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Added 7 mins ago
SD
Merchandiser, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Halifax, NS
- 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 7 mins ago
SD
Cashier Manager, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Ottawa, ON
- Part-time
…departments to ensure achievement of store objectives and excels in customer…
Added 7 mins ago
SD
Front Store Supervisor, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Beaumont, AB
- Part-time
Managing the customer service functions, including cash, cashiers and merchandising.
Added 7 mins ago
SD
Post Office Clerk, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Ottawa, ON
- Part-time
To provide prompt and superior customer service at the retail postal outlet.
Added 7 mins ago
W
(CAN) Préposé aux caisses libre-service
Walmart
Sainte-Agathe-des-Monts, QC
- Part-time
Working as a Self‑Checkout Attendant at Walmart Canada offers a great opportunity to build valuable skills in customer service and retail operations. The Self‑Checkout Attendant supports a…
Added 7 mins ago
W
Cashier
Walmart
Kitchener, ON
- Part-time
…skills in the retail industry. A Cashier provides exemplary customer service during the checkout process to drive customer loyalty. A Cashier is a total loss champion, protecting company…
Added 7 mins ago
W
OMNI Customer Fulfillment Associate
Walmart
ON
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 7 mins ago
LC
Salad Bar Clerk Part Time Day
Loblaw Companies Limited
Newmarket, ON
- Part-time
Added 7 mins ago
LC
Cashier Part Time Day
Loblaw Companies Limited
Humboldt, SK
- Part-time
Added 7 mins ago
LC
Deli Clerk Part Time Day Greenlight Requisition
Loblaw Companies Limited
Vanderhoof, BC
- Part-time
Added 7 mins ago
LC
Produce Clerk Part Time Evening
Loblaw Companies Limited
Athabasca, AB
- Part-time
Added 7 mins ago
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Grocery Clerk Part Time Day
Loblaw Companies Limited
Toronto, ON
- Part-time
Added 7 mins ago
LC
Cashier Part Time Day Greenlight Requisition
Loblaw Companies Limited
Humboldt, SK
- Part-time
Added 7 mins ago
3
Customer Success Program Manager
360insights
Whitby, ON
- $57,000 to $80,000 CAD / year
…programs. This role is well suited to someone with experience in Customer Success,…
Added 7 mins ago
Master Scheduler
CMP Group Ltd.
Delta, BC
Added 23 mins ago
VM
2027 Summer Sales Student
Vantage Marketing Canada
Aurora, ON
- Full-time
Added 23 mins ago
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Barista
Spacca Roma
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Added 23 mins ago
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CAN MARSHALLS STORE 0727 DUFFERIN MALL TEMPORARY PT SALES ASSOCIATE
The TJX Companies, Inc.
Toronto, ON
- Part-time
Added 37 mins ago
MS
Digital Payload Architect
MDA Space
Sainte-Anne-de-Bellevue, QC
- Full-time
…experts has the knowledge and know-how to turn an audacious customer vision…
Added 37 mins ago
RJ
Licensed Wealth Advisor Assistant
Raymond James Ltd.
Calgary, AB
- Full-time
Added 37 mins ago
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Rope Access NDT Technicians
Rockwood Service Corporation
Rocky View No 44, AB · Rocky View County, AB
- Full-time
Echo NDE is a wholly owned subsidiary of TIC Solutions and provides full service non-destructive testing, inspection, and integrity services throughout North America. Our wide array of…
Added 37 mins ago
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School Supervisor
Fitzrovia
Toronto, ON
- $75,000 to $85,000 CAD / year
- Full-time
…Ministry compliance oversight, staff management, and high-touch customer service appropriate for a private school…
Added 37 mins ago
RS
Phased Array Technician - Pipeline Integrity
Rockwood Service Corporation
Edmonton, AB
- Full-time
Echo NDE is a wholly owned subsidiary of Rockwood Service Corporation and provides full service non-destructive testing, inspection, and integrity services throughout North America. Our…
Added 37 mins ago
RS
Visual Inspectors - API 510 (ISI) - 2027 Turnaround Season
Rockwood Service Corporation
Rocky View No 44, AB · Rocky View County, AB
- Full-time
Echo NDE is a wholly owned subsidiary of TIC Solutions and provides full service non-destructive testing, inspection, and integrity services throughout North America. Our wide array of…
Added 37 mins ago
AI
Project Coordinator
Allmar Inc.
Red Deer, AB
- $65,000 to $75,000 CAD / year
- Full-time
…ensure that material is ordered, fabricated and delivered to the customer based on the project timelines. Project Coordinators are responsible for accurate reporting through the ERP system…

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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