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BMO Jobs – Licensed Sales Assistant
6 days ago
BMO Financial Group Calgary, Canada Full timeJob Description: · Under the direction of the Branch Operations Manager, the Licensed Sales Assistant role supports Investment Advisory sales and service objectives by providing administrative assistance to deliver an exceptional client experience. Works collaboratively within th ...
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Auto Body Prepper
8 hours ago
Heninger Toyota Calgary, CanadaHeninger Toyota is an established Auto Dealership specializing in the sale and service of Toyota vehicles. As the first Toyota Dealership in Alberta, we have been building our positive reputation for 55 years. · We are a forward-thinking company, utilizing the latest in technolog ...
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Building Maintenance Technician Iii
1 week ago
BGIS Calgary, Canada**Who We Are** · BGIS is a leading provider of customized facility management and real estate services. With our combined team of over 6, 500 globally, we relentlessly focus on enabling innovation through the services we deliver, while actively looking for new opportunities that ...
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Speech Language Pathologist Assistant
6 days ago
Renfrew Educational Services Calgary, Canada· Renfrew Educational Services is a not-for-profit, registered charity operating as an independent school. We are an acknowledged leader in program development for children with special needs and children who are typically developing. For 49 years Renfrew has offered a wide rang ...
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Security Guard
1 week ago
Sterling patrol Services LTD Calgary, CanadaWeekend availability a must. · Currently looking to fill our night shift positions at residential sites. · Immediate start. · Valid AB security license required. · Duties include but are not limited to: · - Enforcing rules of residential properties · - Assisting residents · - Foo ...
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Home Care Worker
1 week ago
Alto Calgary, Canada**Job Overview**: · **Responsibilities**: · - Provide assistance and support to individuals in various settings · - Foster a positive and inclusive environment for clients · - Collaborate with a multidisciplinary team to ensure comprehensive care · - Assist with daily activities ...
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Warehouse Technician
6 days ago
Jazz Aviation LP Calgary, Canada**Warehouse Technician (Stores Person) - Aviation (Student)** · **Primary Location**: CA-AB-Calgary · **Schedule**: Full-time · **Job Type**: Summer · **Term in Months**: 4 · **Shift**: Days · **Number of Openings**: 2 · **Summer Position for Students** · **May-August** · **Purpo ...
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Team Lead
3 days ago
CBI Health Calgary, CanadaThe Team Leader plays an integral part of the service delivery for the individuals that we support by providing leadership and guidance in a cooperative team oriented approach. The Team Leader is responsible for overseeing the day-to-day functioning of the individual(s) and staff ...
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Charter Driver
3 days ago
Southland Transportation Calgary, Canada Part time**Charter Driver - Part Time** · **This position offers a minimum of 20 hours per week with the potential for increased hours over the summer. Shifts can include days, evenings, weekends and overnights.** · **Principal Duties and Responsibilities**: · - Complete charters as assig ...
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Counsel, Supply Chain
5 days ago
Nova Chemicals Calgary, Canada**Job ID**: 2963 · **Closing Date**: 05/24/2024 · **This position could be located in the following location(s)**: NOVA Head Office - Calgary, AB · This position provides the option to work from home on Mondays and Fridays each week, with the requirement to report to the primary ...
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Bus Driver
1 week ago
Aspen Heights Retirement Residence Calgary, CanadaAs the bus driver you will be responsible for transporting residents to appointments and scheduled outings. Class 4 Driver's License is required for operation of wheelchair accessible bus. Applicants must provide clean drivers abstract. · **Requirements**: · - Valid Class 4 Drive ...
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Funeral Services Assistant
6 days ago
SCI Shared Resources, LLC Calgary, CanadaOur associates celebrate lives. We celebrate our associates. · Consider the possibilities of joining a Great Place to Work · Provides clerical and administrative assistance supporting funeral operations. Other general duties include meeting the general public, answering questions ...
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Assistant Groundskeeper
3 days ago
Spruce Meadows Calgary, Canada**Operations Services**: · This is a full-time hourly position at hours per week with an hourly wage range of $24-29/hr depending on experience. Spruce Meadows is a world-renowned show jumping venue which holds a number of tournaments throughout the year. Events are held on weeke ...
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Customer Success Team Specialist
1 day ago
Circle Cardiovascular Imaging Inc. Calgary, CanadaDo you want to join a diverse and global team that is revolutionizing the cardiovascular healthcare industry? Circle CVI is hiring · **About Circle Cardiovascular Imaging** · Circle Cardiovascular Imaging Inc. (Circle CVI) is revolutionizing the medical technology industry by dev ...
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Bus Driver
1 week ago
Auburn Heights Retirement Residence Calgary, Canada**Auburn Heights Retirement Residence** is now accepting resumes for the position of: · **Casual BUS DRIVER** · As the bus driver you will be responsible for transporting residents to appointments and scheduled outings. Class 4 Driver's License is required for operation of wheelc ...
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Bus Driver
3 days ago
Aspen Heights Retirement Residence Calgary, CanadaAs the bus driver you will be responsible for transporting residents to appointments and scheduled outings. Class 4 Driver's License is required for operation of wheelchair accessible bus. Applicants must provide clean drivers abstract. · **Requirements**: · - Valid Class 4 Drive ...
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Crew Lead
1 week ago
BGIS Calgary, Canada**Who We Are** · **SUMMARY** · The **Crew Lead **is responsible for overseeing a team of Technicians in the delivery of preventative and corrective maintenance, routine and on-demand services on facility mechanical and electrical equipment and systems for multiple facilities. The ...
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Counsel, Supply Chain
1 week ago
NOVA Chemicals Corporation Calgary, Canada**Job ID**: 2963 · **Closing Date**: 05/24/2024 · **This position could be located in the following location(s)**: NOVA Head Office - Calgary, AB · This position provides the option to work from home on Mondays and Fridays each week, with the requirement to report to the primary ...
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Attendant/catering, Mission Home
1 week ago
The Church of Jesus Christ of Latter-day Saints Calgary, CanadaThis position helps provide and maintain facilities which give Church members places where they can work, worship, teach, learn, pray together, make and renew covenants, and receive sacred ordinances. Each Church facility that is built and/or maintained should 1) Provide a spirit ...
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Dental Assistant Rda Ii
3 days ago
Dimension Dentistry Calgary, CanadaAre you an experienced dental assistant looking for a new start? Or maybe you're a recent graduate eager to kick-start your career in dentistry? Join our vibrant team at Dimension Dentistry as a Full-Time Dental Assistant We're seeking individuals who are passionate about dentist ...
Licensed Assistant - Calgary, AB, Canada - Raymond James Financial
Description
Job Description - Licensed Assistant (part-time
Licensed Assistant (part-time
Raymond James Independent Financial Services, Filo Financial Solutions is seeking a part-time 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.
Specifically, you will:
• Process and follow-up on security transactions, transfers and account openings;
• Manage incoming and outgoing phone calls with clients;
• Foster and support client relationships;
• Open accounts and manage all documentation requirements;
• Update accounts and create 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.
• Prepare and analyze insurance quotes, as well as complete applications
• Data entry for financial plans
• Cover office phone lines and respond to general inquiries
• Coordinate office supplies
• Perform project-based work and marketing
To qualify for this opportunity, you possess:
• A minimum of 2 years investment industry experience;
• Completion of the Canadian Securities course as well as the Conducts and Practices Handbook;
• LLQP an asset
• Experience with Dataphile is a definite asset;
• Superior customer service skills;
• Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook), Internet Explorer and contact management software;
• The ability to handle confidential information;
• Excellent verbal and written communication skills;
• 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.
If you would like a challenging and rewarding opportunity in financial services, please email your resume and covering letter, quoting the position by to:
To be considered for employment candidates will be required to provide proof of citizenship, permanent residency or eligibility to work in Canada with no restrictions.
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.
Employment is contingent on the satisfactory completion of a pre-employment background check.
We sincerely thank all applicants who express an interest in this role: only those being directly considered 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 email details.
Raymond James Ltd. is a member of the Investment IndustryRegulatory Organization of Canada (IIROC) and of the Canadian Investor ProtectionFund (CIPF). Customers' accounts are protected by the Canadian Investor ProtectionFund within specified limits. A brochure describing the nature and limits ofcoverage is available upon request or at . 3Macs, MacDougall,MacDougall & MacTier and Raymond James Correspondent Services are divisions ofRaymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Itssubsidiaries, Raymond James Investment Counsel Ltd., Raymond James FinancialPlanning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) not members of the IIROC or the CIPF. Please consult each subsidiary's webpagesfor applicable corporate, regulatory or membership information.
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