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Added 27 mins ago
RJ
Licensed Wealth Advisor Assistant
Raymond James Ltd.
Calgary, AB
- Full-time
If you are interested in joining our team, please submit your cover letter and resume, quoting the position, by 11/10/2025 to:
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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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