Financial Advisor Assistant

4 weeks ago

Calgary AB, Canada Raymond James Full time

2500694 Raymond James Independent Financial Services is seeking a full-time Licenced Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. Raymond James Ltd. is one of Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Drawing on at least two years previous experience as a Licenced Administrative Assistant/Wealth Manager Assistant in a financial services firm, the candidate must have a meticulous attention to detail, possess a positive attitude and have exceptional interpersonal skills, as they will be dealing directly with clients. This position's primary focus is to assist Financial Advisor's build their business using strong administration, communication, and interpersonal skills. Process and follow-up on security transfers & transactions including liaising with the trade desk and back office.
~ Manage incoming and outgoing phone calls with clients.
~ Open accounts and manage all documentation requirements.
~ Update accounts and create quarterly / bi-annual portfolio reviews.
~ Be involved in preparing correspondence and reports, event planning and coordination.
~ Review and process all cheques, banking, and stock certificates from clients.
~ Maintain Financial Advisor files and other general office duties.

A minimum of 2 years investment industry experience.
Experience with Dataphile & Microsoft Dynamics is a definite asset.
Superior customer service skills and excellent verbal and written communication skills.
Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook).
This is a permanent full-time position with a competitive compensation and benefits package.
Mission Wealth Advisors | Raymond James Ltd.
We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check.
Should you require accommodation, please contact us using the above details and we will be happy to help.
Job Wealth management
Organization PCG IFS
Schedule Full-time

  • Financial Advisor Assistant: Client Service

    3 weeks ago

    Calgary, Canada Raymond James Financial Full time

    A leading investment firm in Calgary is seeking a Licensed Financial Advisor Assistant to support financial advisors and manage client requests. Responsibilities include processing trades, aiding in client paperwork, and fostering client relationships. Candidates should have post-secondary education and relevant experience in the financial sector. The firm...

  • Head of Advisor Engagement, Western Region

    3 weeks ago

    , AB, Canada Independent Advisor Solutions Full time

    Head of Advisor Engagement, Western Region Join to apply for the Head of Advisor Engagement, Western Region role at Independent Advisor Solutions. Location: This position will be based out of our Calgary office. Founded in 2024, Independent Advisor Solutions Inc. provides a suite of distinct solutions for advisors, including sub-advisory oversight of...

  • Western Regional Advisor Engagement Director

    3 weeks ago

    , AB, Canada Independent Advisor Solutions Full time

    A leading financial services organization in Calgary is seeking a Head of Advisor Engagement for the Western Region, responsible for overseeing relationships with investment advisors across Alberta and beyond. The role demands strong leadership and communication skills, with a focus on developing engagement strategies to support business growth. The ideal...

  • SUN LIFE FINANCIAL ADVISOR

    3 weeks ago

    Calgary, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Calgary, Albertatime type: Full timeposted on: Posted Todayjob requisition id: JR00034437You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues -...

  • SUN LIFE FINANCIAL ADVISOR

    3 weeks ago

    Calgary, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Calgary, Albertatime type: Full timeposted on: Posted Todayjob requisition id: JR00034437You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues -...

  • Licenced Wealth Advisor Assistant

    4 weeks ago

    Calgary, Canada Raymond James Financial Full time

    Licensed Wealth Advisor Assistant (2500694) Raymond James Independent Financial Services is seeking a full‑time Licensed Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...

  • Licenced Wealth Advisor Assistant

    4 weeks ago

    Calgary, Canada Raymond James Financial Full time

    Licensed Wealth Advisor Assistant (2500694) Raymond James Independent Financial Services is seeking a full‑time Licensed Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...

  • Licenced Wealth Advisor Assistant

    3 weeks ago

    Calgary, Canada Raymond James Financial Full time

    Licensed Wealth Advisor Assistant (2500694) Raymond James Independent Financial Services is seeking a full‑time Licensed Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...

  • Associate Financial Advisor

    2 days ago

    Calgary, Canada Griffith & Associates Financial & Estate Planning Full time

    Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage over...

  • SUN LIFE FINANCIAL ADVISOR

    1 week ago

    Calgary, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR Apply locations Calgary, Alberta Time type: Full time Posted on: Posted Yesterday Job requisition id: JR00034437 You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are...