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Added 18 hours ago
H
IT Project Manager
HrBrain
Featured · Posted directly by employer
Waterloo, ON
- $70 CAD / hour
- Contract
Partner closely with the Product Owner, business stakeholders, technology teams, architects, vendors, and other delivery partners to coordinate priorities and maintain delivery alignment.
Added 12 mins ago
Senior Manager, Data Product Management
Scotiabank
Toronto, ON
The Senior Manager, Data Product Management, has a key role in the Global Wealth Management (GWM) Data Centre of Excellence. Reporting to the Director, Data Product Management, this role is…
Added 26 mins ago
RJ
Licensed Wealth Advisor Assistant
Raymond James Ltd.
Calgary, AB
- Full-time
Drawing on at least two years previous experience as a Licenced Administrative Assistant/Wealth Manager Assistant in a financial services firm, the candidate must have a meticulous…
Added 56 mins ago
BG
Senior Project Manager (Construction)
BTY Group
Calgary, AB
- Full-time
Our Project Management team is looking for a Senior Project Manager to join them in Alberta (Calgary or Edmonton).
Added 56 mins ago
CO
Temporary Technical Lead (Housing Accelerator Fund) Up to 18 Months
City of Saint John
Saint John, NB
- Temporary
Under the general supervision of the HAF Project Manager, you will be part of a high-caliber cross functional team leading the E-Permitting Initiative under the City of Saint John Housing…
Added 56 mins ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
…while delivering a broad range of human resources programs, services, and initiatives. The Human Resources Generalist serves as a trusted resource for administration, benefits, learning and…
Added 56 mins ago
UO
Systems Administrator Operations
University of Victoria
Victoria, BC
- Full-time
Reporting to the Manager, Data Centre Services, the Systems Administrator Operations works as part of a team to ensure the operational effectiveness of the university’s servers, storage and…
Added 1 hour ago
CD
Business Development Manager
Consolidated Dealers Co-Op Inc.
Winnipeg, MB
- Full-time
Are you a hunter, relationship builder and driven sales professional who loves opening doors, winning new business and building lasting partnerships?
Added 1 hour ago
C&
Senior Immigration Case Manager/Client Experience & Transformation
Caron & Partners LLP
Calgary, AB
- Full-time
You will manage sophisticated employer and business immigration matters while helping us build a modern, AI-enabled, technology-driven and client-centred approach to immigration service…
Added 2 hours ago
NB
Senior Account Manager, Commercial Banking
National Bank of Canada
Coquitlam, BC
- Full-time
A career as a Senior Account Manager, Commercial Banking at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied…
Added 2 hours ago
NB
Senior Data Scientist
National Bank of Canada
Montreal, QC
- Full-time
…expertise in data science, advanced analytics and understanding of business…
Added 2 hours ago
Copilot Platform Administrator
GHD Group Pty Ltd
Waterloo, ON
…been built, support production readiness, and ensure Copilot services operate as expected across the…
Added 2 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Day
Shoppers Drug Mart
Vaughan, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 3 hours ago
SH
Server l Part Time l Novotel Toronto Centre
Silver Hotel Group
Toronto, ON
- Part-time
Reporting to the Outlets Manager, you would be responsible for performing the following tasks to the highest standards:
Added 3 hours ago
FI
Content Marketing Manager
Fulfillment IQ
Remote, Canada
- $85,000 to $100,000 CAD / year
- Full-time
- Remote
Named-account campaigns: we pick accounts with our sellers, identify the buyer and a credible business problem, and reach them through content, organic LinkedIn, email, the website and…
Added 3 hours ago
SD
Cashier Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 4 hours ago
FI
Senior Marketing Manager
Fulfillment IQ
Remote, Canada
- $115,000 to $130,000 CAD / year
- Full-time
- Remote
Named-account campaigns: we pick accounts with our sellers, identify the buyer and a credible business problem, and reach them through content, organic LinkedIn, email, the website and…
Added 4 hours ago
R|
ACCESS ALS Program Development Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Temporary
In partnership with program leadership, develops and promotes the program's trial activation services to industry sponsors and CROs, supporting business development;
Added 4 hours ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Thunder Bay, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 4 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 5 hours ago
BT
Manager
Baker Tilly Canada
Moncton, NB · Greater Moncton, NB
- Full-time
We are looking for a Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll collaborate with a…
Added 5 hours ago
W
Senior Process Engineer (Minerals & Metals)
Wood
Burlington, ON
- $157,000 to $192,000 CAD / year
- Full-time
Reporting to the Process Department Manager, this role has overall responsibility to manage and execute the delivery of best practice process plant designs and associated services in…
Added 5 hours ago
EC
Senior Customer Success Manager, Defence
Esri Canada
Ottawa, ON
- Full-time
Esri Canada has an exceptional opportunity for a full-time Senior Customer Success Manager, Defence to join our Federal Sector team.
Added 5 hours ago
EC
Senior Customer Success Manager, Prairies
Esri Canada
AB · Edmonton, AB
- Full-time
…and executive‑level engagement. The Senior Customer Success Manager acts as a trusted advisor to senior stakeholders, leads multi‑year customer success strategies, and orchestrates…
Added 6 hours ago
RM
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As the Integrated Manager, you will oversee day-to-day operations of Diagnostic Imaging services at both Ross Memorial Hospital (RMH) and Haliburton Highlands Health Services (HHHS). Your…
Added 6 hours ago
SD
Merchandiser, Hourly Part Time Evening
Shoppers Drug Mart
Vancouver, BC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.

Raymond James Ltd.

Licensed Wealth Advisor Assistant

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Mar 13, 2027
Experience: A minimum of 2 years investment industry experience.
Posting language: English
Posted: Nov 7, 2026

Original job description

Raymond James Independent Financial Services is seeking a full-time Licenced 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 Licenced 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, 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.

Job

Wealth management

Primary Location

CA-AB-Calgary-Calgary

Organization

PCG IFS

Schedule

Full-time

Apply About employer

More about this job

Responsibilities

Support financial advisors with business administration, client communications, account openings, documentation, and portfolio reviews. Process transfers, transactions, cheques, banking items, and stock certificates, while maintaining advisor files and assisting with correspondence, reports, and events.

Requirements

Requires at least two years of investment industry experience and completion of the Canadian Securities Course and Conduct and Practices Handbook, with IR or RR registration. Candidates should have strong customer service and communication skills, Microsoft Office proficiency, attention to detail, organizational and problem-solving abilities, and the ability to handle confidential information and work well in a team; Dataphile and Microsoft Dynamics experience are assets.

Skills

Customer Service
Verbal Communication
Written Communication
Attention To Detail
Organization
Problem-Solving
Teamwork
Microsoft Office
Account Administration
Transaction Processing
Portfolio Reviews
Confidential Information Handling
Event Planning

Benefits

Competitive Compensation
Benefits Package

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Investment Industry
Canadian Securities Course
Conduct And Practices Handbook
IR Registration
RR Registration
Dataphile
Microsoft Dynamics
Microsoft Office
Word
Excel
PowerPoint
Outlook
Security Transfers
Transaction Processing
Account Opening
Portfolio Reviews
Client Relationships
Customer Service
Financial Advisor Support
Client Documentation
Trade Desk
Back Office
Event Planning
Confidential Information

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