Raymond James Ltd. in Calgary, AB, is seeking a Wealth Advisor Assistant to support a team of financial advisors. You will enter client trades, service requests, and manage paperwork, calls, meetings, and onboarding for current clients.
This role emphasizes attention to detail, robust interpersonal skills, and collaboration within a supportive team. Ideal candidates have post-secondary education in Financial Management or Business Administration and at least 3 years in a similar administrative role
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📌 Wealth Advisor Support Specialist Calgary
🏢 Raymond James
📍 Calgary
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