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Added 5 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 5 mins ago
SD
Front Store Supervisor, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Beaumont, AB
- 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 5 mins ago
SD
Post Office Clerk, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Ottawa, 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 5 mins ago
LC
Cashier Part Time Day
Loblaw Companies Limited
Humboldt, SK
- Part-time
…provides employees a range of opportunities and experiences to help Canadians Live Life…
Added 5 mins ago
LC
Cashier Part Time Day Greenlight Requisition
Loblaw Companies Limited
Humboldt, SK
- Part-time
…provides employees a range of opportunities and experiences to help Canadians Live Life…
Added 20 mins ago
S
Communications + Public Affairs Assistant
Sutherland
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Help organize and maintain client files, shared drives, contact lists and project materials.
Added 35 mins ago
RJ
Licensed Wealth Advisor Assistant
Raymond James Ltd.
Calgary, AB
- Full-time
Maintain Financial Advisor files and other general office duties.
Added 50 mins ago
SD
Front Store Supervisor, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, 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 50 mins ago
LC
Cashier Part Time Day
Loblaw Companies Limited
Canada
- Part-time
…provides employees a range of opportunities and experiences to help Canadians Live Life…
Added 50 mins ago
LC
Cashier Part Time Day Greenlight Requisition
Loblaw Companies Limited
Saskatoon, SK
- Part-time
…our colleagues a range of opportunities and experiences to help Canadians Live Life…
Added 1 hour ago
OR
Wireless Sales Associate - 3128 Temiskaming Shores
OSL Retail Services Inc
Temiskaming Shores, ON
- Other
The previous job description was designed to indicate the general nature and level of work performed by employees in this role. It is not intended to contain or be construed as a complete…
Added 2 hours ago
LC
Personal Shopper Part Time Day Greenlight Requisition
Loblaw Companies Limited
Steinbach, MB
- Part-time
…our colleagues a range of opportunities and experiences to help Canadians Live Life…
Added 2 hours ago
LC
Cashier Part Time Day Greenlight Requisition
Loblaw Companies Limited
Yellowknife, NT
- Part-time
…provides employees a range of opportunities and experiences to help Canadians Live Life…
Added 2 hours ago
LC
Cashier Part Time Day
Loblaw Companies Limited
Yellowknife, NT
- Part-time
…provides employees a range of opportunities and experiences to help Canadians Live Life…
Added 2 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
…for consultative services which has multiple specialists to help with patient care: Including internal medicine, geriatrics, rheumatology, orthopedic surgery, psychiatry, optometry, and…
Added 2 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
…growing, and the community is bursting with development, so help is urgently needed. We have the facilities set up and the patient base established. You can make your own schedule and work…
Added 2 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Ladner, BC
- Full-time
This modern, bright clinic has a team of dedicated and well-trained staff to help the physicians with a focus to provide an approach that is patient-centered to all of our patients which is…
Added 2 hours ago
FB
Cook
Farm Boy Inc.
St. Catharines, ON
- $18.75 CAD / hour
- Part-time
You’ll help bring the Farm Boy’s food experience to life by combining your passion for fresh food with exceptional customer service. From preparing delicious meals to connecting with…
Added 2 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Abbotsford, BC
- Full-time
Balanced Practice: We help you prioritize creating a balanced patient panel and a well-rounded practice that meets your professional goals.
Added 2 hours ago
FB
Janitor
Farm Boy Inc.
London, ON
- From $17.8 CAD / hour
- Full-time
You’ll help create the clean, welcoming, and safe shopping environment Farm Boy is known for. Through attention to detail, pride in your work, and a customer-first mindset, you’ll support…
Added 2 hours ago
WF
Bakery Venue Service Team Member (Coffee Bar) - Full Time
Whole Foods Market
Toronto, ON
- Full-time
…time on the floor, engaging with customers, and pitching in to help whenever and wherever needed. All positions must strive to support WFM core values and goals, promote national, regional,…
Added 2 hours ago
FB
Janitor
Farm Boy Inc.
London, ON
- $17.8 CAD / hour
- Full-time
You’ll help create the clean, welcoming, and safe shopping environment Farm Boy is known for. Through attention to detail, pride in your work, and a customer-first mindset, you’ll support…
Added 2 hours ago
7
Store Crew
7-Eleven
Regina, SK
- Full-time
…to grow, lead and make a difference, come join our team and help shape the future of…
Added 3 hours ago
LC
Cashier Part Time Evening
Loblaw Companies Limited
Dartmouth, NS
- Part-time
…our colleagues a range of opportunities and experiences to help Canadians Live Life…
Added 3 hours ago
SI
Instructor, Residential Framing
Saskatchewan Indian Institute of Technologies (SIIT)
Prince Albert, SK
- Full-time
…industry. For success in this position a genuine commitment to help students learn and succeed is required. Prior teaching experience would be preferred. Knowledge of First Nations culture…

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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