Financial Advisor Support & Marketing Coordinator

Socket.dev; Toronto; On-site; CAD 45,000 - 50,000; Full time

Benefits offered by this job

Health benefits

RRSP Matching Programme

Employee Stock Purchase Plan

Paid time off

Volunteer days

Discretionary bonuses

Tuition reimbursement

Job summary

Raymond James Ltd. is seeking a Business Development Assistant for a 12-month contract in Toronto. You will support a growing financial advisory practice with administrative coordination, client service, and marketing initiatives, while advancing to ownership of communications and events.

The ideal candidate is highly organized, proactive, and capable of managing multiple priorities with accuracy and efficiency, with a clear growth path within client experience and marketing roles.

Qualifications

• Proficient in Microsoft Office with willingness to learn new apps.
• Strong verbal, written and interpersonal communication with clients and colleagues.
• Adept in problem-solving and detail-oriented.

Responsibilities

• Administrative: prepare and process account docs, open/transfer accounts, updates.
• Maintain client records and ensure accuracy; track paperwork with head office and third parties.
• Manage Know Your Client updates and compliance documentation; digital filing.
• Coordinate calendars, client meetings, materials, and communications; track items in CRM.

Skills

Microsoft Office

Verbal communication

Written communication

Interpersonal skills

Problem solving

Attention to detail

Multitasking

Education

Post-secondary education in Business Administration

Tools

Dataphile

Job description

Raymond James Ltd. is seeking a Business Development Assistant for a 12-month contract in Toronto. You will support a growing financial advisory practice with administrative coordination, client service, and marketing initiatives, while advancing to ownership of communications and events.

The ideal candidate is highly organized, proactive, and capable of managing multiple priorities with accuracy and efficiency, with a clear growth path within client experience and marketing roles.