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Added 19 hours ago
H
IT Project Manager
HrBrain
Featured · Posted directly by employer
Waterloo, ON
- $70 CAD / hour
- Contract
Financial-services or another highly regulated industry experience is particularly relevant to the role.
Added 12 mins ago
MC
Commercial Analyst
Meridian Credit Union
Toronto, ON · Etobicoke, ON
- $52,000 to $75,000 CAD / year
- Full-time
Supporting through analysis of financial and account operating data, and recommending appropriate courses of action for credit related matters.
Added 12 mins ago
MC
Commercial Analyst
Meridian Credit Union
Owen Sound, ON · Barrie, ON
- $52,000 to $75,000 CAD / year
- Full-time
Supporting through analysis of financial and account operating data, and recommending appropriate courses of action for credit related matters.
Added 42 mins ago
SD
Cashier Manager, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Ottawa, ON
- Part-time
The Cash Manager manages the resources (human, physical, financial) of the Cash Department. The Cash Manager interfaces with other store departments to ensure achievement of store…
Added 57 mins ago
Senior Manager, Data Product Management
Scotiabank
Toronto, ON
Strong knowledge of the Wealth Management or Financial Services industry is required
Added 1 hour 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 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
Branch Administrator
National Bank of Canada
AB · Edmonton, AB
- Full-time
A career as a branch administrator at National Bank Financial, your ability to work in synergy with clients and colleagues will be a key asset. In this role, you’ll be responsible for the…
Added 2 hours ago
NB
Credit Analyst
National Bank of Canada
Toronto, ON
- Full-time
…to our sales and credit teams. In this role, you'll use your financial analysis, risk assessment, and decision-making skills to support Canadian businesses with financing solutions that…
Added 3 hours ago
G
Account Manager
Gesyco
Montreal, QC
- Full-time
As part of our continued growth, we are looking for a dynamic, organized and dedicated Condominium Property Manager who is eager to contribute to the quality of our services and the…
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 4 hours ago
SD
Cashier Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Full-time
The Cash Manager manages the resources (human, physical, financial) of the Cash Department. The Cash Manager interfaces with other store departments to ensure achievement of store…
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 6 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 6 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 6 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 9 hours ago
LC
Dairy Department Manager Full Time Day
Loblaw Companies Limited
Kawartha Lakes, ON
- Full-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 11 hours ago
AR
Hospitality Manager
Atria Retirement Canada
Winnipeg, MB
- $51,000 to $58,650 CAD / year
- Full-time
In the role of Hospitality Manager (HM) you are responsible for ensuring a well-maintained community with excellent service to our residents. You have a complete understanding of how…
Added 11 hours ago
NB
Senior Treasury Manager, Creative Media & Technology
National Bank of Canada
Vancouver, BC
- Full-time
…at every stage of their growth journey. As a Senior Treasury Manager within Commercial Banking, you will play a strategic role in helping organizations operating in the Creative Media &…
Added 11 hours ago
NB
Associate
National Bank of Canada
Baie-Comeau, QC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 11 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Brossard, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 12 hours ago
Marine Operations & Logistics Manager
Amrize
Coquitlam, BC
The Marine Operations & Logistics Manager is accountable for the safe, reliable, and financially sustainable operation of Amrize’s marine supply chain, ensuring the uninterrupted movement…
Added 12 hours ago
Account Manager
Amrize
AB · Calgary, AB
Join Amrize as a Account Manager and help construct what's next. If you're ready to put your skills to work on projects that matter - and build a career with a company that’s building North…
Added 12 hours ago
Environment Coordinator
Amrize
Coquitlam, BC
Reporting to the Sr. Manager, Environment - Western Canada, this position will assist in optimizing environmental management practices and maintaining environmental compliance with all…
Added 12 hours ago
Sr Regional Health & Safety Manager
Amrize
Mississauga, ON
We’re seeking a Sr Regional Health & Safety Manager who’s ready to put your skills to work on projects that matter - and build a career with a company that’s building North America.
Added 12 hours ago
Quarry Supervisor
Amrize
Saint-Constant, QC · St Constant, Queb
Execute instructions set by the Site Manager, ensuring proper operational guidelines and parameters are followed.

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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