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Added 19 mins ago
GE
Reservation Agent - Internal Candidates Only
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Front Office supervisor, Assistant Front Office Manager, and/or Front Office Manager, the Reservation Agent promotes and sells room nights to existing and…
Added 34 mins ago
SD
Merchandiser, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Halifax, NS
- Full-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 50 mins ago
S
Communications + Public Affairs Assistant
Sutherland
Toronto, ON · Greater Toronto Area, Canada
- Full-time
We are seeking a motivated, detail-oriented Communications & Public Affairs Assistant to support our Managing Partner, Communications Manager and broader communications team. This is a…
Added 1 hour ago
RJ
Licensed Wealth Advisor Assistant
Raymond James Ltd.
Calgary, AB
- Full-time
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…
Added 2 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
We have 8 physicians, RN, LPN, clinic manager, and full MOA support. No sub-specialty is required. Hospital privileges are not necessary. Long Term Care is not required.
Added 3 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Day
Shoppers Drug Mart
Vaughan, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 5 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 5 hours ago
EB
Store Manager - Jo Malone London - Fulltime - Chinook Centre - Calgary AB
ELC Beauty LLC
Calgary, AB
- Full-time
We are looking for a dynamic and inspirational Store/Retail/Counter Manager to lead, coach and develop our team of Sales Associates to achieve all sales, customer service and operational…
Added 13 hours ago
CC
Retail Assistant Store Manager
Canna Cabana
High River, AB
- Full-time
The Retail Assistant Store Manager at High River will report to the Store Manager and is responsible for providing assistance to the store management team in supervising and facilitating…
Added 13 hours ago
LC
Produce Assistant Department Manager Full Time Day
Loblaw Companies Limited
Halifax, NS
- Full-time
…give excellent customer service and memorable experiences. Our Assistant Department Managers are dedicated people leaders who navigate us to providing the best in-store experience for…
Added 15 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Edmonton, AB
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 18 hours ago
LC
HMR Assistant Department Manager Full Time Day
Loblaw Companies Limited
Halifax, NS
- Full-time
…give excellent customer service and memorable experiences. Our Assistant Department Managers are dedicated people leaders who navigate us to providing the best in-store experience for…
Added 18 hours ago
S
Operations Consultant - Full Time
sephora.com
Langford, BC
- $19.85 to $24.8 CAD / hour
- Full-time
Communicate inventory issues/concerns to Supervisor (s), Assistant Manager(s) or Store Manager.
Added 20 hours ago
Assistant/Associate/Full Professor - Academic Medical Oncologists
University of Toronto
Toronto, ON
…University Health Network (UHN) is inviting applications for two full-time Academic Medical Oncologist positions. We are seeking energetic, collaborative, and innovative physicians with…
Added 20 hours ago
SD
Merchandiser, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Richmond, BC
- Full-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 21 hours ago
BM
Assistant Manager, Alpine Race & Freestyle - Full Time
Blue Mountain Resort
The Blue Mountains, ON
- Full-time
The Assistant Manager, Race sets the cultural tone for creating revolutionary guest experiences while uniting their team around purpose and fun. The Assistant Manager, Race & Freestyle,…
Added 22 hours ago
MP
Funeral Director, Funeral Services
Mount Pleasant Group
Pickering, ON
- $41.4 to $46.43 CAD / hour
- Full-time
Terms of Employment: 3 Month Contract Full-time (possibility of extension)
Added 22 hours ago
FC
Administrative Assistant
Federated Co-operatives Limited
Dryden, ON
- Full-time
Federated Co-operatives Limited (FCL) is hiring an Administrative Assistant (Propane Clerk) on a temporary full-time basis for up to 6 months.
Added 23 hours ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Oshawa, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 23 hours ago
L
Dairy/Frozen Assistant Department Manager - Full Time
Longo's
Oakville, ON
- Full-time
We are looking for a Dairy/Frozen Assistant Department Manager - Full Time who is passionate about food and enjoys working in a fast paced, team environment!
Added 1 day ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Oshawa, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 1 day ago
7
Assistant Store Leader (Assistant Manager)
7-Eleven
North Battleford, SK
- Full-time
…experience, we would love the opportunity to talk with you about our Assistant Store Leader Trainee role! We’re hiring immediately and are focused and dedicated to your success! We offer…
Added 1 day ago
S
Operations Consultant - Full Time
Sephora
Langford, BC
- $19.85 to $24.8 CAD / hour
- Full-time
Communicate inventory issues/concerns to Supervisor (s), Assistant Manager(s) or Store Manager.
Added 1 day ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
London, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 1 day ago
SD
Assistant Front Store Manager, Hourly Full Time Night
Shoppers Drug Mart
Ottawa, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…

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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