Jobs in Canada

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Added 4 mins ago
S
Field Risk Specialist
Solifi
Toronto, ON
- Full-time
…disposition of missing inventory using Ai’s state of the art mobile audit application. Expect a fast-paced, dynamic environment where you’re constantly interacting with dealer personnel,…
Added 4 mins ago
S
Field Risk Specialist
Solifi
Quebec, QC
- Full-time
…disposition of missing inventory using Ai’s state of the art mobile audit application. Expect a fast-paced, dynamic environment where you’re constantly interacting with dealer personnel,…
Added 5 mins ago
SF
Quality Assurance Technician
Sunrise Farms
Winnipeg, MB
- Full-time
Maintain ongoing company compliance with all applicable regulations and third party audit requirements
Added 5 mins ago
EV
Senior Administrator, Database
Elk Valley Resources
Sparwood, BC · Calgary, AB
- $96,000 to $113,000 CAD / year
…employee health and wellness and provide opportunities for professional…
Added 5 mins ago
CE
Bar Manager - National on 10th
Concorde Entertainment Group
Calgary, AB
- Full-time
Compliance, audit, and liquor control: Follows strict adherence to all provincial/federal liquor licensing laws and regulations to ensure legal, responsible service and operational…
Added 5 mins ago
H
HSE and Sustainability Lead
Hitachi
London, ON · (HE)Office_ON, Stoney Creek
- Full-time
…ISO 45001 and ISO 14001 systems, sustainability programs, or professional certifications such as CRSP, CHSC, PE, or PMP would be considered an…
Added 20 mins ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
…directives, Ministry requirements, and applicable regulatory, audit, tax, and reporting obligations as…
Added 20 mins ago
V|
EHS Specialist
Veolia | Water Tech
Guelph, ON
- $80,000 to $110,000 CAD / year
- Full-time
All vendors must have a current and fully executed MSA on file before submitting candidates
Added 21 mins ago
WC
(Can) pharmacy manager
Walmart Canada
Toronto, ON
- Full-time
…environment for associates and patients. Must maintain the professional image for the Pharmacy area as per Workstation Standardization and 6S Audit. Responsible for cascading communication…
Added 21 mins ago
SQ
Director, Accounting & Controls
Sunlife Québec
Montreal, QC
- Full-time
…Finance, Risk Management, Operations and internal and external audit to deliver on the accounting, controls & reporting requirements for the Insurance business. In addition, this role will…
Added 21 mins ago
QM
Contrôleur adjoint - Montréal-Est - 80 k$ à 90 k$ + prime / Assistant Controller - Montreal East - $
Quantum Management Services Ltd.
Montreal, QC
- $80,000 to $90,000 CAD / year
- Full-time
…support financial reporting, month-end and year-end closing, and audit requirements. Working closely with the Director of Finance, this is an excellent opportunity for an accounting…
Added 21 mins ago
NW
Enrolment & Academics Manager [15 Month Contract]
New West College
Calgary, AB
- Contract
· Support audit and regulatory documentation under the PVTAA and PVTAR.
Added 21 mins ago
GC
Certified Public Accountant - Financial Management
Groupe Carreaux Céragrès Inc - Ceragres Tile Group Inc
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Professional accounting designation (CPA or equivalent) and several years of experience in corporate or public accounting, preferably in distribution, manufacturing, or design-related…
Added 21 mins ago
Wealth Services Assistant
First West
Victoria, BC
Risk Management: Maintains a professional standard of conduct at all times while promoting a positive image of the organization. Ensures compliance with all audit and risk management…
Added 21 mins ago
Consultant, ICT Systems Engineering, Level 3, Epic
Bell
Winnipeg, MB
…succeed. Whether our customers are looking for managed, cloud, or professional services, they can count on our team of technical experts to deliver the solution that is right for…
Added 36 mins ago
S
Nurse, Clinical Informatics Specialist
Sanya’k̓ula
Vancouver, BC
- Full-time
The CIS is the liaison between Professional Practice, Digital Health/Information Management, clinical operations leaders, users (staff and clinicians) and other groups and utilizes their…
Added 36 mins ago
S
Nurse, Clinical Informatics Specialist
Sanya’k̓ula
Vancouver, BC
- Full-time
The CIS is the liaison between Professional Practice, Digital Health/Information Management, clinical operations leaders, users (staff and clinicians) and other groups and utilizes their…
Added 36 mins ago
F
Billing Coordinator (6 Month Contract)
Fasken
Vancouver, BC
- Full-time
…Montréal, Québec City, London and Johannesburg and an office in the professional and retail district known as Taza (/Ta-Zah/) on Tsuut’ina lands. Providing strategic and thoughtful advice…
Added 36 mins ago
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Payroll & Benefits Specialist
Hexagon
Calgary, AB
- Full-time
Ensure accurate, confidential, and audit-ready payroll and benefits records.
Added 36 mins ago
AI
Controller
American Iron and Metal
Mirabel, QC
- Full-time
We offer a competitive compensation package, including salary, employee benefits, and opportunities for professional development.
Added 36 mins ago
MH
Digital Asset Management Admin
Moe's Home Collection
Vancouver, BC
- Full-time
Review and audit product imagery for color accuracy, completeness, and overall image quality.
Added 50 mins ago
JR
Assistant Corporate Controller
Jump Recruitment Specialists
St. John's, NL
- Full-time
Ocean Choice is looking for a highly organized, analytical, and detail-oriented accounting professional to join its corporate finance team. Reporting directly to the Corporate Controller,…
Added 50 mins ago
CC
Office Manager
Crisil Coalition Greenwich
ON · Ontario, Canada
- Full-time
Opportunities for professional growth and involvement in key projects.
Added 50 mins ago
Guest Service Manager
Northland Properties
Oakville, ON
…Managers understand the meaning of true Customer Service; they are professional, team-oriented, possess good work ethics and are extremely results…
Added 50 mins ago
W
Accounting Manager
Walker
Niagara Falls, ON
- Full-time
Are you an experienced accounting professional who enjoys turning financial data into meaningful business insights? Do you have a passion for financial reporting, process improvement, and…

First West

Wealth Services Assistant

3195 Douglas Street, Victoria, BC, V8Z 3K3, Canada

Base Salary: $49,100 to $66,600

Apply on fa-eomj-saasfaprod1.fa.ocs.oraclecloud.com About employer

Applications open in a new tab.

Job details

Pay: Base Salary: $49,100 to $66,600
Education: High school diploma
Posting language: English
Posted: Nov 10, 2026

Original job description

We are currently seeking a Wealth Services Assistant to join our Mayfair Branch team in Victoria.

The Wealth Services Assistant provides administrative and marketing support to assigned Senior Wealth Advisors and responds to routine member/client inquiries. Responsibilities include assisting in the preparation of client meetings, transaction documentation and participating in campaigns or special projects. Please note, this role may be required to work out of a wealth management centre.

Here’s what would be included as a part of your typical day

Sales and Service Strategy: Answers and responds to routine member phone calls and/or emails; proactively contacts members and assists with updates to member information; schedules member appointment on behalf of advisor; screens members and identifies opportunities to refer to other FW lines of business.
Member Transactions: Completes required documentation for the Senior Wealth Advisor and forwards for processing; follows up within established timeframe to ensure transaction has been processed.
Marketing Support: Organizes on or off-site seminars; prepares invitations and follows up with members to confirm attendance; identifies potential new members/prospects.
Administrative Support: Monitors the advisor’s diary and ensures annual review letters are prepared, as required; identifies upcoming reviews and ensures appointment is made; prepares queries on member data; starts the financial plan for the Senior Wealth Advisor to complete; completes any required documentation as instructed by advisor; maintains up to date and accurate member files.
Trades: Discusses and process trades when required on behalf of the member.
Risk Management: Maintains a professional standard of conduct at all times while promoting a positive image of the organization. Ensures compliance with all audit and risk management requirements and all other internal policies.

Required Skills, Experience & Qualifications

High School Diploma required
May require completion of CIRE for Investment Representative under CIRO licensed
Note: Some employees in this role will be required to become licensed depending on the Senior Wealth Advisor they are assigned to support.
2 years in a financial institution or brokerage firm as an investment advisor assistant required
1 year of experience in an administrative or marketing role preferred
Demonstrated interpersonal and written communication skills
Proven organizational skills with attention to detail
Ability to multi-task and prioritize tasks to meet deadlines
Proficient in computer software programs, e.g. Microsoft Office, and customer relationship management programs.
Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Our Compensation has Three Parts
    • Base Salary: $49,100 to $66,600
    • Performance Bonus: Competitive bonus based on the revenue of the portfolio(s) supported
    • Annual Incentive: Eligible for the annual corporate Short-Term Incentive Plan
The total compensation potential may be approximately $75,000 to $85,000, with actual total compensation varying above or below this amount based on individual and portfolio performance.

What’s in it for you:

First, we strive to make our team members feel genuinely rewarded. You’ll have:

Mental health coverage and resources
Customizable health benefits, as well as topped-up parental leave
Performance-based compensation, employee banking advantages and group RRSP matching
Vacation time and flexible work arrangements to support your lifestyle

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back - in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.

By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Take the next step in your career as part of our team. Apply for this opportunity!

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.

Diversity, Equity, Inclusion & Belonging

At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.

We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.

If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.

Your individuality is welcome here.

About Us

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit trucooperativebank.ca for more information on Tru Cooperative Bank.

Statement on AI Use:

In accordance with Ontario’s Employment Standards Act, we confirm that no artificial intelligence (AI) tools are used to screen, assess, or select applicants for this position. All applications are reviewed by our recruitment team.

Statement of Genuine Vacancy:

This posting represents a true and current vacancy within our organization. We are actively seeking to fill this role and welcome applications from qualified candidates.

Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.

Apply on fa-eomj-saasfaprod1.fa.ocs.oraclecloud.com About employer

More about this job

Responsibilities

The Wealth Services Assistant provides administrative and marketing support to Senior Wealth Advisors, including managing client inquiries and preparing documentation. They also assist in organizing seminars, monitoring advisor diaries, and processing trades to ensure efficient branch operations.

Requirements

Candidates must have a High School Diploma and at least 2 years of experience in a financial institution or brokerage firm. Proficiency in Microsoft Office and CRM software is required, along with strong organizational and communication skills.

Skills

Administrative support
Marketing support
Transaction documentation
Financial planning
Data management
Microsoft Office
Risk management
Compliance
Interpersonal skills
Written communication
Organizational skills
Multi-tasking
Trade processing
Investment knowledge

Benefits

Mental health coverage
Customizable health benefits
Topped-up parental leave
Performance-based compensation
Employee banking advantages
Group RRSP matching
Paid time off
Volunteer time off
In-house training programs
LinkedIn Learning access
External course reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Wealth Services
Administrative Support
Marketing Support
Financial Institution
Brokerage Firm
Investment Advisor Assistant
CIRO
CIRE
Client Meetings
Transaction Documentation
Financial Plan
Member Files
Trade Processing
Risk Management
Audit
Microsoft Office
CRM
Seminars
ESG
Credit Union

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Jobs in Canada