Wealth Advisor Assistant

Raymond James Financial; Ottawa; On-site; CAD 50,000 - 70,000; Full time

Job summary

Raymond James Financial is seeking a motivated Wealth Advisor Assistant in Ottawa. The role involves supporting Financial Advisors by managing reports, client interactions, and administrative tasks. Candidates should be detail-oriented with strong communication skills and a post-secondary education. The position offers competitive benefits and opportunities for professional growth.

Benefits

Flexible workstyles

Health coverage

RRSP matching

Bonuses

Tuition reimbursement

Qualifications

• Post-secondary education required.
• Proficiency in MS Office.
• Must obtain IR License or complete Securities Course within 1 year.

Responsibilities

• Preparing and reviewing reports and managing project work.
• Processing security transactions and transfers.
• Handling client calls and fostering relationships.

Skills

Administrative skills

Communication

Attention to detail

Organizational skills

Education

Post-secondary education

IR License or completion of Canadian Securities Course

Tools

MS Office

Dataphile

FactSet

Job description

Job Description - Wealth Advisor Assistant (2500367)

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

Role Impact: The Wealth Advisor Assistant is a self-motivated individual with exceptional administrative skills, capable of working independently and within deadlines. The role contributes to client relationships and the success of the branch by supporting the Financial Advisor and team.

Responsibilities include:

• Preparing and reviewing reports, client correspondence, and managing project work;
• Processing security transactions and transfers;
• Handling client calls and fostering relationships through proactive communication;
• Maintaining files, calendars, and expenses for Financial Advisors.

What we offer: Flexible workstyles, competitive compensation, benefits including health coverage, RRSP matching, stock purchase plan, paid time off, volunteer days, bonuses, tuition reimbursement, and support for internal growth and community involvement.

Qualifications:

• Post-secondary education;
• IR License or successful completion of Canadian Securities Course and Conduct and Practices Handbook within 1 year;
• Proficiency in MS Office, experience with Dataphile and FactSet is a plus;
• Excellent communication skills;
• Attention to detail, organizational skills, and ability to handle confidential information;
• Ability to work under pressure and prioritize tasks.

We encourage professional growth, teamwork, client focus, accountability, and contribution to the firm’s evolution. Raymond James values diversity and is committed to equal opportunity employment. Candidates requiring accommodations should contact Human Resources at [e-mail].

Raymond James Ltd. is a member of IIROC and CIPF, with client accounts protected under Canadian regulations. For more information, visit www.cipf.ca.