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Added 5 mins ago
AH
Therapy Assistant
Alberta Health Services
Lacombe, AB
- Temporary
As a Therapy Assistant, you will work both individually and as part of an interprofessional team under the assignment, monitoring and evaluation of an audiologist, occupational therapist,…
Added 5 mins ago
AH
Therapy Assistant
Alberta Health Services
Westlock, AB
- Part-time
As a Therapy Assistant, you will work both individually and as part of an interprofessional team under the assignment, monitoring and evaluation of an audiologist, occupational therapist,…
Added 35 mins ago
AH
Therapy Assistant
Alberta Health Services
Drumheller, AB
- Full-time
As a Therapy Assistant, you will work both individually and as part of an interprofessional team under the assignment, monitoring and evaluation of an audiologist, occupational therapist,…
Added 35 mins ago
NR
Food Service Worker (0) NP-FSWZ01 (Northland Pointe - Port Colborne, ON)
Niagara Region
ON · Niagara, ON
- Part-time
Job Title : Food Service Worker (0) NP-FSWZ01 (Northland Pointe - Port Colborne, ON)
Added 35 mins ago
AH
Administrative Support III
Alberta Health Services
Okotoks, AB
- Part-time
Medical Office Assistant, Unit Clerk and/or post-secondary education applicable to the position. One year Registration experience in an acute care facility within the last two years…
Added 1 hour ago
CO
Educational Technology and Multimedia Project Coordinator
College of New Caledonia
Prince George, BC
- Full-time
Demonstrated ability to model high quality, customer service orientation in all client interactions (internal and external). Helpdesk/client support and triage/technical problem-solving…
Added 1 hour ago
SI
Call-Out NDT Technician
SUMMIT Inspection Services Ltd.
Calgary, AB
- Contract
…join our team. SUMMIT Inspection Services Ltd. has provided in-service pressure vessel inspections predominately to the Oil and Gas industry across western Canada since 2004, and is seeking…
Added 2 hours ago
GT
Assistant Manager
Golf Town
Laval, QC
- Full-time
As an Assistant Manager, your main purpose of the position is to drive sales, profitability and customer service in our retail stores through developing and driving a selling culture,…
Added 2 hours ago
IP
Administrative Support Coordinator
Indigenous Perspectives Society
Vancouver, BC
- Full-time
…to appropriate clinical staff to support patient intake and service…
Added 2 hours ago
BU
office assistant
Brandon University
Brandon, MB
- Contract
Administrative assistant and secretarial science, general
Added 5 hours ago
C
Project Administrator
Convergint
Dartmouth, NS
- Full-time
You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering…
Added 5 hours ago
SL
Legal Assistant
Smith Legal Search
Toronto, ON
- $60,000 to $65,000 CAD / year
- Full-time
Our client, a well-established labour and employment law firm in midtown Toronto, is seeking an experienced Litigation Legal Assistant to join its team.
Added 5 hours ago
Rehabilitation Assistant
Winnipeg Regional Health Authority
Winnipeg, MB
…and/or Speech-Language Pathologist (SLP), the Rehabilitation Assistant (RA) performs both direct and indirect patient/resident/client care activities as determined by the specific employer.…
Added 5 hours ago
1
Administrative Assistant - Billings Bridge Dental Centre
123Dentist
Ottawa, ON
- Full-time
Billings Bridge Dental Centre is seeking a full-time Dental Administrative Assistant to join our well-established and growing team.
Added 6 hours ago
AC
Executive Assistant
Aston Carter
North Vancouver, BC
- $29 to $34 CAD / hour
- Contract
This Executive Assistant role supports a global retail capabilities team that brings technology, systems, and processes into retail stores and keeps the department running smoothly day to…
Added 6 hours ago
RD
Administrative Assistant
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Vernon, BC
- Full-time
The RBC Dominion Securities branch located in Vernon, BC is looking for an Administrative Assistant to provide administrative support to a successful Portfolio Management/advisory Team The…
Added 6 hours ago
S
Stage Experience Lead - Full Time
sephora.com
Edmonton, AB
- $20 to $23.55 CAD / hour
- Full-time
…Skincare, Fragrance & Haircare or a combination of these areas. An Assistant Manager, Client Experience is responsible for ensuring that all members of their team execute Sephora’s selling…
Added 7 hours ago
AC
Executive Assistant
Aston Carter
North Vancouver, BC
- Full-time
This Executive Assistant role supports a global retail capabilities team that brings technology, systems, and processes into retail stores and keeps the department running smoothly day to…
Added 7 hours ago
RB
Administrative Assistant
Royal Bank of Canada
Vernon, BC
- Full-time
The RBC Dominion Securities branch located in Vernon, BC is looking for an Administrative Assistant to provide administrative support to a successful Portfolio Management/advisory Team The…
Added 9 hours ago
RB
Mortgage Specialist Assistant
Royal Bank of Canada
Toronto, ON
- Full-time
As a Mortgage Specialist assistant you will support a top producing Mortgage Specialist in meeting sales objectives and related activities by providing value added administrative service…
Added 9 hours ago
NC
Cross Border Administrative Assistant
Numis CPAs Inc.
AB · Edmonton, AB
- Full-time
Provide additional administrative and client service support as team priorities and deadlines arise.
Added 10 hours ago
FN
Medical Office Assistant, Fraser South First Nations Primary Care Centre, Expression Of Interest
First Nations Health Authority
Chilliwack, BC
- Full-time
Title: Medical Office Assistant, Fraser South First Nations Primary Care Centre
Added 10 hours ago
BV
Project Manager - Environmental Laboratory
Bureau Veritas
Quebec, QC
- Full-time
The Project Manager contributes, through the personalized service he/she provides, to the quality service offered to the clients and thus to the organization’s objectives. Acting as the…
Added 10 hours ago
TD
Groundperson [Arborist Assistant]
The Davey Tree Expert Company
Vancouver, BC
- Full-time
…based horticultural and environmental services with outstanding client service. The Davey Tree Expert Company provides research-driven tree services, grounds maintenance and environmental…
Added 11 hours ago
II
Assistant
Incorporations Inc.
Calgary, AB
- Part-time
Role Description This part-time Assistant role is an on-site position based in Calgary, AB. The Assistant will support daily administrative and corporate service tasks, including preparing,…

Allan Small Financial Group with iA Private Wealth

Financial Licensed Assistant

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: May 1, 2027
Posting language: English
Posted: Nov 2, 2026

Original job description

Summary

The Financial Licensed Assistant’s primary focus is to assist the advisor in the day-to-day trading and the administration of the business. To assist the advisor, manage the portfolios and help provide the best service and advice possible.

Location

Toronto - Kennedy/401

Description

Delivers a high level of client service by:

· Supporting advisor with the review of client portfolios to ensure alignment with risk profile and applicable investment objectives

· Gathering research and product information from internal and external sources

· Entering client trades as directed by client and/or advisor

· Staying up-to-date with regulatory rules and trading activities regarding client accounts.

Ensures effective client administration by:

· Following up with clients on missing documentation as per industry regulatory requirements

· Maintaining client files and information

· Ensuring daily trades and system account entries are timely and accurate

· Responding to client inquiries in a professional and responsive manner

· Resolving issues and implementing client transactions expeditiously and accurately

· Issuing instructions for client withdrawals, deposits, swaps and transfers

· Ensuring all client interactions are accurately documented

· Understanding the required documentation for all client account types

Provides marketing assistance to the advisor by:

· Identifying opportunities to acquire additional assets and/or increase revenue with existing clients (e.g. referrals, consolidation of assets, insurance, etc.)

· Developing, distributing and maintaining marketing materials

Supports the growth of the advisor business by:

· Assisting in idea generation

· Recommending ways to provide additional value to clients and increase office efficiency

Contributes to the effective functioning of the team by:

· Building effective working relationships across the team and with corporate head office

· Maintaining a high level of client service standards

· Facilitating a culture of open and honest communication with team and especially the advisor

· Actively participating and contributing to team meetings

· Encouraging the generation of new ideas and process improvements

· Actively sharing knowledge and experience to enhance the development of all team members

Educational requirements

· Canadian Securities Course (CSC)

· Conduct and Practices Handbook course (CPH)

· Investment Representative Training (IRT)

· Post-secondary education

Working conditions

The role operates within a standard office environment. The office is a fast-paced, often high stress, environment with multiple demands. The job requires the ability to multitask on a regular basis.

Apply About employer

More about this job

Responsibilities

Support the advisor with portfolio reviews, research, client-directed trades, regulatory compliance, and accurate administration of client accounts and transactions. Assist with marketing and business growth while contributing to effective teamwork, client service, and process improvements.

Requirements

The posting lists the Canadian Securities Course (CSC), Conduct and Practices Handbook course (CPH), Investment Representative Training (IRT), and post-secondary education as educational requirements. Candidates should be able to multitask in a fast-paced, high-stress office environment and maintain accurate, responsive client service.

Skills

Client Service
Portfolio Review
Investment Research
Trade Processing
Regulatory Compliance
Client Administration
Documentation Management
Transaction Processing
Client Communication
Marketing Support
Asset Growth
Team Collaboration
Multitasking
Attention to Detail

Visa sponsorship

Not detected in the job text

Keywords

Canadian Securities Course (CSC)
Conduct and Practices Handbook (CPH)
Investment Representative Training (IRT)
Portfolio Management
Client Portfolios
Risk Profiles
Investment Objectives
Investment Research
Product Information
Client Trades
Regulatory Requirements
Client Accounts
Client Documentation
Account Administration
Withdrawals
Deposits
Swaps
Transfers
Marketing Materials
Asset Consolidation
Referrals
Revenue Growth
Process Improvement
Financial Services

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