Hybrid Financial Advisor Assistant — Client Services & Ops

Raymond James Financial; Toronto; On-site; CAD 60,000 - 65,000; Full time

Job summary

Raymond James Ltd. in Downtown Toronto is hiring a full-time Financial Advisor Assistant to support our team within Bowes Wealth Management.

The role blends client service, account administration, and office coordination in a fast-paced wealth management environment. This hybrid position requires at least two years in financial services, strong MS Office skills, and comfort with CRM systems and trade support.

Qualifications

• Minimum of 2 years of industry-related experience in financial services.
• Post-secondary education or an equivalent combination of education, training, and relevant experience.
• CIRO Investment Representative licensing is preferred, or willingness to obtain within 6 months of hire.
• Experience with account administration for registered and non-registered accounts, including RRSPs, TFSAs, corporate accounts, transfers, and client documentation.
• Strong Microsoft Office skills, especially Outlook, Word, Excel, and PowerPoint; experience with Dataphile and Raymond James systems is an asset.
• Excellent written and verbal communication, client service, organization, problem-solving, prioritization, and attention to detail.

Responsibilities

• Provide professional, responsive, and client-focused service by phone, email, and in person.
• Handle day-to-day client requests, inquiries, and follow-up items, working closely with the advisory team to ensure matters are resolved promptly.
• Assist with trade-related administration and, where appropriately licensed, process trade instructions and security transactions in accordance with firm and regulatory requirements.
• Schedule and confirm client meetings, manage calendars, prepare meeting materials and presentations, and help track post-meeting action items.
• Draft and coordinate routine client correspondence and help maintain a polished, consistent client experience across all touchpoints.
• Account Administration & Operations
• Support new account openings, account updates, KYC documentation, beneficiary changes, transfers, and related paperwork.
• Process and follow up on deposits, withdrawals, cheques, electronic funds transfers, journals, and other cash management-related requests.
• Ensure documentation and transactions are accurate, complete, and processed in accordance with internal and regulatory requirements.
• Coordinate with Raymond James head office and internal departments to resolve operational issues and follow up on outstanding items.
• Support tax-season activities by coordinating tax slips, client requests, documentation for accountants and tax professionals, and related follow-up items.
• CRM, Meetings & Office Coordination
• Maintain accurate and up-to-date CRM records, client notes, contact information, activities, and follow-up tasks.
• Use Microsoft Outlook extensively for calendars, scheduling, email management, mail merges, meeting coordination, and client communications.
• Maintain advisor files and recurring administrative workflows, assist with project work, and help keep the office organized and running smoothly.
• Use Dataphile and Raymond James systems effectively and demonstrate comfort learning new technology and processes.
• Client Events, Marketing & Communications
• Organize and support client events, seminars, branch events, and related follow-up activities.
• Coordinate invitations, approvals, attendance tracking, materials, logistics, and post-event follow-up; occasional attendance outside regular business hours may be required.
• Assist with approved marketing initiatives, email campaigns, website or social media coordination, and other client communications.

Skills

Client service

Attention to detail

Organization

Time management

Communication

Education

Post-secondary education

Tools

Dataphile

Raymond James systems

Outlook

Excel

PowerPoint

Job description

Raymond James Ltd. in Downtown Toronto is hiring a full-time Financial Advisor Assistant to support our team within Bowes Wealth Management.

The role blends client service, account administration, and office coordination in a fast-paced wealth management environment. This hybrid position requires at least two years in financial services, strong MS Office skills, and comfort with CRM systems and trade support.