Financial Advisor Assistant: Client Service
2 weeks ago
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 offers flexible workstyles and a comprehensive benefits package.
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Financial Advisor Assistant
1 week ago
Calgary, Canada Raymond James Financial, Inc. Full time**Financial Advisor Assistant** - 2403759 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their...
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Client Service Specialist
13 hours ago
Calgary, Canada CI Financial Full timeA financial services firm in Calgary is seeking a detail-oriented Client Service Associate. This role involves providing exceptional client support to Financial Advisors by managing inquiries, processing transactions, and collaborating with internal teams. The ideal candidate must have 1-3 years of client service experience in the investment or banking...
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Client Service Associate
7 days ago
Calgary, Canada CI Financial Corp. Full timeDescription At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing...
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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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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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Client Service Associate
1 week ago
Calgary, Alberta, Canada CI Financial Full timeAt CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.As a Client...
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Wealth Advisor Assistant
1 week ago
Calgary, Canada Raymond James Financial, Inc. Full time2500562 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. **_ Wealth...
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SUN LIFE FINANCIAL ADVISOR
3 weeks ago
Calgary, Canada Sun Life Financial Full timeSUN 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 -...
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SUN LIFE FINANCIAL ADVISOR
4 weeks ago
Calgary, Canada Sun Life Financial Full timeSUN 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 -...
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SUN LIFE FINANCIAL ADVISOR
4 weeks ago
Calgary, Canada Sun Life Financial Full timeSUN 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...