Newfoundland And Labrador Client advisor Jobs – 41 Openings This Week

Administrative Assistant-Investment Services
ShortFinancial —St. John's, NL
- $45,000–$58,000 a year
- Full-time
- CRM software
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Dental care
Quick apply
Senior Service Advisor
O'Neill Auto Group —Mount Pearl, NL
- From $25 an hour
- Full-time
- Mentoring
- In-person
- Time management
- Disability insurance
- Dental care
Quick apply
Customer Service Advisor
Dave's Service Center —Bay Roberts, NL
- Full-time
- Inventory management
- English
- Cashiering
- Wellness program
- Dental care
Quick apply
9d
Finance Manager
Venor —St. John's, NL
- Full-time
- ERP systems
- Finance
- Presentation skills
- Paid time off
Quick apply
Automotive Service Advisor
O'Neill Auto Group —Mount Pearl, NL
- $18–$20 an hour
- Full-time
- Sales
- Customer service
- Cashiering
- Disability insurance
- Dental care
Quick apply
Banking Advisor
Royal Bank of Canada —St. John's, NL
- Full-time
- Sales
- Computer skills
- Financial services
1d
Member Service Advisor III
Newfoundland and Labrador Credit Union Ltd. —St. John's, NL
- Full-time
- Customer service
- Business development
- Financial services
Quick apply
8d
Group Sales and Service Support
Equitable CA —Newfoundland and Labrador
- $41,000–$61,000 a year
- Temporary
- Microsoft Word
- Analysis skills
- Travel
Quick apply
Banking Advisor Intern
Royal Bank of Canada —Happy Valley-Goose Bay, NL
- Full-time
- Sales
- Computer skills
- Financial services
Investment Advisor
Royal Bank of Canada —St. John's, NL
- Full-time
- Business development
- Financial services
- Business
Account Executive - Atlantic Region - NFL/NS/NB
Sterling Brokers —Newfoundland and Labrador
- $75,000–$90,000 a year
- Full-time
- Remote
- Salesforce
- Business development
- Communication skills
- Paid time off
Quick apply
2027 Wealth Management, Winter Administrative Assistant (4-16 months)
Royal Bank of Canada —St. John's, NL
- Full-time
- Computer literacy
- Salesforce
- Research
10d
Beauty Advisor - Part Time
Sephora —St. John's, NL
- $18.00–$22.50 an hour
- Part-time
- Hospitality
- Sales
- Merchandising
8d
Beauty Advisor - Full Time
Sephora —St. John's, NL
- $18.00–$22.50 an hour
- Weekends as needed
- Hospitality
- Sales
- Merchandising
Project Sales Associate
Kent Building Supplies —Clarenville, NL
- Full-time
- Customer service
- Microsoft Office
- Travel
Competitive Commission - Mortgage Broker (Newfoundland and Labrador)
Perch Mortgage Brokerage —St. John's, NL
- $150,000–$200,000 a year
- Full-time
- Remote
- Sales
Quick apply
Financial Advisor
Royal Bank of Canada —Gander, NL
- Full-time
- Sales
- Computer skills
- Financial services
Advanced Markets Underwriting Director
Equitable CA —Newfoundland and Labrador
- $122,000–$172,000 a year
- Full-time
- Presentation skills
- Travel
- Mentoring
Quick apply
Wealth Administrator St John's
Scotiabank —St. John's, NL
- Research
- Microsoft Office
- Bachelor's
3d
Co-op Accountant, Assurance and Accounting
MNP —Mount Pearl, NL
- Customer service
- Finance
- Bachelor's
5h

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Administrative Assistant-Investment Services

ShortFinancial
St. John's, NL

Quick apply

Job details

Permanent | Full-time
$45,000–$58,000 a year

Qualifications

CRM software
Investment
Microsoft Excel
Microsoft Outlook
Customer appointment booking
Client inquiry handling
Post-secondary education
Administrative support experience
Anti-money laundering
Filing
Process improvement
Administrative and business operations experience
Finance
Administrative experience
Bachelor's
Client services
Customer service orientation
Customer support
Financial services
Appointment scheduling
Business
Client interaction
Business process improvement

Full job description

Who we are:

SHORTFINANCIAL is a premier wealth management firm in St. John’s, Newfoundland, dedicated to providing tailored financial solutions to our clients. We pride ourselves on delivering an exceptional client experience through personalized service, strategic financial planning, and a commitment to excellence. As we continue to grow, we are looking for a highly organized and proactive investment Licensed Assistant to join our team. Note that this is a full-time, in-office role.

Who You Are

You are a detail-oriented, organized professional who thrives in a structured wealth management environment. You value accuracy, confidentiality, and follow-through, and you take pride in supporting Advisors and clients through well-executed administrative and investment processes. You communicate professionally, manage competing priorities effectively, and take ownership of your work while contributing positively to a collaborative team.

You also:

Have obtained registration with CIRO as an Investment Representative by having passed the Canadian Investment Regulatory Exam (CIRE) or are willing to study, write and pass the CIRE within 3 months of starting
Have experience in an administrative role in the financial services industry
Have a solid understanding of investments
Working knowledge of compliance and documentation standards (KYC, AML)
Post-secondary education in business, finance, or office administration preferred
Have a positive attitude and strong interpersonal skills when interacting with clients and team members
Have attention to detail and accuracy in handling information.
Are tech proficient, including expertise in Microsoft Office 365 (Teams, OneDrive, Excel, Word, Outlook).
Think ahead, solve problems, and ensure seamless operations.
Are reliable, punctual, and able to maintain confidentiality.
Are eager to learn and interested in potential growth.
Are proactive and have a client-focused mindset with the ability to anticipate needs and manage multiple priorities

What You Will Be Doing

Client & Advisor Support: Prepare client meeting materials and documentation; pre-brief and debrief meetings to ensure follow-up actions are completed; and respond to client inquiries by phone and email in a professional, service-oriented manner.

Calendar Management: Book and confirm client meetings. Stay ahead of the schedule by proactively managing and anticipating upcoming tasks, appointments, and deadlines to ensure everything runs smoothly. Be prepared for what is next, adjusting for any changes, and ensuring that nothing is overlooked.

Investment & Account Administration: Support new account openings, transfers, trades, and ongoing account maintenance; prepare and process transfer paperwork; follow files through to completion; handle cheques, EFTs, and wires; ensure compliance documentation is complete and current (KYC, NCAF, AML, CASL); resolve administrative issues accurately; and keep Advisors informed of progress.

Client Service & CRM Management: Maintain accurate client records in the CRM (Maximizer), including notes, documents, and follow-ups; record client interactions consistently; support onboarding and welcome processes; and assist with ongoing client contact strategies and service standards.

Operations & Compliance Support: Run daily reports; maintain organized, audit-ready files; process client account updates; liaise with insurance and investment carriers; prepare mailings and deposits; and support regulatory and compliance requirements aligned with iA standards.

Process Improvement & Team Support: Assist with documenting and improving workflows; support onboarding and training; provide backup coverage during absences; liaise with third-party support providers; and contribute to special projects focused on efficiency and client experience.

Compensation

The offered salary will be within the range of $45,000 to $58,000 depending on experience, licensing and CIRO status.

Why Join Us?

At SHORTFINANCIAL, you’ll be part of a professional, client-focused team that values integrity, collaboration, and excellence in everything we do. We offer a welcoming work environment where your contributions are recognized, and your attention to detail helps create an outstanding experience for our clients. As part of our growing firm, you’ll have the opportunity to learn, develop your skills, and be an important part of our continued success.

If you are personable, organized, experienced with investments and tech-savvy, we would love to hear from you! Apply today to join our team. Please note that Kim Poulin of The Personal Coach ([email protected]) is assisting us with this hiring process.

Job Types: Full-time, Permanent

Pay: $45,000.00-$58,000.00 per year

Benefits:

Company events
Dental care
Disability insurance
Extended health care
Life insurance
On-site parking
Paid time off
Vision care

Application question(s):

Will you be able to reliably commute or relocate to St. John's, NL A1C 1K4 5 days per week for this job?
How many years have you worked as an Administration Assistant?
Do you require sponsorship now or at any point in the future to work in Canada?

Education:

Bachelor's Degree (preferred)

Experience:

Investment Administration: 2 years (preferred)
Investment compliance: 1 year (preferred)

Work Location: In person

Quick apply

Refine Your Search

client advisor jobs in newfoundland and labrador

Administrative Assistant-Investment Services

Senior Service Advisor

Customer Service Advisor

Finance Manager

Automotive Service Advisor

Banking Advisor

Member Service Advisor III

Group Sales and Service Support

Banking Advisor Intern

Investment Advisor

Account Executive - Atlantic Region - NFL/NS/NB

2027 Wealth Management, Winter Administrative Assistant (4-16 months)

Beauty Advisor - Part Time

Beauty Advisor - Full Time

Project Sales Associate

Competitive Commission - Mortgage Broker (Newfoundland and Labrador)

Financial Advisor

Advanced Markets Underwriting Director

Wealth Administrator St John's

Co-op Accountant, Assurance and Accounting

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