Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added 1 min ago
N
Sourcing Manager
Nefab
Peterborough, ON
- Full-time
Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public
Added 1 min ago
FB
Customer Service Representative
Farm Boy Inc.
Ottawa, ON
- $17.95 CAD / hour
- Part-time
Maintain clean, safe, and organized work and storage areas through general housekeeping duties, including sweeping, mopping, and dusting.
Added 1 min ago
FB
Cashier
Farm Boy Inc.
Oakville, ON
- $18 CAD / hour
- Part-time
Assist with the safe handling and sale of alcohol at applicable locations (Smart Serve certification required or willingness to obtain)
Added 1 min ago
NF
Safety & Data Coordinator Featured
Northumberland Ferries Limited
Charlottetown, PE
- Full-time
Added 1 min ago
FB
Cashier
Farm Boy Inc.
Burlington, ON
- $18 CAD / hour
- Part-time
Assist with the safe handling and sale of alcohol at applicable locations (Smart Serve certification required or willingness to obtain)
Added 1 min ago
FC
Package Handler Trainer
FedEx Canada
Bas-Saint-Laurent, QC
- Part-time
Must have the ability to lift 70 lbs & maneuver any package weighing up to 150 lbs with appropriate equipment · Must possess a valid G license & have a good driving record
Added 1 min ago
MT
General Manager
Maxim Truck and Trailer
Brandon, MB
- Full-time
Must hold a valid Driver’s Licence with a clean driving record
Added 1 min ago
PS
Healthcare Security Operative - Casual
Paladin Security Group Ltd
Miramichi, NB
- $21.6 CAD / hour
- Part-time
Assisting patients, visitors, and hospital staff with directions, facility policies, and general inquiries.
Added 1 min ago
MT
General Manager
Maxim Truck and Trailer
Regina, SK
- Full-time
Must hold a valid Driver’s Licence with a clean driving record
Added 1 min ago
HM
Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
- Full-time
We are seeking a family physician for 3-4 days per week, to replace a departing physician
Added 1 min ago
PS
Casual Patient Watch Security Officer
Paladin Security Group Ltd
Amherst, NS
- $20.5 CAD / hour
- Contract
You must have a valid driver's license and reliable personal vehicle access
Added 1 min ago
PS
Casual Healthcare Security Officer
Paladin Security Group Ltd
Corner Brook, NL
- $19.67 CAD / hour
- Part-time
Assisting patients and visitors with general information and directions.
Added 1 min ago
PS
Healthcare Security Guard (Casual)
Paladin Security Group Ltd
Happy Valley-Goose Bay, NL
- $23.69 CAD / hour
- Contract
Assisting patients and visitors with directions and general inquiries in a polite, helpful manner.
Added 1 min ago
PS
Healthcare Security Officer - Quest - Lower Sackville
Paladin Security Group Ltd
Sackville, NB
- $20.5 CAD / hour
- Full-time
Shift Schedule: Rotating 12-hour shifts covering day shifts (8:00 AM – 8:00 PM) and night shifts (8:00 PM – 8:00 AM)
Added 1 min ago
PT
Temporary EA2 (#319-FR) must be able to manage female hygiene/toileting issues; must be able to participate in the swimming program
Pembina Trails School Division
Winnipeg, MB
- Full-time
Under the general supervision of school administrators and with the input of other professionals, Educational Assistants promote and support inclusive practices within Pembina Trails School…
Added 1 min ago
TC
Rail Operations Supervisor
Transdev Canada
Brampton, ON
- $85,000 to $95,000 CAD / year
- Full-time
You must possess a valid, non-probationary, Province of Ontario class “G” driver’s license, in good standing
Added 1 min ago
PT
Temporary EA2 (#321-BA)
Pembina Trails School Division
Winnipeg, MB
- Full-time
Under the general supervision of school administrators and with the input of other professionals, Educational Assistants promote and support inclusive practices within Pembina Trails School…
Added 2 mins ago
S
Accountant
Sysco
Toronto, ON · Sysco Canada Inc.
- Full-time
Must have a minimum of 1-2 years in an accounting related role
Added 2 mins ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Part-time
Added 2 mins ago
GC
Part time Site Auditor- WGTA Great Canadian Entertainment Casino's
Great Canadian Entertainment
Brantford, ON
- Part-time
…welcoming work environment for all team members. Under the general direction of the Operations Manager this position will be responsible for the audit of the casino operations at the site…
Added 2 mins ago
SD
Cashier, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Norwich, ON
- Part-time
Added 2 mins ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel jour
Shoppers Drug Mart
Sherbrooke, QC
- Part-time
Added 2 mins ago
SD
Cashier, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Norwich, ON
- Part-time
Added 2 mins ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Saint-Jérôme, QC
- Part-time
Added 2 mins ago
SD
Cashier, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Thunder Bay, ON
- Part-time

Aviso

Administrative Assistant - Wealth Management - Partner - WYW

Waterloo, ON, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

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.

Apply on LinkedIn About employer

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

Report this job

Work requirements

Jobs in Canada