Financial Advisor Assistant

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

Benefits offered by this job

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Discretionary Bonuses

Tuition Reimbursement

many more!

Job summary

Raymond James Ltd. in Toronto is seeking a Financial Advisor Assistant to support the advisor team with administrative tasks, reporting, client correspondence and timely follow-up.

You will handle security transactions, client calls, maintain files, and contribute to service levels while working in a collaborative, client‑focused environment. The role offers a competitive salary and comprehensive benefits.

Qualifications

• Minimum 2 years investment industry experience.
• Post-secondary education.
• Excellent proficiency with MS Office (Word, Excel, Outlook).
• Experience with Dataphile, Croesus and Thomson Reuters is an asset.
• Excellent verbal and written communication skills.
• Ability to work in a team environment and be professional and friendly.
• Superior customer service skills.
• Meticulous attention to detail.

Responsibilities

• Prepare and review daily/monthly/annual reports, client correspondence and take ownership of project work.
• Process and follow up on security transactions and transfers.
• Handle incoming and outgoing phone calls with clients.
• Foster and support client relationships by liaising with clients and proactive problem solving.
• Service clients’ general day-to-day requests.
• Maintain Financial Advisor files; and
• Perform general office duties.

Skills

Investment industry experience

Verbal and written communication

Teamwork and collaboration

Attention to detail

Time management

Education

Post-secondary education

Tools

Microsoft Office

Dataphile

Croesus

Thomson Reuters

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?

The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service.

As a key member of the team, contributions are important to the success of the client relationship with the Financial Advisor, and to the success of the Branch as a whole.

What will your role be responsible for?

• Prepare and review daily/monthly/annual reports, client correspondence and taking ownership of project work;
• Process and follow up on security transactions and transfers;
• Handle incoming and outgoing phone calls with clients;
• Foster and support client relationships by liaising with clients, responding to requests and proactive problem solving;
• Service clients’ general day-to-day requests;
• Maintain Financial Advisor files; and
• Perform general office duties.

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.

• Health Benefits
• RRSP Matching Program
• Employee Stock Purchase Plan
• Paid Time Off
• Volunteer Days
• Discretionary Bonuses
• Tuition Reimbursement
• many more!

We also support internal promotion and community involvement.

What do we expect from you?

To qualify for this opportunity you possess:

• Minimum 2 years investment industry experience;
• Post-secondary education;
• Excellent proficiency with MS Office particularly Word, Excel and Outlook;
• Experience with Dataphile, Croesus and Thomson Reuters is an asset;
• Excellent verbal and written communication skills;
• Ability to work in a team environment and demonstrate a professional and friendly manner
• Superior customer service skills;
• Meticulous attention to detail;
• Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide necessary follow up;
• Strong organizational skills;
• Superior problem solving skills;
• CIRO IR Licensed preferred or willing to obtain within 12 months;
• The ability to work within deadlines in a high-volume, pressure-oriented environment; and
• Ability to effectively handle confidential information.

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

Administrative & Support Services

Primary Location

CA-ON-Toronto-Toronto

Schedule

Full-time

Status

Permanent Full-Time