Financial Advisor Assistant

Raymond James Ltd.; Kelowna; On-site; CAD 45,000 - 55,000; Full time

Benefits offered by this job

Health Benefits

RRSP Matching

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Discretionary Bonuses

Tuition Reimbursement

Job summary

Raymond James Ltd., a leading independent investment dealer in Canada, is seeking a Financial Advisor Assistant in Kelowna. The role supports the Branch Manager and advisory team, handling client interactions and transaction processing to ensure exceptional service.

Ideal candidates bring 1–2 years of investment industry experience, post-secondary education, and a CIRO license. Proficiency in MS Office, strong communication, organization, and teamwork are essential.

Qualifications

• Minimum 1-2 years investment industry experience.
• Post-secondary education.
• CIRO licensed.
• Excellent proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook).
• Excellent verbal and written communication skills.
• Strong organizational skills.
• Meticulous attention to detail.
• Ability to prioritize, multitask, work within time constraints and follow-up.
• Ability to work in a team environment and demonstrate a professional and friendly manner.

Responsibilities

• Process and follow up on security transactions and transfers.
• Handle incoming and outgoing phone calls with clients.
• Respond to requests for information.
• Prepare correspondence and reports.
• Service clients’ general day-to-day requests.
• Foster and support client relationships.
• Have an understanding the differences between stocks, bonds and mutual funds.
• Other duties as assigned.

Skills

Admin support

Customer service

MS Office

Communication

Organization

Teamwork

Education

Post-secondary education

CIRO licensed

Job description

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Financial Advisor Assistant

How does the role impact the organization?

Drawing on at least 1-2 years of previous experience as an Administrative Assistant in a financial services firm, the candidate must have a meticulous attention to detail, possess a positive attitude and have exceptional customer service & 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 will assist the Branch Manager, and his financial advisor team, whose focus is providing exceptional client service.

What will your role be responsible for?

• Process and follow up on security transactions and transfers;
• Handle incoming and outgoing phone calls with clients;
• Respond to requests for information;
• Prepare correspondence and reports;
• Service clients’ general day-to-day requests;
• Foster and support client relationships;
• Have an understanding the differences between stocks, bonds and mutual funds.
• Other duties as assigned.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

To qualify for this opportunity you possess:

• Minimum 1-2 years investment industry experience;
• Post‑secondary education;
• CIRO licensed;
• Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint & Outlook;
• Excellent verbal and written communication skills;
• Strong organizational skills;
• Meticulous attention to detail;
• Ability to prioritize, multitask, work within time constraints and follow-up; and
• Ability to work in a team environment and demonstrate a professional and friendly manner.

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Salary Range

$45,000-55,000 annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [e-mail]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

Job

Wealth management

Primary Location

CA-BC-Kelowna-Kelowna

Schedule

Full-time

Status

Permanent Full-Time