Talent.com
Financial Advisor Support Specialist — Growth & Client Impact
Financial Advisor Support Specialist — Growth & Client ImpactRaymond James Ltd. • Calgary, AB, CA
Financial Advisor Support Specialist — Growth & Client Impact

Financial Advisor Support Specialist — Growth & Client Impact

Raymond James Ltd. • Calgary, AB, CA
30+ days ago
Job type
  • Full-time
  • Permanent
Job description

A leading independent investment firm in Calgary is seeking a Sales Assistant to support financial advisors and manage client requests. This role involves processing trades, handling client communications, and assisting with marketing initiatives. Candidates should have a post-secondary education and at least 3 years of relevant experience in financial services. The position offers a competitive benefits package and a permanent, full-time schedule.

#J-18808-Ljbffr

Create a job alert for this search

Financial Advisor • Calgary, AB, CA

Similar jobs
Investment Associate : Client-Focused Advisor Support

Investment Associate : Client-Focused Advisor Support

Richardson GMP Ltd. • Calgary
Full-time
A leading Canadian wealth management organization in Calgary is seeking an Associate to support Investment Advisors and ensure high-level client service. Responsibilities include preparing analysis ...Show more
Last updated: 9 days ago • Promoted
Financial Advisor

Financial Advisor

Targeted Talent • Calgary, AB, Canada
Full-time
The primary responsibility of a Financial Advisor (FA) is to proactively identify, develop and maintain strong.Legacy book of business through regular contact and providing timely,.The FA is to lev...Show more
Last updated: 30+ days ago • Promoted
B2B Growth Specialist (EN / FR) — Flexible, High Impact

B2B Growth Specialist (EN / FR) — Flexible, High Impact

TEC Canada • Calgary
Full-time
A leadership development organization in Calgary seeks a Business Development Representative to engage with CEOs and entrepreneurs. The role involves managing recruitment processes, utilizing tools ...Show more
Last updated: 9 days ago • Promoted
Impactful Roles with Global Growth & Flexibility

Impactful Roles with Global Growth & Flexibility

Sun Life Financial • Calgary
Full-time
An established industry player is looking for talented individuals to join their diverse workforce.This role offers a unique opportunity to contribute to the financial security and health of client...Show more
Last updated: 3 days ago • Promoted
Senior Associate, External Financial Advisory

Senior Associate, External Financial Advisory

MNP • Calgary
Full-time
Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams.Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impac...Show more
Last updated: 9 days ago • Promoted
Treasury Growth Lead : Cash Management & Client Advisory

Treasury Growth Lead : Cash Management & Client Advisory

National Bank of Canada • Calgary
Full-time
A leading financial institution in Calgary is seeking a Treasury Manager to act as a treasury product specialist for Commercial Banking clients. The ideal candidate will have business development ex...Show more
Last updated: 30+ days ago • Promoted
Financial Advisor REMOTE

Financial Advisor REMOTE

Veres Career Consulting • Calgary, AB, Canada
Remote
Full-time
We at Veres Career Consulting, a specialized recruitment agency, are searching for talented.Canada's leading wealth management firms. This opportunity is ideal for professionals looking to take ...Show more
Last updated: 30+ days ago • Promoted
Fund Development Specialist

Fund Development Specialist

HomeFront • Calgary, AB, Canada
Full-time
Our Vision A society free of domestic violence where everyone has the opportunity to realize their full potential.Our Mission Create a safe community by eliminating domestic violence through direct...Show more
Last updated: 2 days ago • Promoted
Manager, Client Advisory & Growth

Manager, Client Advisory & Growth

Kaizen Lab Inc. • Calgary
Full-time
A leading accounting firm in Calgary is seeking a Manager to oversee multiple client engagements and manage teams.This role requires a CPA designation, at least 5 years of experience in accounting ...Show more
Last updated: 9 days ago • Promoted
Senior Corporate and Community Giving Advisor

Senior Corporate and Community Giving Advisor

Breakfast Club of Canada • Calgary, AB, Canada
Full-time +1
Founded in 1994, Breakfast Club of Canada (BCC) is a not-for-profit organization dedicated to providing services and funding to school breakfast programs across the country.We work with partners fr...Show more
Last updated: 30+ days ago • Promoted
Advisor Partnerships Growth Lead (Hybrid)

Advisor Partnerships Growth Lead (Hybrid)

Mackenzie Investments • Calgary
Full-time
A leading financial services company in Calgary is seeking a proactive sales professional to discover and explore business opportunities with investment advisors. The ideal candidate will possess an...Show more
Last updated: 9 days ago • Promoted
Merchant Support Specialist

Merchant Support Specialist

Helcim • Calgary, AB, Canada
Full-time
Helcim was founded with a mission at heart : to be the worlds most loved payment system.We believe that by offering small businesses in North America a decidedly human payment solution where it is e...Show more
Last updated: 1 day ago • Promoted
Advising Specialist II

Advising Specialist II

Edward Jones • Calgary
Full-time
Join a financial services firm where your contributions are valued.Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20 000 financial advisors across th...Show more
Last updated: 9 days ago • Promoted
Senior Client Engagement Advisor

Senior Client Engagement Advisor

Cult Collective • Calgary
Full-time
Cult Collective is now seeking an experienced Sr.Account Manager to join our team.This is your dream job if you… … are both a master of soft skills and an analytical guru.You are very intentional a...Show more
Last updated: 10 days ago • Promoted
Mortgage Advisor, Financial Advisor Channel

Mortgage Advisor, Financial Advisor Channel

nesto • Calgary
Full-time
Mortgage Advisor, Financial Advisor Channel.Be among the first 25 applicants.Mortgage Advisor, Financial Advisor Channel. Direct message the job poster from nesto.Our mission is to provide a positiv...Show more
Last updated: 9 days ago • Promoted
Business Advisor, Okotoks

Business Advisor, Okotoks

ATB Financial • Okotoks
Full-time
At ATB, we exist to make it possible for our clients, team members and communities.Our purpose is a real commitment we live every day through our values. Life at ATB is about more than work, and we’...Show more
Last updated: less than 1 hour ago • Promoted • New!
Senior Associate, External Financial Advisory

Senior Associate, External Financial Advisory

Mnp Llp • Calgary
Full-time
Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams.Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impac...Show more
Last updated: 9 days ago • Promoted
Investment Advisor Support & Client Growth Associate

Investment Advisor Support & Client Growth Associate

Richardson Wealth • Calgary
Full-time
A leading Canadian wealth management firm in Calgary is seeking an Associate to support Investment Advisors.Responsibilities include preparing client reports, managing transactions, and ensuring hi...Show more
Last updated: 9 days ago • Promoted