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Added 1 hour ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
Must have a proactive approach, be innovative, and strive for continuous process improvement
Added 1 hour ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Vancouver, BC
- $55,000 to $80,000 CAD / year
- Full-time
Must have a proactive approach, be innovative, and strive for continuous process improvement
Added 1 hour ago
M
Digital Account Executive - Public Sector
Microsoft
Vancouver, BC · Goodwood, ON · Edmonton, AB · Calgary, AB
- Full-time
…satisfaction at outset of engagement and managing escalation…
Added 1 hour ago
EC
Supply Planner
Eaton Corporation
Burlington, ON
- Full-time
The Supply Planner serves as the business planning authority for the mid- to long-range supply horizon, owning the rolling 3-to-24-month constrained supply plan through Eaton’s Sales,…
Added 4 hours ago
C
Community General Manager II
CIBC
Hamilton, ON
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 4 hours ago
FB
Acheteur-approvisionneur (Buyer-Planner)
FGF Brands
Baie-D'Urfé, QC
- Full-time
Buyer-Planner is responsible for replenishing raw materials, packaging materials, cleaning and sanitation supplies, and any other purchases required based on the current production…
Added 5 hours ago
Demand Planner
Human Resources
Toronto, ON
Work Arrangement: Hybrid: 4 Days per Week On-Site · Must have strong analytics and Enterprise Resource Planning (ERP) utilization skills to be successful
Added 5 hours ago
LE
Demand Planner
LG Electronics Canada
Toronto, ON · North York, ON
- Full-time
Work Arrangement: Hybrid: 4 Days per Week On-Site · Must have strong analytics and Enterprise Resource Planning (ERP) utilization skills to be successful
Added 5 hours ago
Administrative Assistant - Wealth Management - Partner - WYW
Aviso Wealth
Waterloo, ON
Process investment trades, new account applications, transfers, and other client account transactions accurately and efficiently.
Added 6 hours ago
PS
Regional Project Coordinator
Paladin Security Group Ltd
Calgary, AB
- $65,000 to $75,000 CAD / year
- Full-time
…with regional leadership, the incumbent will support projects, process improvements, system implementations, and business initiatives that drive operational…
Added 6 hours ago
A
Administrative Assistant - Wealth Management - Partner - WYW
Aviso
Waterloo, ON
- Full-time
Process investment trades, new account applications, transfers, and other client account transactions accurately and efficiently
Added 6 hours ago
V
Assistant Branch Manager - Fairview
Vancity
Vancouver, BC
- Full-time
Successful completion of three courses towards the Certified Financial Planner (CFP) designation
Added 7 hours ago
CO
Project Coordinator (Two-Year Term)
Commissionaires Ottawa
Ottawa, ON
- Temporary
Log new project and enhancement requests through the PMO intake process
Added 7 hours ago
C
Banking Centre Leader II
CIBC
Prince Rupert, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 7 hours ago
M
Summer Intern 2027 - Global WAM Marketing Strategy Operations
Manulife
Toronto, ON
- Full-time
Build and maintain project trackers using Microsoft Planner, Loop, Excel, and other Microsoft 365 tools; monitor milestones and create dashboards and reporting packages that provide…
Added 7 hours ago
CO
Project Manager (Two-Year Term)
Commissionaires Ottawa
Ottawa, ON
- Temporary
Experience with project scheduling and tracking tools such as Planner, Asana, or equivalent work management platforms
Added 7 hours ago
Project Controls Co-op - Regional Water Strat Program Delivery
Capital Regional District
Victoria, BC
Supports the contract administration process, including invoice processing, change order drafting, progress monitoring, deliverable tracking and other record-keeping for active contracts.
Added 8 hours ago
SI
Maintenance Administrator Intern
Saputo Inc.
Abbotsford, BC
- Full-time
Are currently enrolled in the first year of a Mechanical Engineering program, a trades school program, a Maintenance Planner/Scheduler certification, or a Maintenance Management…
Added 8 hours ago
TF
Client Service Associate and Planner
Thermo Fisher Scientific
Whitby, ON
- Full-time
Join Thermo Fisher Scientific as a Manufacturing Planner/Scheduler II and contribute to global healthcare and scientific advancement. You'll contribute to optimizing production planning and…
Added 8 hours ago
C
Financial Planner II (CIRO-ID) [Toronto, Oshawa, Whitby, Port Perry]
CIBC
Toronto, ON · Oshawa, ON · Pickering, ON · Whitby, ON · Port Perry, ON · Bowmanville, ON
- Full-time
…plans and providing exceptional client service. As a Financial Planner in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a…
Added 8 hours ago
CC
Planner/Scheduler, Maintenance
Cameco Corporation
Port Hope, ON
- Full-time
…success. Cameco is committed to providing an inclusive selection process, free from systemic barriers. support employment equity and encourage all members of underrepresented groups (i.e.,…
Added 8 hours ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
Must have a proactive approach, be innovative, and strive for continuous process improvement
Added 8 hours ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Vancouver, BC
- $55,000 to $80,000 CAD / year
- Full-time
Must have a proactive approach, be innovative, and strive for continuous process improvement
Added 9 hours ago
V
Plant Production Planner and Administrator
VCNA
St. Marys, ON
- $93,992 to $117,490 CAD / year
Verify and process invoices, perform basic bookkeeping and account reconciliations, and support standardized accounting practices.
Added 10 hours ago
IF
Senior Vice President, Wealth Management
Innovation Federal Credit Union
SK
- Full-time
Identify and oversee opportunities for process optimization, reporting enhancements, and improved technology adoption.

Aviso Wealth

Administrative Assistant - Wealth Management - Partner - WYW

Waterloo, ON, Canada

Full-time

Apply on jobs.workable.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Posting language: English
Posted: Nov 13, 2026

Original job description

Wealth Your Way (WYW), is seeking a highly motivated, and client-focused Administrative Assistant to join our growing Wealth Management practice in Uptown Waterloo. This is an exciting opportunity for a detail-oriented professional who thrives in a collaborative, fast-paced environment and takes pride in delivering outstanding client experiences.

What You’ll Be Doing

As an integral member of our Financial Planning team, you will play a key role in supporting daily operations, strengthening client relationships, ensuring regulatory compliance and contributing to the continued growth and success of our practice.

Transactional Support

Process investment trades, new account applications, transfers, and other client account transactions accurately and efficiently.
Provide comprehensive administrative and operational support to Financial Planners.
Reconcile trust accounts and maintain accurate financial and transactional records.

Ensure timely completion of all documentation, account maintenance, and client service requests.

Client Relationship Management

Deliver an exceptional client experience by responding professionally and promptly to inquiries and service requests.
Coordinate and schedule client meetings, annual portfolio reviews, and follow-up appointments.
Proactively contact clients to arrange annual reviews, obtain outstanding documentation, and support ongoing relationship management.
Maintain accurate, complete, and up-to-date client records and files.
Build strong, trusted relationships with clients through consistent communication, professionalism, and attention to detail

Compliance & Operational Excellence

Ensure all administrative activities and client transactions adhere to applicable regulatory requirements, internal policies, and established compliance protocols.
Maintain organized, audit-ready client files and documentation.
Support the Financial Planning team in meeting operational standards and regulatory obligations.
Identify opportunities to improve administrative processes, enhance efficiencies, and elevate the overall client experience.

Team Collaboration & Practice Growth

Work collaboratively with Financial Planners and team members to ensure seamless day-to-day office operations.
Participate in administrative activities and initiatives that support the overall success of the practice.
Actively promote Wealth Your Way and its financial planning services.
Foster strong working relationships with internal partners and stakeholders to support client referrals and business growth.
Contribute to a positive, professional, and high-performing team environment.

Nature and Purpose of Contacts and Relationships:

Internal:

Establishes and maintains effective communication and cooperation with Aviso Representatives, Sales Development Managers, Regional Offices, Head Office, and other Aviso staff

External:

Establishes and maintains effective communication and cooperation with credit union members, managers and staff, and suppliers

Why Join Wealth Your Way?

Competitive Compensation, Incentive Programs and Benefits

37.5-hour work week

Pension Plan

Core benefits are 100% paid by WYW

Wellness benefits and resources to help you thrive both at work and at home, including mental health support, fitness programs, wellness breaks, and mindfulness resources

Paid Vacation and Personal days

Ongoing learning, training, and development opportunities

A free banking account and preferred employee rates on lending and investment products

Recognition and community engagement programs

Paid volunteer opportunities and community involvement initiatives

Professional development and certification reimbursement

What we are looking for:

Post-secondary education in business, finance, administration, or a related discipline.

Minimum of two (2) years of administrative experience in a professional office environment, working with both internal and external stakeholders.

Mutual Fund Registration in good standing is required.

General knowledge of investment, financial planning, and insurance industries is considered an asset.

Must be bondable

Reports to: Financial Planner - Aviso Wealth

Job Type: Regular Full-Time

Work Location: Uptown Waterloo

Wealth Your Way (WYW) is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trademark(s) of Wealth Your Way are used under license by Aviso Insurance Inc. Mutual funds and other securities are offered through Aviso Welath, a division of Aviso Financial Inc.

Wealth Your Way (WYW) strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. WYW makes hiring decisions solely on qualifications, merit, and business needs at the time.

Wealth Your Way (WYW) is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, and training.

Wealth Your Way (WYW) will provide accommodation for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at careers@yncu.com.

Apply on jobs.workable.com About employer

More about this job

Responsibilities

The Administrative Assistant will support the Financial Planning team by processing investment transactions, maintaining accurate records, and ensuring regulatory compliance. They will also manage client relationships by scheduling meetings, handling inquiries, and providing professional service.

Requirements

Candidates must have post-secondary education in business, finance, or administration and at least two years of relevant administrative experience. A valid Mutual Fund Registration is required for this role.

Skills

Administrative support
Financial planning
Investment trades
Account management
Regulatory compliance
Documentation
Trust account reconciliation
Scheduling
Communication
Attention to detail
Professionalism

Benefits

Competitive compensation
Incentive programs
Pension plan
Paid vacation
Personal days
Mental health support
Fitness programs
Wellness resources
Free banking account
Preferred employee rates
Professional development
Certification reimbursement
Paid volunteer opportunities

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Planning
Administrative Assistant
Mutual Fund Registration
Investment
Insurance
Compliance
Trust Accounts
Client Service
Operations
Aviso Wealth
Uptown Waterloo
Account Maintenance
Portfolio Reviews
Stakeholder Management

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