Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added 4 mins ago
E1
English Teacher (ESL/TEFL) | Full-Time | Visa, Flights & Sponsored TEFL
English 1
Winnipeg, MB
- Full-time
No teaching experience needed. We provide free TEFL certification, full training, ready-made lesson materials and visa sponsorship.
Added 4 mins ago
E1
English Teacher (ESL/TEFL) | Full-Time | Visa, Flights & Sponsored TEFL
English 1
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
No teaching experience needed. We provide free TEFL certification, full training, ready-made lesson materials and visa sponsorship.
Added 4 mins ago
PS
Security Guard Industrial
Paladin Security Group Ltd
Prince Rupert, BC
- $23 to $25.5 CAD / hour
- Full-time
Experience handling confidential or sensitive information with discretion
Added 4 mins ago
PS
Security Guard
Paladin Security Group Ltd
Thunder Bay, ON
- $20 CAD / hour
- Full-time
-Previous experience in campus security, customer service, or public-facing roles.
Added 4 mins ago
PS
Security Guard
Paladin Security Group Ltd
Williams Lake, BC
- $26 CAD / hour
- Full-time
Prior experience in security, customer service, or related fields
Added 4 mins ago
PS
Healthcare Security Officer
Paladin Security Group Ltd
Kentville, NS
- $20.5 CAD / hour
- Full-time
This position operates on a continental shift rotation involving 12-hour shifts · Day Shift: 8:00 AM – 8:00 PM
Added 4 mins ago
RN
Manufacturing Process Engineer
Riverside Natural Foods Ltd. (Home of MadeGood)
Toronto, ON · North York, ON
- Full-time
3-5 years of experience in production, maintenance, or a process engineering role in a manufacturing environment, preferably in the food industry
Added 4 mins ago
MR
Business Development Manager
Maple Reinders
Burnaby, BC
- $120,000 to $160,000 CAD / year
- Full-time
Significant experience in business development, client relationships, project development or strategic pursuits within construction, industrial or infrastructure markets
Added 5 mins ago
GU
Power System Engineer
GenCore Utilities Ltd.
Markham, ON
- Full-time
Our multidisciplinary teams combine technical expertise, practical experience, and a commitment to excellence to deliver high-quality engineering solutions throughout the project lifecycle.…
Added 5 mins ago
NF
Safety & Data Coordinator Featured
Northumberland Ferries Limited
Halifax, NS
- Full-time
Support safety initiatives such as audits, learning fairs, exercises, and training materials
Added 5 mins ago
AI
Technical International Sales & European Business Development Manager/ Accounting Clerk/ Accounting Technician / Accounting Associate / or Controller / Accountantspector
Airpura Industries Inc
Laval, QC
- Full-time
Experience in any of the following would be highly valuable:
Added 5 mins ago
PS
Portfolio Resource Coordinator/Trainer
Paladin Security Group Ltd
Moncton, NB
- $48,500 CAD / year
- Full-time
Demonstrated experience instructing training courses.
Added 5 mins ago
T
Client Partner
TechBlocks
Vaughan, ON
- Full-time
…own the financial performance, retention, growth, and client experience of strategic enterprise accounts across North America. You will be accountable for meeting revenue commitments,…
Added 5 mins ago
R
Drupal Developer
Rates.ca
Toronto, ON
- Contract
A hybrid work arrangement, with 2.5 days per week in the office (Tues, Thurs, alternate Wed) · This role is hybrid, requiring in-office attendance at our downtown location 3 days per week, with the remaining time remote
Added 5 mins ago
O
Client Service Associate (Tuesday-Saturday)
OFX
Toronto, ON
- Full-time
Proven experience in delivering outstanding customer service (phone/email based preferred). Committed to exceeding key performance indicators
Added 5 mins ago
SP
Custom Packaging Designer
SmartShield Packaging
Cambridge, ON
- Full-time
Salary Range: $60,000 - $67,000 annually (based on years of experience and skillset)
Added 5 mins ago
L
Lead, SAP Functional Solutions (Utility Billing & Collections)
Liberty
Oakville, ON
- $100,000 to $140,000 CAD / year
- Full-time
Added 5 mins ago
CI
Director, Product Strategy & Growth-- KUMDC6173915
Compunnel Inc.
Toronto, ON
- Contract
Create an inclusive, accountable, and learning-oriented team environment that encourages constructive challenge and sound decision-making.
Added 5 mins ago
AS
Training & Development Specialist
Andromeda Software Inc.
Toronto, ON
- Contract
2+ years of relevant experience in corporate training / learning & development, including delivering instructor-led and/or e-learning sessions.
Added 5 mins ago
L
Lead, SAP Functional Solutions (Utility Metering & Customer Technology)
Liberty
Oakville, ON
- $100,000 to $140,000 CAD / year
- Full-time
Added 5 mins ago
SO
Dental Product Specialist - 12 month contract
Software of Excellence
Surrey, BC
- Contract
Where you’ll work: This is a hybrid role, with two days in office per week to facilitate brainstorming and team building
Added 5 mins ago
E
Senior Software Developer, Creative Solutions
Equativ
Montreal, QC
- Full-time
As a Senior Software Developer in Creative Solutions, you will help build and operate products and systems that make advertising experiences better. Depending on the team and its…
Added 5 mins ago
Manufacturing Process Engineer
Riverside Natural Foods Ltd.
Toronto, ON
3-5 years of experience in production, maintenance, or a process engineering role in a manufacturing environment, preferably in the food industry
Added 5 mins ago
Product Operations Specialist (Editorial)
HelloFresh
Toronto, ON
This means a minimum of 3 days in office per week
Added 5 mins ago
Product Operations Specialist (12 months contract)
HelloFresh
Toronto, ON
This means a minimum of 3 days in office per week

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