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 robust 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 setting focused on client services.
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📌 Licensed Wealth Management Assistant – Client Focused Calgary
🏢 Raymond James
📍 Calgary
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