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Added 7 mins ago
PS
Security Guard at St. Joseph's Hospital
Paladin Security Group Ltd
Thunder Bay, ON
- $19.8 to $23 CAD / hour
- Full-time
…respecting people and their differences, providing high quality service and always having fun! If you think you have what it takes to join our team, we want to meet…
Added 7 mins ago
PS
Security Guard/Patient Watch
Paladin Security Group Ltd
Westlock, AB
- $23 to $26.5 CAD / hour
- Full-time
Open schedule availability, including willingness to work day shifts, overnight shifts, weekends, and on-demand shifts on short notice
Added 7 mins ago
PS
Security Guard Industrial
Paladin Security Group Ltd
Prince Rupert, BC
- $23 to $25.5 CAD / hour
- Full-time
…respecting people and their differences, providing high quality service and always having fun! If you think you have what it takes to join our team, we want to meet…
Added 7 mins ago
PS
Security - Patient Watch
Paladin Security Group Ltd
Lac la Biche, AB
- $23 CAD / hour
- Full-time
…respecting people and their differences, providing high quality service and always having fun! If you think you have what it takes to join our team, we want to meet…
Added 7 mins ago
PS
Healthcare Security Officer
Paladin Security Group Ltd
Liverpool, NS
- $20.5 CAD / hour
- Part-time
…respecting people and their differences, providing high quality service and always having fun! If you think you have what it takes to join our team, we want to meet…
Added 7 mins ago
PS
Casual Patient Watch Security Officer - Kentville
Paladin Security Group Ltd
Kentville, NS
- $20.5 CAD / hour
- Part-time
…respecting people and their differences, providing high quality service and always having fun! If you think you have what it takes to join our team, we want to meet…
Added 7 mins ago
PS
Operator - Video Surveillance
Paladin Security Group Ltd
Burnaby, BC
- $25 to $27.36 CAD / hour
- Full-time
…respecting people and their differences, providing high quality service and always having fun! If you think you have what it takes to join our team, we want to meet…
Added 7 mins ago
PS
Patient Watch Officer – Casual
Paladin Security Group Ltd
Kentville, NS
- $20.5 CAD / hour
- Contract
…respecting people and their differences, providing high quality service and always having fun! If you think you have what it takes to join our team, we want to meet…
Added 7 mins ago
PS
Healthcare Security Officer (Temporary) - Hants Community Hospital
Paladin Security Group Ltd
Windsor, NS
- $20.5 CAD / hour
- Contract
Success in this role requires a balance of vigilance, customer service, and emotional intelligence. Day-to-day and over time, you will:
Added 7 mins ago
PS
Security Guard at St. Joseph's Hospital
Paladin Security Group Ltd
Thunder Bay, ON
- $19.8 CAD / hour
- Full-time
…respecting people and their differences, providing high quality service and always having fun! If you think you have what it takes to join our team, we want to meet…
Added 7 mins ago
PS
Security Guard
Paladin Security Group Ltd
Thunder Bay, ON
- $20 CAD / hour
- Full-time
…respecting people and their differences, providing high quality service and always having fun! If you think you have what it takes to join our team, we want to meet…
Added 7 mins ago
PS
Security Guard
Paladin Security Group Ltd
Williams Lake, BC
- $26 CAD / hour
- Full-time
…provides a dynamic work environment focused on safety, community service, and professional care. As part of our team on site, you will help maintain a secure and welcoming atmosphere for…
Added 7 mins ago
PS
Tactical Security Officer
Paladin Security Group Ltd
Kentville, NS
- $24.5 CAD / hour
- Full-time
…respecting people and their differences, providing high quality service and always having fun! If you think you have what it takes to join our team, we want to meet…
Added 7 mins ago
PS
Healthcare Security Site Supervisor - Hants Community Hospital
Paladin Security Group Ltd
Vaughan, NS
- $22.5 CAD / hour
- Full-time
Ability to work the required schedule: Monday to Thursday, 8:00 AM to 8:00 PM (12-hour shifts) · Schedule: Full-time, Monday through Thursday, 0800–2000 (12-hour shifts)
Added 7 mins ago
PS
Dispatch Security Officer - South Shore Regional Hospital
Paladin Security Group Ltd
Bridgewater, NS
- $20.5 CAD / hour
- Full-time
Cross-training as an active Security Officer on site to support team deployment when operational needs require.
Added 7 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 7 mins ago
PS
Healthcare Security Officer - South Shore Regional Hospital
Paladin Security Group Ltd
Bridgewater, NS
- $20.5 CAD / hour
- Full-time
Success in this role requires a balance of vigilance, customer service, and emotional intelligence. Day-to-day and over time, you will:
Added 7 mins ago
PS
Security Operations Centre Supervisor
Paladin Security Group Ltd
Burnaby, BC
- $31 CAD / hour
- Full-time
…respecting people and their differences, providing high quality service and always having fun! If you think you have what it takes to join our team, we want to meet…
Added 7 mins ago
PS
Healthcare Security Access Control Officer - South Shore Regional Hospital
Paladin Security Group Ltd
Bridgewater, NS
- $20.5 CAD / hour
- Full-time
4 on, 4 off rotation of 12 hour shifts · 2 day shifts (0800-2000), 2 night shifts (2000-0800)
Added 7 mins ago
PS
Security Guard at Formet Industries
Paladin Security Group Ltd
St. Thomas, ON
- $18.93 CAD / hour
- Full-time
…respecting people and their differences, providing high quality service and always having fun! If you think you have what it takes to join our team, we want to meet…
Added 7 mins ago
MR
Business Development Manager
Maple Reinders
Burnaby, BC
- $120,000 to $160,000 CAD / year
- Full-time
Maple Reinders Constructors is seeking an experienced Business Development Manager to join our Buildings team, based in our Burnaby, British Columbia office.
Added 7 mins ago
PS
Portfolio Administrative Coordinator
Paladin Security Group Ltd
Burnaby, BC
- $49,000 to $55,000 CAD / year
- Full-time
…respecting people and their differences, providing high quality service and always having fun! If you think you have what it takes to join our team, we want to meet…
Added 7 mins ago
PS
Corporate Security and Emergency
Paladin Security Group Ltd
Richmond, BC
- $42.5 CAD / hour
- Full-time
…respecting people and their differences, providing high quality service and always having fun! If you think you have what it takes to join our team, we want to meet…
Added 7 mins ago
PS
Portfolio Resource Coordinator/Trainer
Paladin Security Group Ltd
Moncton, NB
- $48,500 CAD / year
- Full-time
…payroll administration, and workforce planning through Paladin's TEAM scheduling platform. Working closely with Site Supervisors, Client Service Managers, Security Officers, and Operations…
Added 7 mins ago
PS
Portfolio Resource Coordinator
Paladin Security Group Ltd
Burnaby, BC
- $50,000 to $55,000 CAD / year
- Full-time
Identify open shifts and collaborate with the Client Service Team to ensure schedules are complete and meet contractual agreements.

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

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