Raymond James Independent Financial Services is seeking a full-time Licenced Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. Raymond James Ltd. is one of Canada ...
Raymond James Independent Financial Services is seeking a full-time Licenced Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. Raymond James Ltd. is one of Canada ...
This position's primary focus is to assist Financial Advisors build their business using strong administration, communication and interpersonal skills. Specifically, you will: Process and follow-up ...
This position's primary focus is to assist Financial Advisors build their business using strong administration, communication and interpersonal skills. Specifically, you will: Process and follow-up ...
We are hiring for full-time Universal Financial Associates & Financial Advisors to join our Member Contact Centre! Employment Status: Full-time, successful candidates must be currently residing in ...
We are hiring for full-time Universal Financial Associates & Financial Advisors to join our Member Contact Centre! Employment Status: Full-time, successful candidates must be currently residing in ...
The Safety Advisor is responsible for developing, implementing, and continuously improving the ... Assist with the completion of health and safety inspections and reporting requirements. · ...
The Safety Advisor is responsible for developing, implementing, and continuously improving the ... Assist with the completion of health and safety inspections and reporting requirements. · ...
Human Resources Advisor
Calgary, AB · Hybrid
Prepare s and job ads; post jobs * Assist with full-cycle recruitment; schedule interviews, support ... Resources Advisor - The Person * A positive can-do attitude with strong interpersonal skills ...
Human Resources Advisor
Calgary, AB · Hybrid
Prepare s and job ads; post jobs * Assist with full-cycle recruitment; schedule interviews, support ... Resources Advisor - The Person * A positive can-do attitude with strong interpersonal skills ...
Service Advisor Overview Bosch Truck Group Inc. (formerly Glover International Trucks Ltd.) is an ... They assist customers from their first inquiry through completing their invoice and follow-up. ...
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Service Advisor Overview Bosch Truck Group Inc. (formerly Glover International Trucks Ltd.) is an ... They assist customers from their first inquiry through completing their invoice and follow-up. ...
Service Advisor
Calgary, AB · On-site
Service Advisor Overview Bosch Truck Group Inc. (formerly Glover International Trucks Ltd.) is an ... They assist customers from their first inquiry through completing their invoice and follow-up. ...
Service Advisor
Calgary, AB · On-site
Service Advisor Overview Bosch Truck Group Inc. (formerly Glover International Trucks Ltd.) is an ... They assist customers from their first inquiry through completing their invoice and follow-up. ...
Advise the Project Management Team and trade partners in matters relating to the HSE program and ... Oversee and assist in the development and implementation of the Project HSE Plan, Emergency ...
Advise the Project Management Team and trade partners in matters relating to the HSE program and ... Oversee and assist in the development and implementation of the Project HSE Plan, Emergency ...
Act as a concierge to clients to assist with their financial needs and ensure client satisfaction ... Advise clients on how to invest their portfolios and plan for moderate/basic financial goals
Act as a concierge to clients to assist with their financial needs and ensure client satisfaction ... Advise clients on how to invest their portfolios and plan for moderate/basic financial goals
Student Admissions Advisor
Calgary, AB · On-site
$45K - $90K/yr
The Student Admissions Advisor (SAA) at Robertson College plays a crucial role as the first point ... Participated in campaign strategies proposed by the management * Assist with virtual and in-person ...
Student Admissions Advisor
Calgary, AB · On-site
$45K - $90K/yr
The Student Admissions Advisor (SAA) at Robertson College plays a crucial role as the first point ... Participated in campaign strategies proposed by the management * Assist with virtual and in-person ...
Junior Service Advisor T&T Honda | Calgary, Alberta Are you interested in building a career in the ... Ask questions to gather accurate service information * Assist with service appointments, repair ...
Junior Service Advisor T&T Honda | Calgary, Alberta Are you interested in building a career in the ... Ask questions to gather accurate service information * Assist with service appointments, repair ...
Junior Service Advisor T&T Honda | Calgary, Alberta Are you interested in building a career in the ... Ask questions to gather accurate service information * Assist with service appointments, repair ...
Junior Service Advisor T&T Honda | Calgary, Alberta Are you interested in building a career in the ... Ask questions to gather accurate service information * Assist with service appointments, repair ...
Junior Service Advisor T&T Honda | Calgary, Alberta Are you interested in building a career in the ... Ask questions to gather accurate service information * Assist with service appointments, repair ...
Junior Service Advisor T&T Honda | Calgary, Alberta Are you interested in building a career in the ... Ask questions to gather accurate service information * Assist with service appointments, repair ...
Customer Advisor
Calgary, AB · On-site
About the role You will work onsite and report into the Assistant or Store Manager and your role could be to help on the tills, advise our customers, or work in our back shop. You will also: * Help ...
Customer Advisor
Calgary, AB · On-site
About the role You will work onsite and report into the Assistant or Store Manager and your role could be to help on the tills, advise our customers, or work in our back shop. You will also: * Help ...
Customer Advisor
Calgary, AB · On-site
About the role You will work onsite and report into the Assistant or Store Manager and your role could be to help on the tills, advise our customers, or work in our back shop. You will also: * Help ...
Customer Advisor
Calgary, AB · On-site
About the role You will work onsite and report into the Assistant or Store Manager and your role could be to help on the tills, advise our customers, or work in our back shop. You will also: * Help ...
Wealth Advisor
Calgary, AB · On-site
Develop recommendations and identify areas of opportunity to assist clients in achieving their ... Advisor's in designing, implementing, and managing the full wealth planning process * Assist with ...
Wealth Advisor
Calgary, AB · On-site
Develop recommendations and identify areas of opportunity to assist clients in achieving their ... Advisor's in designing, implementing, and managing the full wealth planning process * Assist with ...
What You Will Do: * Assist with the coordination, preparation, analysis and reporting of the annual ... advising Corporate Accounting and subsidiaries as to the financial statements implications and ...
What You Will Do: * Assist with the coordination, preparation, analysis and reporting of the annual ... advising Corporate Accounting and subsidiaries as to the financial statements implications and ...
Advise the Project Management Team and trade partners in matters relating to the HSE program and ... Oversee and assist in the development and implementation of the Project HSE Plan, Emergency ...
Advise the Project Management Team and trade partners in matters relating to the HSE program and ... Oversee and assist in the development and implementation of the Project HSE Plan, Emergency ...
Contracting Assistant
Calgary, AB · Hybrid
CA$45K/yr
Contracting Assistant The primary focus of the Contracting Assistant is to work effectively with ... Process advisor contract terminations, including orphan business reassignment with the carriers.
Contracting Assistant
Calgary, AB · Hybrid
CA$45K/yr
Contracting Assistant The primary focus of the Contracting Assistant is to work effectively with ... Process advisor contract terminations, including orphan business reassignment with the carriers.
Contracting Assistant
Calgary, AB · Hybrid
CA$45K/yr
Contracting Assistant The primary focus of the Contracting Assistant is to work effectively with ... Process advisor contract terminations, including orphan business reassignment with the carriers.
Contracting Assistant
Calgary, AB · Hybrid
CA$45K/yr
Contracting Assistant The primary focus of the Contracting Assistant is to work effectively with ... Process advisor contract terminations, including orphan business reassignment with the carriers.
Advisor Assistant information
See Calgary, AB salary details
$13.5K - $18K
4% of jobs
$18K - $22.5K
1% of jobs
$22.5K - $27K
6% of jobs
$29K is the 25th percentile. Wages below this are outliers.
$27K - $31.5K
31% of jobs
The median wage is $33.1K / yr.
$31.5K - $36K
22% of jobs
$36K - $40.5K
8% of jobs
$41.4K is the 75th percentile. Wages above this are outliers.
$40.5K - $45K
12% of jobs
$45K - $49.5K
11% of jobs
$49.5K - $54K
5% of jobs
$54K - $58.5K
0% of jobs
$58.5K - $63K
0% of jobs
$13.5K
$36.5K
$63K
How much do advisor assistant jobs pay per year?
As of Aug 27, 2026, the average yearly pay for advisor assistant in Calgary, AB is $36,485.00, according to ZipRecruiter salary data. Most workers in this role earn between $30,000.00 and $43,000.00 per year, depending on experience, location, and employer.
What is an advisor assistant?
Advisor Assistants are professionals who support financial advisors or other types of consultants in their daily tasks. Their responsibilities typically include scheduling meetings, preparing client reports, maintaining records, handling client communications, and performing administrative duties. By managing these tasks, Advisor Assistants help ensure that advisors can focus on providing quality advice and service to their clients. They play a crucial role in keeping the workflow efficient and organized within advisory firms or departments.
What does an advisor assistant do?
Advisor Assistants often handle a variety of administrative and client-support duties throughout the day, such as scheduling meetings, preparing client documentation, and processing paperwork. They frequently collaborate with financial advisors and other team members to ensure client needs are met efficiently and all compliance requirements are followed. Regular communication with clients to gather information or provide updates is also common. This role requires a strong attention to detail and the ability to manage multiple priorities in a fast-paced office environment.
What are the key skills and qualifications needed to thrive as an advisor assistant?
To excel as an Advisor Assistant, you typically need strong organizational abilities, attention to detail, and a background in business administration or finance. Familiarity with CRM software, scheduling tools, and financial planning systems is commonly required. Excellent communication, discretion, and proactive problem-solving are standout soft skills in this role. These competencies are crucial for supporting advisors efficiently, managing client interactions, and ensuring seamless operations in a fast-paced environment.
What is the difference between Advisor Assistant vs Financial Advisor?
| Aspect | Advisor Assistant | Financial Advisor |
|---|---|---|
| Credentials | Often no formal certification required, but some may have FINRA licenses | Typically requires certifications like Series 7, Series 66, or CFP |
| Work Environment | Support role within financial firms, assisting advisors | Client-facing role providing financial planning and investment advice |
| Employer & Industry Usage | Used in banks, investment firms, and financial planning companies | Employed in similar settings, focusing on client financial strategies |
In summary, an Advisor Assistant primarily supports financial advisors with administrative and research tasks, often without requiring extensive certifications. In contrast, a Financial Advisor directly interacts with clients, offering personalized financial planning and investment advice, usually holding relevant licenses and certifications.
How much do advisor assistants get paid?
Advisor assistants typically earn between $35,000 and $55,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced assistants or those in high-demand areas can earn higher salaries. Compensation often includes benefits such as health insurance and retirement plans.
What cities near Calgary, AB are hiring for Advisor Assistant jobs?
Cities near Calgary, AB with the most Advisor Assistant job openings:
Full-time
Re-posted 26 days ago
Raymond James rating
7.5
Based on 71 frontline employees who took The Breakroom Quiz
115th of 152 rated financial services
Job description
Raymond James Independent Financial Services is seeking a full-time Licenced Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. 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 Licenced Administrative Assistant/Wealth Manager 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 Advisor's build their business using strong administration, communication, and interpersonal skills.
Responsibilities:
Process and follow-up on security transfers & transactions including liaising with the trade desk and back office.
Manage incoming and outgoing phone calls with clients.
Foster and support client relationships.
Open accounts and manage all documentation requirements.
Update accounts and create quarterly / bi-annual portfolio reviews.
Foster and support client relationships by liaising with clients, respond to requests and proactive problem solving.
Be involved in preparing correspondence and reports, event planning and coordination.
Review and process all cheques, banking, and stock certificates from clients.
Maintain Financial Advisor files and other general office duties.
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.
This is a permanent full-time position with a competitive compensation and benefits package.
If you are interested in joining our team, please submit your cover letter and resume, quoting the position, by 11/10/2025 to:
Mission Wealth Advisors | Raymond James Ltd.
#400 - 320 23 Ave SW
Calgary, AB T2S 0J2
missionwealthadvisors@raymondjames.ca
We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check.
We thank all candidates for their interest and advise that only those under consideration will be contacted.
Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above details and we will be happy to help.
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