Licensed Financial Advisor Assistant - Client Service Lead (Alberta)

Licensed Financial Advisor Assistant - Client Service Lead (Alberta)

01 Nov
|
Raymond James
|
Alberta

01 Nov

Raymond James

Alberta

Raymond James Ltd. is seeking a Financial Advisor Assistant to support a team of 3 investment advisors in Calgary. You will process security transactions, handle client inquiries, prepare reports, and assist with marketing and day-to-day office duties, delivering exceptional service.
Ideal candidates have at least 3 years of investment industry experience, post-secondary education, and solid MS Office skills. A CIRO IR license is required.

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📌 Licensed Financial Advisor Assistant - Client Service Lead (Alberta)
🏢 Raymond James
📍 Alberta

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