Investment Advisory Support Specialist

Raymond James Ltd.; Toronto; On-site; CAD 50,000 - 55,000; Full time

Job summary

Raymond James Ltd. in Toronto is seeking a Senior Investment Advisor Associate to support a team of financial advisors and the Branch Manager, ensuring efficient office management and accurate processing of client trades and paperwork.

You will engage with clients, assist in research and analysis, and help prepare investment statements and presentations, contributing to disciplined investment behavior and high-quality service.

Qualifications

• Post-secondary education or equivalent required.
• IR Licensed or licensing within 1 year of hire.
• Proficient in MS Office (Word, Excel, Outlook).
• Dataphile and FactSet experience is an asset.
• Excellent verbal and written communication skills.
• Collaborative mindset with professional demeanor.
• Superior customer service skills.
• Meticulous attention to detail.
• Self-starter with the ability to prioritize and multitask.
• Strong organizational skills.
• Problem solving abilities.
• Ability to work within deadlines in a high-volume environment.
• Ability to handle confidential information.

Responsibilities

• Work closely with the lead advisor to support the management of client investment portfolios.
• Engage directly with clients, participate in client meetings and encourage disciplined investment behaviour.
• Assist in research, analysis, asset mix decisions and investment selection
• Prepare investment policy statements, proposals & client review presentations
• Execute trades as required
• Ensure portfolio models are kept aligned with clients objectives and IPS statements
• Work closely with lead advisor and financial planning team on preparing and presenting financial plans
• Liase with clients and accountants at tax time
• Maintain high standards of integrity, objectivity, and expertise
• Provide exemplary quality service, including phone, email, written & in-person communication
• Prepare and review daily/monthly/annual reports, client correspondence and taking ownership of project work
• Process and follow up on security transactions and transfers
• Service clients’ general day-to-day requests; and
• Perform general office duties

Skills

MS Office

Communication skills

Customer service

Time management

Attention to detail

Teamwork

Discretion

Education

Post-secondary education

IR Licensed

Licensing within 1 year

Tools

Dataphile

FactSet

Job description

Raymond James Ltd. in Toronto is seeking a Senior Investment Advisor Associate to support a team of financial advisors and the Branch Manager, ensuring efficient office management and accurate processing of client trades and paperwork.

You will engage with clients, assist in research and analysis, and help prepare investment statements and presentations, contributing to disciplined investment behavior and high-quality service.