Licensed Wealth Advisor Assistant

Licensed Wealth Advisor Assistant –

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 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.