Licensed Financial Advisor Assistant
Calgary, ABRaymond James Ltd.
2+ ansCandidates need at least two years of investment industry or equivalent experience, completion of the Canadian Securities Course and Conduct and Practices Handbook, and proficiency with Microsoft Office and transaction software such as Dataphile. Strong customer service, attention to detail and confidentiality are essential.
Dataphile, Microsoft Office, Outlook, Excel, PowerPoint, Contact management software
Wealth Advisor Assistant
Calgary, ABRaymond James Ltd.
3+ ansCandidates need post-secondary education, at least 3 years of industry-related experience, and knowledge of investment products and account types such as RRSPs and TFSAs. They also need strong attention to detail, customer service skills, Microsoft Office, and a CIRO IR licence; a CIRO RR licence is an asset.
Microsoft Office, CRM software, LinkedIn, Dataphile
Branch Administrator
Edmonton, ABRaymond James Ltd.
3+ ansCandidates need at least three years of experience in investment brokerage or financial services, an IR licence and completion of the Canadian Securities Course. Strong MS Office, communication, organization and problem-solving skills are required.
MS Word, MS Excel, MS PowerPoint, MS Outlook
Administrative Assistant
Calgary, ABRaymond James Ltd.
3+ ansRaymond James Ltd. needs candidates with post-secondary education and at least 3 years of industry-related experience. Strong Microsoft Office, attention to detail and confidentiality are required, with investment, CRM and social media experience as assets.
Microsoft Office, PowerPoint, Dynamics CRM, Google Analytics, LinkedIn, Facebook