As of November 7, 2026, Jobsy lists 2 investment advisor assistant jobs in Calgary, AB. The most active employers are CGC Canaccord Genuity Corp., Raymond James Ltd. and CG. Skills often requested: microsoft office, communication skills, attention to detail and organizational skills.
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3+ YOECandidates need at least 3 years of administrative or sales support experience in regulated financial services and a CIRO licence (IR or RR), with Options licensing strongly preferred. They also need advanced Microsoft Office skills, strong organization, and discretion with sensitive information.
Dataphile, CRM, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
2+ YOECandidates need 2-3 years of related experience, a CIRO Investment Representative licence or active progress toward one, strong communication and organizational skills, and intermediate to advanced MS Office skills. Experience with Dataphile, Envestnet, Salesforce or netx360 and interest in financial planning or insurance are assets.
MS Office, Dataphile, Envestnet, Salesforce, netx360
Common questions
Who is hiring investment advisor assistants?
CGC Canaccord Genuity Corp. (3), Raymond James Ltd. (2), CG (1), CIBC World Markets Inc (Canada) (1) and Haywood Securities (1).
What skills do investment advisor assistant jobs ask for?
Postings most often mention microsoft office, communication skills, attention to detail, organizational skills, csc, ciro, interpersonal skills and work independently.