Licenced Wealth Advisor Assistant
4 weeks ago
Apply for the Licenced Wealth Advisor Assistant role at Raymond James Ltd. Raymond James Independent Financial Services is a leading independent investment dealer in Canada, offering high‑quality investment products and services to Canadians seeking customized wealth‑management solutions. This full‑time, permanent position is located in the Mission Wealth Advisors Calgary office and supports Financial Advisors by providing strong administration, communication, and interpersonal skills. Responsibilities Process and follow‑up on security transfers & transactions, liaising with the trade desk and back office. Manage incoming and outgoing phone calls with clients. Foster and support client relationships. Open accounts and manage all documentation requirements. Update accounts and create quarterly and bi‑annual portfolio reviews. Prepare correspondence and reports; coordinate event planning. Review and process client cheques, banking, and stock certificates. Maintain Financial Advisor files and perform general office duties. Requirements Minimum of 2 years’ experience in the investment industry. Completion of the Canadian Securities Course and the Conducts and Practices Handbook (IR or RR registration). Experience with Dataphile & Microsoft Dynamics is a definite asset. Superior customer‑service skills and excellent verbal and written communication. Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook). Ability to handle confidential information. Ability to work in a team environment and demonstrate a professional and friendly manner. Strong organizational and problem‑solving skills. Meticulous attention to detail. This is a permanent full‑time position with a competitive compensation and benefits package. To apply, submit your cover letter and resume, quoting the position, by 11/10/2025 to:Mission Wealth Advisors | Raymond James Ltd.#400 – 320 23 Ave SWCalgary, AB T2S 0J2missionwealthadvisors@raymondjames.ca Applicants must complete a background verification process prior to commencing employment, including but not limited to a credit and criminal record check. Raymond James Ltd. recognises the value of a diverse workforce and appreciates the unique skills and special contributions of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above details and we will be happy to help. We thank all candidates for their interest; only those under consideration will be contacted. #J-18808-Ljbffr
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Licenced Wealth Advisor Assistant
2 weeks ago
Calgary, Alberta, Canada Raymond James Full time $80,000 - $120,000 per yearRaymond 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...
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Licenced Wealth Advisor Assistant
2 weeks ago
Calgary, Alberta, Canada Raymond James Full time $60,000 - $90,000 per year2500694Raymond 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...
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Licenced Wealth Advisor Assistant
5 days ago
Calgary, Canada Raymond James Financial, Inc. Full time2500694 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...
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Licenced Wealth Advisor Assistant
4 weeks ago
Calgary, Canada Raymond James Ltd. Full timeApply for the Licenced Wealth Advisor Assistant role at Raymond James Ltd. Raymond James Independent Financial Services is a leading independent investment dealer in Canada, offering high‑quality investment products and services to Canadians seeking customized wealth‑management solutions. This full‑time, permanent position is located in the Mission...
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Licenced Wealth Advisor Assistant
4 weeks ago
Calgary, Canada Raymond James Financial Full timeLicensed 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...
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Licenced Wealth Advisor Assistant
4 weeks ago
Calgary, Canada Raymond James Financial Full timeLicensed 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...
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Licenced Wealth Advisor Assistant
3 weeks ago
Calgary, Canada Raymond James Financial Full timeLicensed 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...
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Wealth Advisor Assistant
4 weeks ago
Calgary, Canada Raymond James Ltd. Full timeA leading investment firm in Calgary is seeking a Licenced Wealth Advisor Assistant to support Financial Advisors. The role involves managing client relationships, processing transactions, and maintaining documentation. The ideal candidate has at least 2 years of experience in the investment industry, is customer-focused, and proficient in Microsoft Office....
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Wealth Advisor Assistant
4 weeks ago
Calgary, Canada Raymond James Ltd. Full timeA leading investment firm in Calgary is seeking a Licenced Wealth Advisor Assistant to support Financial Advisors. The role involves managing client relationships, processing transactions, and maintaining documentation. The ideal candidate has at least 2 years of experience in the investment industry, is customer-focused, and proficient in Microsoft Office....
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Financial Advisor Assistant
4 weeks ago
Calgary, AB, Canada Raymond James Full time2500694 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...
