Wealth Advisor Assistant

Raymond James Ltd.; Montreal (administrative region); On-site; CAD 50,000 - 55,000; Full time

Benefits offered by this job

Flexible workstyles

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Discretionary Bonuses

Tuition Reimbursement

Job summary

Raymond James Ltd. is seeking a capable administrator to support Financial Advisors by preparing reports, processing transactions, and maintaining client relationships.

The role emphasizes attention to detail, confidentiality, effective time management, and teamwork in a fast-paced environment. The successful candidate will have post-secondary education, and either hold an IR license or commit to obtaining IR registration within 12 months, with strong MS Office skills and client service

Qualifications

• Post-secondary education required.
• Investment Representative (IR) Licensed or IR registration within 1 year.
• Excellent proficiency with MS Office (Word, Excel, Outlook).
• Experience with Dataphile and FactSet is an asset.
• Strong verbal and written communication; team player; professional and confidential handling.

Responsibilities

• Prepare and review daily/monthly/annual reports and client correspondence; own project work.
• Process and follow up on security transactions and transfers.
• Handle incoming/outgoing calls with clients and support relationships.
• Liaise with clients, respond to requests, and provide proactive problem solving.
• Maintain Financial Advisor files, calendar and expenses.

Skills

Excellent verbal and written коммуника

Team collaboration

Time management

Attention to detail

Professional demeanor

Ability to handle confidential info

Education

Post-secondary education

Tools

MS Word

MS Excel

MS Outlook

Dataphile

FactSet

Job description

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

How does the role impact the organization?

Raymond James Ltd. is Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service.

As a key member of the team, contributions are important to the success of the client relationship with the Financial Advisor, and to the success of the Branch as a whole.

What will your role be responsible for?

• Prepare and review daily/monthly/annual reports, client correspondence and taking 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, responding to requests and proactive problem solving;
• Maintain Financial Advisor files, calendar & expenses; and

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

To qualify for this opportunity you possess:

• Post-secondary education;
• Investment Representative (IR) Licensed or become IR registered within 1 year of hire;
• Excellent proficiency with MS Office particularly Word, Excel and Outlook;
• Experience with Dataphile and FactSet is an asset;
• Excellent verbal and written communication skills;
• Ability to work in a team environment and demonstrate a professional and friendly manner
• Meticulous attention to detail;
• Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide necessary follow up;
• Strong organizational skills;
• The ability to work within deadlines in a high-volume, pressure-oriented environment; and
• Ability to effectively handle confidential information.

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Salary Range: $50,000 - 55,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [e-mail] . By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.