Jobs in Canada

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Added 3 hours ago
V
Technicien·ne en éolien II / Wind Turbine Technician II - Lac-Mégantic, QC (Lac-Megantic, Quebec, CA)
Vestas
Lac-Mégantic, QC
- Full-time
Added 4 hours ago
WA
Full-Time Call Center Specialist - In Office
We An-Ser
Regina, SK
- $17 CAD / hour
- Full-time
Quality and Performance: Maintain high standards of consistency by meeting and exceeding key performance indicators, schedule adherence, and quality assurance metrics.
Added 5 hours ago
DB
Part Time Bridal Sales
David's Bridal
Mississauga, ON
- $16 to $25.8 CAD / hour
- Part-time
Maintains high dress code standards for her/himself per the Dress Code.
Added 5 hours ago
DB
Part Time Bridal Sales
David's Bridal
Winnipeg, MB
- $16 to $22.32 CAD / hour
- Part-time
Maintains high dress code standards for her/himself per the Dress Code.
Added 5 hours ago
DB
Part Time Bridal Sales
David's Bridal
AB · Edmonton, AB
- $16 to $25.8 CAD / hour
- Part-time
Maintains high dress code standards for her/himself per the Dress Code.
Added 5 hours ago
AG
Inventory - Field Data Collector
Acosta Group
Thunder Bay, ON
- Part-time
High School Diploma or GED equivalent with one to two year’s related experience and/or training; or equivalent combination of education and experience.
Added 5 hours ago
AG
Inventory - Field Data Collector
Acosta Group
Kingston, ON
- Part-time
High School Diploma or GED equivalent with one to two year’s related experience and/or training; or equivalent combination of education and experience.
Added 7 hours ago
W
Representative - Outside Sales
Wesco
Lethbridge, AB
- Full-time
High School Degree or Equivalent required; Bachelor’s Degree is preferred
Added 8 hours ago
SF
Business Development Representative
SESSI Fire Protection Inc.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
College diploma in fire protection, or a high school diploma with equivalent relevant experience.
Added 8 hours ago
NS
Pharmacist - Clinical Pharmacy
Nova Scotia Health Authority
Halifax, NS
- Full-time
…centres and community programs, our people deliver innovative, high-quality care that impacts lives across Nova Scotia and Atlantic…
Added 8 hours ago
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Representative - Customer Service
Wesco
Calgary, AB
- Full-time
As a Representative - Customer Service, you will respond to customer inquiries by telephone, e-mail and/or walk-ins to provide inquiry or problem resolution. You will resolve mostly routine…
Added 8 hours ago
W
Representative - Inside Sales
Wesco
Lethbridge, AB
- Full-time
High School Degree or Equivalent required; Bachelors’ degree preferred
Added 9 hours ago
E
Customer Service Representative - Cold Lake
Enterprise
Cold Lake, AB
- Full-time
Must have a minimum of 1 year of customer service or sales experience in retail, guest services, or administrative support
Added 10 hours ago
TU
Patient Access Representative - Full Time, Days
The University of Kansas Health System
Pavilion 1, BC
- Full-time
Patient Access Representative is responsible for greeting patients and visitors in the numerous outpatient registration areas. The Patient Access Representative is typically the first point…
Added 11 hours ago
CC
Route Service Representative
Cintas Canada
Toronto, ON
- Full-time
A High School diploma, GED or Military Service
Added 11 hours ago
CC
Sales Representative - Facility Services
Cintas Canada
Toronto, ON
- Full-time
That is why we are seeking a goal-oriented, motivated, and energetic Sales Representative to join our growing Outside Sales team. This role provides our customers with solutions to their…
Added 11 hours ago
PL
Operations Manager - Warehouse
Penske Logistics
Woodstock, ON
- Full-time
Must have ability to connect and build rapport and relationships with associates and external customers at all levels · Must have ability to work efficiently with time management and organizational skills with follow-up and follow through
Added 11 hours ago
AA
Livreur
Advance Auto Parts
Levis, QC
- Part-time
Added 11 hours ago
A
Inventory - Field Data Collector
Acosta
Thunder Bay, ON
- Part-time
High School Diploma or GED equivalent with one to two year’s related experience and/or training; or equivalent combination of education and experience.
Added 11 hours ago
A
Inventory - Field Data Collector
Acosta
Kingston, ON
- Part-time
High School Diploma or GED equivalent with one to two year’s related experience and/or training; or equivalent combination of education and experience.
Added 11 hours ago
Route Service Representative
Cintas
Toronto, ON
A High School diploma, GED or Military Service
Added 12 hours ago
WC
Health Records Clerk - Family Practice Health Centre
Women's College Hospital
Toronto, ON · Greater Toronto Area, Canada
- $25.37 to $28.46 CAD / hour
- Full-time
Applicants must reside and be legally eligible to work in Ontario · Day shifts 8:00PM to 4:00PM
Added 12 hours ago
AT
Sales Representative
Audi Thornhill
Vaughan, ON
- Full-time
Role Description The Sales Representative is a full-time, on-site role based at Audi Thornhill in Vaughan, ON. This role is responsible for engaging with customers in the showroom and…
Added 12 hours ago
Staging Technician (Trade Shows & Events)
Jack Morton Worldwide
Oakville, ON
Added 12 hours ago
GG
Camp Coordinator - Superintendent
Grizzlytrek Group
AB
- $50 to $65 CAD / hour
- Full-time
Remote Workforce Camp, British Columbia | 15 Days On, 6 Days Off | 12-Hour Shifts

Island Savings

Wealth Services Assistant

Victoria, BC, Canada

$49,100 to $66,000 CAD / year · Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Pay: $49,100 to $66,000 CAD / year
Job type: Full-time
Apply by: Dec 10, 2026
Education: High school diploma
Posting language: English
Posted: Nov 10, 2026

Original job description

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.

About Us

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 LinkedIn About employer

More about this job

Responsibilities

Provides administrative and marketing support to Senior Wealth Advisors, responds to routine member inquiries, schedules appointments, and assists with client meetings and campaigns. Prepares and follows up on transaction documentation, supports financial planning and member reviews, maintains accurate files, and helps ensure compliance with risk and internal policies.

Requirements

A high school diploma is required, along with two years of experience as an investment advisor assistant at a financial institution or brokerage firm; one year in an administrative or marketing role is preferred. Candidates should have strong communication, organizational, multitasking, and computer skills, and may need to complete CIRE licensing requirements depending on the advisor supported.

Skills

Interpersonal Communication
Written Communication
Organization
Attention To Detail
Multitasking
Prioritization
Microsoft Office
Member Service
Transaction Documentation
Marketing Support
Risk Management
Compliance

Benefits

Mental Health Coverage
Customizable Health Benefits
Topped-Up Parental Leave
Performance-Based Compensation
Employee Banking Advantages
Group RRSP Matching
Vacation Time
Flexible Work Arrangements
Paid Volunteer Time Off
In-House Training
LinkedIn Learning
External Course Reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Senior Wealth Advisor
Investment Advisor Assistant
Financial Institution
Brokerage Firm
Member Service
Client Inquiries
Appointment Scheduling
Client Meetings
Transaction Documentation
Member Transactions
Trade Processing
Marketing Support
Seminar Organization
Prospect Identification
Financial Planning
Annual Reviews
Member Data
Member Files
Risk Management
Compliance
Audit Requirements
CIRE
CIRO
Microsoft Office
Written Communication
Interpersonal Communication

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Work requirements

Jobs in Canada