Licensed Wealth Advisor Assistant

Raymond James Independent Financial Services is seeking a full-time Licenced Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. The successful candidate must have a meticulous attention to detail, possess a positive attitude and have exceptional interpersonal skills, as they will be dealing directly with clients. The position's primary focus is to assist Financial Advisor's build their business using strong administration, communication, and interpersonal skills.

Requirements

• A minimum of 2 years investment industry experience.
• Completion of the Canadian Securities Course as well as the Conducts and Practices Handbook (IR or RR Registration).
• Experience with Dataphile & Microsoft Dynamics is a definite asset.
• Superior customer service skills and excellent verbal and written communication skills.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook).
• The ability to handle confidential information.
• The ability to work in a team environment and demonstrate a professional and friendly manner.
• Strong organizational and problem-solving skills.
• Meticulous attention to detail.

Benefits

• Competitive compensation
• Benefits package