As of November 7, 2026, Jobsy lists 9 investment advisor assistant jobs in Canada. The most active employers are CGC Canaccord Genuity Corp., Raymond James Ltd. and CG. Skills often requested: microsoft office, communication skills, attention to detail and organizational skills.
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2+ YOECandidates need 2 to 3 years of administrative experience, ideally in the securities industry. A CIRO Investment Representative licence is preferred, strong organization and communication skills, and intermediate to advanced Microsoft Office skills.
Microsoft Office, Dataphile, Envestnet, Salesforce, netx360
2+ YOECandidates need 2-3 years of related securities industry experience, CSC and CPH completion and CIRO licensing. Strong communication, organization, attention to detail and computer skills are also required.
2+ YOECandidates need 2-3 years of related experience, a CIRO Investment Representative licence or active progress toward one, strong communication and organizational skills, and intermediate to advanced MS Office skills. Experience with Dataphile, Envestnet, Salesforce or netx360 and interest in financial planning or insurance are assets.
MS Office, Dataphile, Envestnet, Salesforce, netx360
2+ YOECandidates need at least 2 years of investment industry experience and post-secondary education, with IR licensing or the Canadian Securities Course preferred. Strong skills in MS Office, client service, attention to detail and handling confidential information are required.
MS Office, Word, Excel, Outlook, Dataphile, Croesus
Candidates need post-secondary education, an IR licence or completion of licensing within 6 months of hire, and strong MS Office skills in Word, Excel and Outlook. They also need excellent communication, attention to detail, time management and the ability to handle confidential information under deadline pressure.
3+ YOECandidates need at least 3 years of administrative or sales support experience in regulated financial services and a CIRO licence (IR or RR), with Options licensing strongly preferred. They also need advanced Microsoft Office skills, strong organization, and discretion with sensitive information.
Dataphile, CRM, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Haywood Securities: Haywood Securities is an investment firm that values its independence and its entrepreneurial spirit.
Haywood Securities needs candidates with office experience, strong Microsoft Office skills in Excel and Outlook, excellent attention to detail for data entry, and good telephone and communication skills. Financial industry experience and the CSC are assets.
Microsoft Excel, Microsoft Outlook, Microsoft Office Suite, Dataphile
2+ YOECandidates need 2-3 years of related experience with a solid understanding of the securities industry, plus CSC and CPH completion or willingness to complete them and CIRO IR licensing. Strong communication, organization, attention to detail and intermediate to advanced MS Office skills are required.
Candidates need current CIRO-ID Investment Representative registration in good standing, the CIRO Derivatives licence, and financial services or brokerage experience with working knowledge of quotation systems. Fluency in French and English is required, and a Registered Representative licence is an asset.
CGC Canaccord Genuity Corp. (3), Raymond James Ltd. (2), CG (1), CIBC World Markets Inc (Canada) (1) and Haywood Securities (1).
What skills do investment advisor assistant jobs ask for?
Postings most often mention microsoft office, communication skills, attention to detail, organizational skills, csc, ciro, interpersonal skills and work independently.