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 solid 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.
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📌 Licensed Wealth Management Assistant – Client-Focused (Alberta)
🏢 Raymond James
📍 Alberta
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