Senior Sales Assistant

Raymond James Independent Financial Services is seeking a full-time Senior Sales Assistant for one of our independent branches.

Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment services to Canadians seeking customized solutions to their wealth management needs.

We are seeking an energetic and driven professional to provide top-tier administrative support. The ideal candidate will have meticulous attention to detail, a positive attitude, and exceptional interpersonal skills. We prioritize delivering elite client experiences.

Key Responsibilities:

• Provide comprehensive administrative support to the Sr. Wealth Advisor.
• Draft, review, and edit correspondence, including letters, invoices, presentations, and reports.
• Manage the Sr. Wealth Advisors’ calendar, including scheduling and confirming appointments, meetings, and conferences.
• Coordinate and book travel arrangements, including preparing travel schedules.
• Maintain office supplies and organize common areas; manage relationships with external suppliers (e.g., building management, cleaners).
• Handle bill payments, bookkeeping, and coordinate employee benefits.
• Liaise with Raymond James Ltd. head office.
• Plan and manage staff events, such as the annual Christmas party and golf tournaments.
• Ensure industry registrations and enrollments remain current.
• Manage marketing materials, including website updates, brochures, and wealth binders.
• Manage Social Media material and postings.
  
  

Qualifications:

• Minimum 5 years’ experience in an office environment.
• Ability to work independently and as part of a team while delivering exceptional client service.
• Strong administrative, data management, and project management skills.
• Ability to respond quickly in a dynamic environment and manage multiple priorities.
• Excellent attention to detail, problem-solving skills, and computer proficiency, particularly with Microsoft Office.
• Post-secondary education is an asset but not required.
• CSC/CPH license is an asset but not required.
  
  

Personal Attributes:

• Enthusiastic, motivated, and a committed team player.
• Reliable, professional, and personable with strong interpersonal skills.
• Excellent oral and written communication skills.
• Organized with the ability to manage projects effectively.
• Able to thrive in a fast-paced environment and enjoy taking on increased responsibilities.
  
  

Application Instructions:

If you are interested in joining our team, please submit your cover letter and resume to:

Doug Pinder

IFS Calgary Raymond James Ltd

1900 11th Street SE, Calgary, AB T2G 3G2

Phone: 403-671-2433

Email: [email protected]

We appreciate all applicants but will only contact those who align with our requirements.

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.

Job

Wealth management

Primary Location

CA-AB-Calgary-Calgary

Organization

PCG IFS

Schedule

Full-time