Licensed Wealth Advisor Assistant

Raymond James Independent Financial Services is seeking a full-time Licensed Wealth Advisor Assistant to work in our Cochrane 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 Licensed Administrative Assistant/Wealth Manager Assistant in a financial services firm, the candidate must have meticulous attention to detail, a positive attitude, exceptional interpersonal skills, and be responsible, self‑motivated and a team player.

This position’s primary focus is to assist Financial Advisors in building their business using strong administration, communication, and interpersonal skills.

Responsibilities

• Process and follow‑up on security transfers and transactions including liaising with the trade desk and back office.