Licensed Financial Advisor Assistant — Client-Focused

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

Job summary

Raymond James Ltd. is Canada’s leading independent investment dealer offering customized wealth management solutions. The Licensed Financial Advisor Assistant role focuses on client service, account administration, and regulatory compliance to support advisers and clients.

The position emphasizes strong organizational skills, accuracy, and teamwork within a fast-paced environment, with competitive compensation and benefits. Eligible for performance bonuses and ongoing professional development.

Qualifications

• Post-secondary education required; experience in investment brokerage or financial services assets.
• Investment Representative license required or willingness to obtain RR license.

Responsibilities

• Build and maintain strong client relationships with proactive client service.
• Support clients' day-to-day administrative and trade-related needs; respond to inquiries and process requests.
• Manage account administration: new accounts, client records, documentation, and head office correspondence.

Skills

Client service

Attention to detail

Time management

Team collaboration

Regulatory understanding

Education

Post-secondary education

Investment Representative license

Tools

CRM systems

Dataphile

Microsoft Office

Tax filing tools

Job description

Raymond James Ltd. is Canada’s leading independent investment dealer offering customized wealth management solutions. The Licensed Financial Advisor Assistant role focuses on client service, account administration, and regulatory compliance to support advisers and clients.

The position emphasizes strong organizational skills, accuracy, and teamwork within a fast-paced environment, with competitive compensation and benefits. Eligible for performance bonuses and ongoing professional development.