Licensed Wealth Advisor Assistant

2 weeks ago

Cochrane, Canada Raymond James Ltd. Full time

Raymond James Independent Financial Services is seeking a full-time Licensed Wealth Advisor Assistant to work in our Cochrane 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 Licensed Administrative Assistant/Wealth Manager Assistant in a financial services firm, the candidate must have meticulous attention to detail, a positive attitude, exceptional interpersonal skills, and be responsible, self‑motivated and a team player. This position’s primary focus is to assist Financial Advisors in building their business using strong administration, communication, and interpersonal skills. Responsibilities Process and follow‑up on security transfers and transactions including liaising with the trade desk and back office. Manage incoming and outgoing phone calls with clients. Foster and support client relationships by liaising with clients, responding to requests, and proactively problem‑solving. Prepare correspondence and reports, including event planning and coordination. Review and process all cheques, banking, and stock certificates from clients. Maintain Financial Advisor files and perform other general office duties. Open accounts and manage all documentation requirements; update accounts and create quarterly / bi‑annual portfolio reviews. Requirements Minimum of 2 years investment industry experience. Completion of the Canadian Securities Course and 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 skills. Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook). The ability to handle confidential information. The ability to work in a team environment and demonstrate a professional and friendly manner. Strong organizational and problem‑solving skills. Meticulous attention to detail. About the Position This is a permanent full‑time position with a competitive compensation and benefits package. Location: 624 - 2nd St. West Cochrane, Alberta, T4C 1Z7. Primary location: CA-AB-Cochrane. How to Apply If you are interested in joining our team, please submit your cover letter and resume quoting the position to Cochrane Wealth Management | Raymond James Ltd., 624 - 2nd St. West Cochrane, AB T4C 1Z7. Please address your application to Greg Wood, greg.wood@raymondjames.ca. 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. Equal Opportunity Statement Raymond James Ltd. recognizes 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 and advise that only those under consideration will be contacted. #J-18808-Ljbffr

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