Full-Time Wealth Advisor Assistant Calgary

Support investment management at Raymond James Ltd. as a Full-Time Licensed Wealth Advisor Assistant in Calgary. Utilize strong organizational and client relationship skills to enhance financial service delivery.
Join the Mission Wealth Advisors team at Raymond James Independent Financial Services, where your background as a Licensed Administrative Assistant or Wealth Manager Assistant will shine. With at least two years of experience, you’ll assist Financial Advisors, manage transactions, and build lasting client relationships through exceptional service.
Key Responsibilities:
• Process security transfers and liaise with the trade desk
• Manage client communication and phone inquiries
• Foster strong relationships with clients and prospective clients
• Open accounts and maintain necessary documentation
• Prepare portfolio reviews and manage performance reports
Requirements:
• Minimum of 2 years in investment services or finance
• Completed Canadian Securi...