stoney creek on client advisor Jobs – 82 Openings This Week

Investment Administrator
Elby Professional Recruitment Inc —Burlington, ON
- $55,000–$65,000 a year
- Microsoft Excel
- Microsoft Office
- Administrative experience
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Sales Associate Advisor, Advisor, Sales Manager, Insurance and Investments
Sun Life Financial —Hamilton, ON
- Full-time
- Sales
- Business development
- In-person
Quick apply
Mortgage Specialist - Halton Region
Scotiabank —Burlington, ON
- Sales
- Communication skills
- Negotiation
- Dental care
Senior Tax Manager
77 consultants —Hamilton, ON
- Full-time
- Research
- Accounting
- Leadership
Quick apply
Associate Investment Advisor
CIBC —Burlington, ON
- Full-time
- Presentation skills
14h
High Net Worth Planner
TD Bank —Oakville, ON
- $115,600–$163,200 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Finance
- Paid time off
14h

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Sales Associate Advisor, Advisor, Sales Manager, Insurance and Investments
Sun Life Financial —Hamilton, ON
Grow a Client base by prospecting within your network and in your community. Strong sales orientation and a passion for putting Clients first.
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Automotive Technician (310S Required)
Volvo Cars Hamilton —Hamilton, ON
Valid driver’s license with a clean driving record. Volvo certification or experience working with European vehicles. Maintain a clean and organized workspace.
$80,000–$100,000 a year
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Family Success Manager 家庭支持顾问
InGenius Prep —Toronto, ON
You’ll be the key point of contact for parents throughout their child’s study abroad journey—providing timely updates, thoughtful recommendations, and genuine…
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Finance Controller
Vaco by Highspring —Oshawa, ON
University degree with a focus in Business Administration, Finance, Accounting, or a related discipline. Manage business planning and budgeting processes,…
$140,000–$174,500 a year
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Investment Administrator

Elby Professional Recruitment Inc
Burlington, ON

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Job details

$55,000–$65,000 a year

Qualifications

Microsoft Excel
Microsoft Office
Administrative experience

Full job description

Our client, a Burlington-based boutique investment firm, is seeking a capable and detail-oriented Investment Administrator to join their team. This role, which is 100% in-office, is well-suited to administrative-focused professional who is self-directed, resourceful, and comfortable working independently in a professional office environment. If you enjoy focused work, problem-solving, and taking ownership of your responsibilities, this opportunity may be a strong fit.

This position is designed to strengthen the firm’s investment administration function and serve as a key support and back-up to an established fund administrator. You will play an important role in ensuring accuracy, maintaining high service standards, and supporting the firm’s investment operations.

What our client has to offer:

Competitive salary
2 weeks of vacation
Comprehensive benefits program

Responsibilities:

Assist in the preparation, review, and tracking of investment documentation, including subscription agreements, investor on-boarding materials, and internal approval processes.
Coordinate collection and verification of investor information and maintain accurate records and internal systems.
Assist in the preparation of regulatory filings and ensure they are completed in a timely manner.
Be the initial point of contact for advisor-related enquiries and providing information relating to funds, portfolios, prices, distributions, and fund dealing procedures.
Support the investments, finance, sales and operations teams within the firm with fund operational matters.
Assist leadership and administration with various tasks, including documentation, data entry, and other assigned duties.
Prepare and track expense reports and reconcile receipts.
Support internal events and team activities (e.g., staff gatherings, client meetings).
Ensure office facilities and common areas remain clean, organized, and well-stocked.

Qualifications:

2+ years in an administrative role, preferably within a finance, investment, or accounting context
Technologically savvy with a strong working knowledge of Microsoft Office, particularly Excel (ability to manipulate data, review reports, and work confidently within spreadsheets)
Highly detail-oriented, organized, and reliable
Comfortable working independently and taking initiative to solve problems with minimal oversight. A confident, self-sufficient working style combined with the drive to learn and grow.

This posting is for an open vacancy currently available within our client’s organization. Interested and qualified candidates are encouraged to apply. We thank all applicants for their interest; however, only those selected for further consideration will be contacted.

To be eligible for this role, you must be legally entitled to work in Canada.

Please note that we use AI tools as part of our recruitment process to enhance efficiency and improve the candidate experience.

#IND1

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client advisor jobs in stoney creek on

Investment Administrator

Sales Associate Advisor, Advisor, Sales Manager, Insurance and Investments

Mortgage Specialist - Halton Region

Senior Tax Manager

Associate Investment Advisor

High Net Worth Planner

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