At a Glance
- Tasks: Support investment advisors by processing transactions and handling client inquiries.
- Company: Join Raymond James Ltd., a leading financial services firm in Calgary.
- Benefits: Gain valuable experience in finance with a supportive team environment.
- Other info: CIRO IR license required; great opportunity for career advancement.
- Why this job: Be part of a dynamic team and enhance your skills in the investment industry.
- Qualifications: 3 years of investment experience, post-secondary education, and strong MS Office skills.
The predicted salary is between 54000 - 66000 $ per year.
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 strong MS Office skills. A CIRO IR license is required.
Licensed Financial Advisor Assistant in Calgary employer: Raymond James Ltd.
Raymond James Ltd. is an exceptional employer that prioritizes the growth and well-being of its employees, offering a dynamic work environment in the heart of Canada’s financial sector. With a strong commitment to professional development, flexible workstyles, and a comprehensive benefits package, including RRSP matching and tuition reimbursement, the company fosters a culture of collaboration and innovation. Employees are empowered to drive change and contribute to meaningful projects, making it an ideal place for those seeking a rewarding career in wealth management.
