Accounting & Finance

Wealth Advisor Associate - Client-Focused Support & Growth

Raymond James Ltd.

Victoria · Capital Regional District · Canada

Raymond James Ltd. in Victoria, BC is seeking a Wealth Advisor Associate to support a team of financial advisors and the Branch Manager. You will handle account openings, process client trades by phone, and ensure paperwork is accurate and up to date.

This role emphasizes meticulous attention to detail, a positive attitude, and strong interpersonal skills in a fast-paced environment. Relevant post-secondary education and several years of experience in financial services are preferred.

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Reference: WJ-4703_7199794

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