Licensed Wealth Management Assistant – Client-Focused

Raymond James Ltd.; Calgary; On-site; CAD 45,000 - 55,000; Full time

Job summary

A leading financial services firm in Calgary is seeking a Licensed Assistant to support Financial Advisors with administrative tasks. The ideal candidate should have at least 2 years of experience in the investment industry and possess strong communication and organizational skills. Responsibilities include managing client relationships, processing transactions, and ensuring all documentation is up-to-date. This is a full-time role that offers a supportive work environment focused on client services.

Qualifications

• Minimum 2 years experience in a financial services environment.
• Completion of Canadian Securities course and related handbooks.
• Strong ability to handle confidential information.

Responsibilities

• Assist Financial Advisors with various administrative tasks.
• Process transactions, manage client relationships, and handle inquiries.
• Perform basic marketing and coordinate office supplies.

Skills

Attention to detail

Communication skills

Customer service skills

Organizational skills

Education

2 years investment industry experience or post secondary equivalent

Canadian Securities course

Tools

Dataphile or equivalent transaction software

Microsoft Office Suite

Job description

A leading financial services firm in Calgary is seeking a Licensed Assistant to support Financial Advisors with administrative tasks. The ideal candidate should have at least 2 years of experience in the investment industry and possess strong communication and organizational skills. Responsibilities include managing client relationships, processing transactions, and ensuring all documentation is up-to-date. This is a full-time role that offers a supportive work environment focused on client services.