Full-time
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Investment Advisor Assistant: Client Services & Compliance
Posted by Ventum Financial • June 04, 2026
Description
A leading Canadian investment firm is looking for Investment Advisor Assistants to support its Private Client Services team. This role involves building client relationships, executing trades, preparing compliance documentation, and providing exceptional service. Ideal candidates should have at least 3 years of experience in financial services, possess CIRO licensing, and demonstrate strong organizational and interpersonal skills. Join an inclusive environment that values respect and support for all employees.
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