Financial Advisor Assistant: Client Service & Trade SupportRaymond James Financial • Calgary, AB, CA

Financial Advisor Assistant : Client Service & Trade Support

Raymond James Financial • Calgary, AB, CA

30+ days ago

Job type

Full-time

Job description

A leading investment firm in Calgary is seeking a Licensed Financial Advisor Assistant to support financial advisors and manage client requests. Responsibilities include processing trades, aiding in client paperwork, and fostering client relationships. Candidates should have post-secondary education and relevant experience in the financial sector. The firm offers flexible workstyles and a comprehensive benefits package.

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Financial Advisor • Calgary, AB, CA

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