Licensed Financial Advisor Assistant - Client Service Lead (Calgary)

Licensed Financial Advisor Assistant - Client Service Lead (Calgary)

04 Nov
|
Raymond James
|
Calgary

04 Nov

Raymond James

Calgary

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 (Calgary)
🏢 Raymond James
📍 Calgary

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