About this role
Wealth Advisor Assistant at Raymond James Ltd.. Location: Montreal, Quebec, Canada. Role: Prepare reports, Process transactions, Handle client calls Requirements: Post-secondary education; Investment Representative (IR) Licensed or IR registered within 1 year; MS Office proficiency; Dataphile and FactSet experience a plus; strong communication and customer service; ability to multitask and meet deadlines. Category: Administrative & Clerical Support Seniority: Entry Level Tools: Microsoft Office, Dataphile, FactSet Certifications: investment representative, ir registered Commitment: Full Time W