Licensed Financial Advisor Assistant

Raymond James Independent Financial Services, Filo Financial Solutions is seeking a Licensed Assistant to work in our Calgary location. Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Drawing on at least two years previous experience as a Licensed Administrative Assistant in a financial services firm, the 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 successful candidate must also be responsible, self‑motivated and a team player.

This position’s primary focus is to assist Financial Advisors build their business using strong administration, communication and interpersonal skills.

Responsibilities

• Process and follow-up on security transactions, transfers and...