Client‑Focused Financial Admin & Trade Support

Raymond James Ltd.; Toronto; On-site; CAD 55,000 - 60,000; Full time

Benefits offered by this job

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Discretionary Bonuses

Tuition Reimbursement

Job summary

A leading financial services firm in Toronto is seeking a Senior Financial Advisor Assistant to support Portfolio Managers and ensure efficient operations. The role involves managing client trades, handling inquiries, and maintaining accurate documentation. Candidates should have a post-secondary education, minimum of three years of experience in the financial sector, and relevant investment licensing. This position offers competitive compensation and benefits, emphasizing professional growth within a collaborative environment.

Qualifications

• Must have minimum 3 years of experience in investment, financial services, or accounting.
• Investment Representative licensing is required.
• Knowledge of fundamental investment concepts.

Responsibilities

• Support senior portfolio managers and associates with daily operations.
• Handle client trades, requests, and ensure accurate paperwork.
• Assist with marketing initiatives and manage cash management.

Skills

Client service orientation

Attention to detail

Organizational skills

Problem-solving

Interpersonal skills

Education

Post-secondary education

Tools

Microsoft Office

CRM software

Google Analytics

Job description

A leading financial services firm in Toronto is seeking a Senior Financial Advisor Assistant to support Portfolio Managers and ensure efficient operations. The role involves managing client trades, handling inquiries, and maintaining accurate documentation. Candidates should have a post-secondary education, minimum of three years of experience in the financial sector, and relevant investment licensing. This position offers competitive compensation and benefits, emphasizing professional growth within a collaborative environment.