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Business Developer
Fresh Start Foods Canada Ltd.
Milton, ON · Fresh Start East Milton Administration-Ontario-FSE
- Full-time
Mobility: Must hold a valid Class G Driver’s License and have a reliable vehicle for travel within the territory
Added 15 mins ago
OR
Senior Demand Planning Analyst
OSL Retail Services Inc
Mississauga, ON
- Other
Attend the weekly CPFR meeting with store level inventory analysts, customer and sales representative (Review of Purchase Order Submission, order forecast, product transition and account…
Added 44 mins ago
GR
Machine Operator
Good Robot Brewing Company
Halifax, NS
- Full-time
Our goal is to be a diverse workforce that is representative of the communities we serve. We welcome applications from Indigenous People, African Nova Scotians and Other Racially Visible…
Added 44 mins ago
NS
Registered Nurse - Critical Care
Nova Scotia Health Authority
NS · Nova Scotia, Canada
- $40.55 to $51.74 CAD / hour
- Part-time
…every day. In the ICU/IMCU, every moment matters, and as a member of our team, you will make a lasting impact in the most critical of…
Added 44 mins ago
NB
Branch Manager
National Bank of Canada
Kitchener, ON
- Full-time
…play a strategic role by guiding your team and helping each member achieve their objectives. With an approach focused on listening and daily coaching, you can help the whole team develop…
Added 44 mins ago
GF
Sales and Service Representative (Fitness Coach) - Hamilton Lime Ridge For Women
GoodLife Fitness
Hamilton, ON
- Part-time
CPR certification required within 3 months of employment
Added 1 hour ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
La Ronge, SK
- Full-time
Experience in quality improvement initiatives
Added 1 hour ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Part-time
…in providing nursing services in the home; collaborates as a member of a multi-disciplinary team in assessing needs, setting priorities for care and developing standards for care;…
Added 1 hour ago
HJ
Human Resources Advisor - Administrative Support
Helicopter Jobs
Southport, MB
- Full-time
Must hold the authorization to work in Canada, this position is not available for sponsorship
Added 1 hour ago
MU
BUSINESS SYSTEMS ANALYST
McMaster University
Hamilton, ON
- Contract
Work collaboratively with others to achieve departmental and institutional goals. Actively participate as a member of a team to move the team toward the completion of goals.
Added 1 hour ago
Wealth Services Assistant
First West
Victoria, BC
…to assigned Senior Wealth Advisors and responds to routine member/client inquiries. Responsibilities include assisting in the preparation of client meetings, transaction documentation and…
Added 1 hour ago
H
Nurse B - Occupational Health Nurse
HealthCareersInSask.ca
Regina, SK
- Full-time
Minimum 1 year experience in Occupational Health or Public Health Nursing
Added 1 hour ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
…in providing nursing services in the home; collaborates as a member of a multi-disciplinary team in assessing needs, setting priorities for care and developing standards for care;…
Added 1 hour ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Part-time
…in providing nursing services in the home; collaborates as a member of a multi-disciplinary team in assessing needs, setting priorities for care and developing standards for care;…
Added 1 hour ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Regina, SK
- Full-time
Demonstrates ability to work as a team member
Added 1 hour ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Part-time
…in providing nursing services in the home; collaborates as a member of a multi-disciplinary team in assessing needs, setting priorities for care and developing standards for care;…
Added 1 hour ago
H
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Saskatoon, SK
- Part-time
…in providing nursing services in the home; collaborates as a member of a multi-disciplinary team in assessing needs, setting priorities for care and developing standards for care;…
Added 1 hour ago
PA
Automotive Receptionist
Pfaff Automotive Partners Inc.
Newmarket, ON
- Full-time
Answer customer questions about services performed or direct them to the appropriate team member for assistance.
Added 1 hour ago
L
Financial Service Representative - LendDirect Office 1539
LendDirect
Sudbury, ON
- Full-time
As a Financial Service Representative, you’ll be at the heart of our customer experience - delivering exceptional service, building lasting relationships, and helping individuals secure the…
Added 1 hour ago
Forestry Management Assistant, Natural Areas Management
City of Mississauga
Mississauga, ON
…parks, neighbourhoods and natural areas while gaining real world experience that blends field work, technology, and community…
Added 1 hour ago
LH
2600002997 - Registered Practical Nurse
Lakeridge Health
Oshawa, ON
- Full-time
12 Hour Shifts; Days/Nights/Weekends (Subject to Change) · Must have a satisfactory performance record;
Added 1 hour ago
SH
Home Care Attendant
Southern Health-Santé Sud
Steinbach, MB
- Full-time
Under the direction of the Resource Coordinator - Home Care, the Home Care Attendant (HCA) functions as a member of the Home Care team and is responsible for the provision of personal care…
Added 1 hour ago
AF
Financial Service Representative - LendDirect Office 1539
Attain Finance
Sudbury, ON
- Full-time
As a Financial Service Representative, you’ll be at the heart of our customer experience - delivering exceptional service, building lasting relationships, and helping individuals secure the…
Added 1 hour ago
RS
Rental Sales Management Trainee
Ryder Supply Chain Solutions
Calgary, AB
- Full-time
As part of our commitment to compliance with employment and immigration laws, all applicants must have valid legal authorization to work in Canada
Added 1 hour ago
IW
Area Vice President, Business Development
IG Wealth Management
Quebec, QC
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…

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

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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