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 workplace focused on client services.
#J-18808-Ljbffr
📌 Licensed Wealth Management Assistant – Client-Focused (Alberta)
🏢 Raymond James
📍 Alberta
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.