Licensed Wealth Advisor Assistant

1 week ago

Cochrane, Alberta, Canada Raymond James Full time $37,500 - $75,000 per year
  • 2500727

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 a meticulous attention to detail, possess a positive attitude and have exceptional interpersonal skills, as they will be dealing directly with clients. The successful candidate must also be responsible, self-motivated and a team player.

This position's primary focus is to assist Financial Advisor's build their business using strong administration, communication, and interpersonal skills.

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.
  • Open accounts and manage all documentation requirements.
  • Update accounts and create quarterly / bi-annual portfolio reviews.
  • Foster and support client relationships by liaising with clients, respond to requests and proactive problem solving.
  • 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.

Requirements:

  • A minimum of 2 years investment industry experience
  • Completion of the Canadian Securities Course as well as 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 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.

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 to:

Cochrane Wealth Management | Raymond James Ltd.

624 - 2nd St. West Cochrane, AB T4C 1Z7

Greg Wood

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.

Job Wealth management

Primary Location CA-AB-Cochrane

Organization PCG IFS

Schedule Full-time

  • Financial Services Advisor

    5 days ago

    Cochrane, Alberta, Canada Cochrane Toyota Full time $40,000 - $80,000 per year

    Join Our Award-Winning Toyota Dealership as a Financial Services AdvisorAre you passionate about delivering exceptional customer service and excited about helping people achieve their automotive dreams? We are seeking a motivated and personable Financial Services Advisor to join our team at Cochrane Toyota.About Us:Our dealership has been recognized for...

  • Express Service Advisor

    1 week ago

    Cochrane, Alberta, Canada Cochrane Toyota Full time $40,000 - $60,000 per year

    About the Role:Express Lane Service Advisors are the first point of contact for our quick-service guests. You'll greet customers, listen to their needs, and ensure their express services (oil changes, tire rotations, filters, and other light maintenance) are handled efficiently and accurately. Your role is to deliver a 5-star guest experience while keeping...

  • Express Service Advisor

    1 week ago

    Cochrane, Alberta, Canada Cochrane Toyota Full time $45,000 - $70,000 per year

    About the Role:Express Lane Service Advisors are the first point of contact for our quick-service guests. You'll greet customers, listen to their needs, and ensure their express services (oil changes, tire rotations, filters, and other light maintenance) are handled efficiently and accurately. Your role is to deliver a 5-star guest experience while keeping...

  • Automotive Sales

    1 week ago

    Cochrane, Alberta, Canada Cochrane Toyota Full time $55,000 - $66,000 per year

    Product Advisor - Cochrane ToyotaAre you passionate about delivering an exceptional customer experience? Do you thrive in a dynamic, people-focused environment? If so, we want you on our teamAbout The RoleAs a Product Advisor, you'll be the face of our Toyota dealership—guiding customers through one of the most exciting moments in their lives: choosing...

  • Automotive Detailer/PPF Installer/Box Liner Installer

    1 week ago

    Cochrane, Alberta, Canada Cochrane Dodge Jeep Ram Full time $22,000 - $30,000 per year

    Cochrane Dodge is Hiring a Vehicle Detailer, PPF Installer and Box Liner ApplicatorWe're on the hunt for a reliable, hard-working individual to join our team as a detailer and PPF Installer and Box Liner Applicator. This role involves cleaning and preparing vehicles for delivery and display, both inside and out and prepping/installing PPF and Box Liner....

  • Parts Associate

    1 week ago

    Cochrane, Alberta, Canada Cochrane Toyota Full time $60,000 - $100,000 per year

    About the Role:Cochrane Toyota is seeking our next great team member to join our Parts Department as a full-time Parts Associate. As a key member of our dealership, you'll play an essential role in supporting both our service team and our retail customers by providing accurate, efficient, and friendly parts service. You'll ensure our technicians and guests...

  • Parts Associate

    7 days ago

    Cochrane, Alberta, Canada Cochrane Toyota Full time $45,000 - $60,000 per year

    About the Role:Cochrane Toyota is seeking our next great team member to join our Parts Department as a full-time Parts Associate. As a key member of our dealership, you'll play an essential role in supporting both our service team and our retail customers by providing accurate, efficient, and friendly parts service. You'll ensure our technicians and guests...

  • Evening Detail Manager

    1 week ago

    Cochrane, Alberta, Canada Cochrane Toyota Full time $60,000 - $80,000 per year

    About the Role:Cochrane Toyota is seeking an experienced and motivated Evening Detail Manager to lead our evening detailing operations. Reporting to the Operations Manager, this role is responsible for managing the evening detail team, ensuring all vehicles are detailed to Cochrane Toyota's high standards, and maintaining a smooth, efficient workflow...

  • Cochrane Day Support Program Worker

    1 week ago

    Cochrane, Alberta, Canada CLAS (Community Living Alternative Services Ltd.) Full time $41,400 - $45,200 per year

    Community Living Alternative Services (CLAS) is currently seeking an individual to fill the position of Day Support Worker (Community Disability Service Worker) in our Cochrane Community Program.Position Summary: The Day Support Community Disability Service Worker is a front-line community disability service role that has responsibility to support and...

  • Parts Wholesale Specialist

    1 week ago

    Cochrane, Alberta, Canada Northstar Auto Group Full time $52,800 - $62,400 per year

    Join Our Team at Northstar Ford in CochraneNorthstar Ford is on the lookout for a passionate and dedicated individual to join our growing Parts Department in Cochrane, AlbertaWe're looking for a customer-focused and organized Parts Wholesale Specialist to join our team You'll play a key role in supporting both retail and wholesale customers, ensuring they...