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BL
Legal Assistant - Labour and Employment
BC Legal Management Association
Vancouver, BC
- Other
We are currently recruiting for a Legal Assistant with at least 5+ years of experience. This is a permanent and full-time position, hours will be Monday through Friday, 8.30am to 4.30pm. We…
Added 1 hour ago
BL
Legal Assistant – Float
BC Legal Management Association
Vancouver, BC
- Other
We are currently recruiting for a Legal Assistant – Float with at least 3-5 years of experience. This is a permanent and full-time position, hours will be Monday through Friday, 8.30am to…
Added 2 hours ago
W
(CAN) OMNI Assistant Manager
Walmart
Kingston, ON
- 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 3 hours ago
WC
(CAN) Pharmacy Assistant
Walmart Canada
Huntsville, 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 3 hours ago
WC
(CAN) OMNI Assistant Manager
Walmart Canada
Kingston, ON
- 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 3 hours ago
WC
General Merchandise Assistant Manager
Walmart Canada
Brampton, ON
- 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 4 hours ago
MV
Administrative Assistant
MARK VII EQUIPMENT INC
Burlington, ON
- $38.5 to $45 CAD / hour
- Full-time
The Administrative Assistant supports Mark VII's Canadian operations and provides administrative support to the leadership team in the United States. The role serves as a primary point of…
Added 4 hours ago
W
Pharmacy Assistant
Walmart
Sherwood Park, AB
- 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 5 hours ago
SW
ScotiaMcLeod Branch Operations Assistant - Hamilton (Contract)
Scotia Wealth Management
Hamilton, ON
- Contract
As a Branch Operations Assistant you will provide operations and administrative support to the Branch Management Team and the Advisor teams.
Added 5 hours ago
B
DIRECTOR / ASSISTANT VICE PRESIDENT, CREDIT AND INVESTMENT RISK MANAGEMENT - Growth and Transition Capital
BDC
Montreal, QC
- Full-time
…Benefit Pension Plan, a $750 wellness and health care spending account, to name a…
Added 5 hours ago
Assistant Manager-Scarborough, ON
StorageMart | MMS
Toronto, ON · Scarborough, ON
Join Our Team as an Assistant Store Manager at StorageMart!
Added 5 hours ago
GE
Assistant Controller
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
We are seeking an experienced, motivated, and hands-on Assistant Controller to join our Finance leadership team. This is an excellent opportunity for a financial professional who enjoys…
Added 5 hours ago
IG
Administrative Assistant
IPEX Group
Langley (District), BC · CA - Langley - Office
- Full-time
The Administrative Assistant provides comprehensive support to ensure smooth day-to-day operations within the office. This role serves as the first point of contact for visitors and…
Added 5 hours ago
A
Administrative Assistant
Aliaxis
Langley (District), BC · CA - Langley - Office
- Full-time
The Administrative Assistant provides comprehensive support to ensure smooth day-to-day operations within the office. This role serves as the first point of contact for visitors and…
Added 5 hours ago
Executive Director, Provincial Archivist
Government of Alberta
AB
Reporting to the Assistant Deputy Minister of the Heritage Division, as the Executive Director Provincial Archivist of Alberta, you will provide vision, leadership and direction to the…
Added 5 hours ago
CC
Assistant Route Service Sales Representative (4-Day Workweek)
Cintas Canada
Abbotsford, BC
- Full-time
The vast majority of RSSRs work 4 days per week and no weekends
Added 6 hours ago
MU
Winter 2027 TA IHSE: HSED 704
McGill University
Meredith, Lady,House
- Part-time
…apply through this Career Site. Login to your McGill Workday account and apply to this posting using the Find Jobs report (type Find Jobs in the search…
Added 6 hours ago
Assistant Manager - Quebec City
StorageMart | MMS
Quebec, QC
Join Our Team as an Assistant Store Manager at StorageMart!
Added 6 hours ago
RD
Administrative Assistant
RBC Dominion Securities
Richmond Hill, ON
- Full-time
Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
Added 6 hours ago
Administrative Assistant - Wealth Management - Partner - WYW
Aviso Wealth
Waterloo, ON
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…
Added 6 hours ago
W
(CAN) Pharmacy Assistant
Walmart
Huntsville, ON
- Part-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 6 hours ago
Assistant Route Service Sales Representative (4-Day Workweek)
Cintas
Abbotsford, BC
The vast majority of RSSRs work 4 days per week and no weekends
Added 7 hours ago
A
Administrative Assistant - Wealth Management - Partner - WYW
Aviso
Waterloo, ON
- Full-time
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…
Added 7 hours ago
R
Administrative Assistant
RBC
Richmond Hill, ON
- Full-time
Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
Added 7 hours ago
Investment Assistant (Req 150)
Odlum Brown
Vancouver, BC
We have an opportunity for an Investment Assistant to join our Vancouver office.

Aviso

Administrative Assistant - Wealth Management - Partner - WYW

Waterloo, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: May 12, 2027
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.

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More about this job

Responsibilities

Process investment transactions and provide administrative and operational support to Financial Planners, maintaining accurate records and ensuring documentation is completed on time. Manage client communications and meetings, maintain compliant and audit-ready files, and collaborate with the team to improve operations and support practice growth.

Requirements

A post-secondary education in business, finance, administration, or a related discipline is required, along with at least two years of administrative experience in a professional office environment. Mutual Fund Registration in good standing is required; general knowledge of investment, financial planning, and insurance industries is an asset, and candidates must be bondable.

Skills

Investment Trade Processing
Account Applications and Transfers
Financial Recordkeeping
Trust Account Reconciliation
Client Service
Meeting Coordination
Regulatory Compliance
Documentation Management
Administrative Support
Financial Planning Support
Process Improvement
Communication
Attention to Detail
Team Collaboration
Business Development

Benefits

Competitive Compensation
Incentive Programs
Pension Plan
Core Benefits
Wellness Benefits
Mental Health Support
Fitness Programs
Paid Vacation
Personal Days
Learning, Training, and Development Opportunities
Free Banking Account
Preferred Employee Rates on Lending and Investment Products
Recognition Programs
Community Engagement Programs
Paid Volunteer Opportunities
Professional Development and Certification Reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Planning
Mutual Fund Registration
Investment Trades
New Account Applications
Account Transfers
Client Transactions
Trust Account Reconciliation
Financial Records
Portfolio Reviews
Client Service Requests
Regulatory Compliance
Audit-Ready Files
Operational Standards
Process Improvement
Insurance
Credit Union Members
Aviso Wealth
Bondable

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