Financial Advisor Support Specialist

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

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.