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Licenced Wealth Advisor Assistant
2 days ago
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 customized solutions to their wealth management needs.
Drawing on at least two years of previous experience as a Licensed Administrative Assistant/Wealth Manager Assistant in a financial services firm, the candidate must possess meticulous attention to detail, a positive attitude, exceptional interpersonal skills, and be responsible, self‑motivated and a team player.
Responsibilities
- 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.
- Foster and support client relationships, responding to requests and proactively solving problems.
- Open accounts and manage all documentation requirements.
- Update accounts and create quarterly / bi‑annual portfolio reviews.
- Prepare correspondence and reports, and assist with event planning and coordination.
- Review and process all cheques, banking, and stock certificates from clients.
- Maintain Financial Advisor files and perform general office duties.
Requirements
- Minimum of 2 years investment industry experience.
- Completion of the Canadian Securities Course and the Conducts and Practices Handbook (IR or RR Registration).
- Experience with Dataphile & Microsoft Dynamics (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.
If you are interested in joining our team, please submit your cover letter and resume, quoting the position, by 11/10/2025 to:
Mission Wealth Advisors | Raymond James Ltd.
#400 – 320 23 Ave SW
Calgary, AB T2S 0J2
missionwealthadvisors@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.
We thank all candidates for their interest and advise that only those under consideration will be contacted.
Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution 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.
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