CRM Management
Compliance Documentation
Problem Solving
Teamwork

Benefits

Annual Bonus Opportunities
Monday-To-Friday Schedule
Free On-Site Parking
Professional Development
Career Advancement Opportunities
Tuition Reimbursement For Eligible Industry Education

Visa sponsorship

Not detected in the job text

Hiring contact email

jessica@adamsonwealthgroup.com

Keywords

Wealth Management
Financial Services
Financial Planning
Client Service
Investment Support
Investment Transactions
Trade Processing
Portfolio Reviews
Account Documentation
Account Transfers
Compliance
CRM
Croesus
Salesforce
Microsoft Office
Microsoft Outlook
Microsoft Word
Microsoft Excel
Canadian Securities Course
Conduct And Practices Handbook
Licensing
Client Communications
Process Improvement
Financial Advisors

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