At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Wealth Advisor Assistant How does the role impact the organization? The primary role of the Wealth Advisor Assistant is to support a team of financial advisors by ensuring the office is managed efficiently and effectively. The position is responsible for entering client trades, servicing client requests and processing trade instructions by phone, and ensuring client paperwork is up to date and accurate. This is a supportive team workplace which promotes personal career growth. Drawing on previous experience as an Administrative Assistant in a financial services firm,



or upon a degree/diploma within Financial Management or Business Administration, you must have meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills. The successful candidate must also be responsible, confident, self-motivated, and a team player. What will your role be responsible for? Proactive problem solving; Support clients’ general day-to-day administrative and trade requests in a timely and confidential manner; Handle incoming and outgoing phone calls with clients and respond to requests for information; Schedule appointments, prepare for meetings, and follow-up; Be responsiblefor and support the team with paperwork, manage head office correspondence, and handle the

📌 Wealth Advisor Assistant (Calgary)
🏢 Raymond James
📍 Calgary