Wealth Advisor Assistant

Raymond James Ltd.; Winnipeg; On-site; CAD 45,000 - 55,000; Full time

Benefits offered by this job

Health benefits

RRSP matching

Employee stock purchase plan

Paid time off

Volunteer days

Discretionary bonuses

Tuition reimbursement

Internal promotion opportunities

Job summary

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

The Wealth Advisor Assistant role focuses on administrative support, client service, and facilitating smooth onboarding for Canadian and US clients. The position emphasizes strong MS Office skills, meticulous attention to detail, and a client-centric, team-oriented approach within a fast-paced environment.

Qualifications

• Post-secondary education or extensive experience in a similar or directly related role.
• Excellent verbal and written communication skills.
• Superior customer service and interpersonal skills.
• Meticulous attention to detail and strong organizational skills.

Responsibilities

• Support clients by responding to their requests in a friendly and timely manner.
• Assist with day-to-day operations and requests, including proactively problem solving.
• Assist team with scheduling appointments, preparing for meetings, and follow-up.
• Be responsible for and support the team with paperwork, including account opening.
• Provide seamless service on boarding both Canadian and US new clients.
• Manage incoming and outgoing phone calls and emails with clients.
• Maintain electronic files; manage all necessary documentation for clients.
• Assist team during tax reporting season, liaising with tax professionals and clients.
• Help monitor insurance portals and act on any necessary client notifications.
• Assist with client account management, including cash movements and material changes.
• Assist with marketing initiatives including social media, website content, and client communication; and
• Support various office administrative duties.

Skills

Customer service

Communication

Time management

Attention to detail

Professionalism

Organizational skills

Multitasking

Team player

Tools

MS Office Suite

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.

Wealth Advisor Assistant

How does the role impact the organization?

The candidate is a self-motivated individual with exceptional administrative skills, a positive attitude, 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.

This role is best suited to someone who enjoys the administrative and client service side of the business and is interested in building a long-term career in this area within wealth management.

What will your role be responsible for?

• Support clients by responding to their requests in a friendly and timely manner;
• Assist with day-to-day operations and requests, including proactively problem solving;
• Assist team with scheduling appointments, preparing for meetings, and follow-up;
• Be responsible for and support the team with paperwork, including account opening;
• Provide seamless service on boarding both Canadian and US new clients;
• Manage incoming and outgoing phone calls and emails with clients;
• Maintain electronic files; manage all necessary documentation for clients;
• Assist team during tax reporting season, liaising with tax professionals and clients;
• Help monitor insurance portals and act on any necessary client notifications;
• Assist with client account management, including cash movements and material changes;
• Assist with marketing initiatives including social media, website content, and client communication; and
• Support various office administrative duties.

What can you expect from us?

Our most important investment is in people.

Raymond James Ltd. offers flexible workstyles, competitive compensation, and a comprehensive benefits package including:

• health benefits
• RRSP matching
• employee stock purchase plan
• paid time off
• volunteer days
• discretionary bonuses
• tuition reimbursement
• opportunities for internal promotion and community involvement

What do we expect from you?

• Post-secondary education or extensive experience in a similar or directly related role;
• Excellent proficiency with MS Office particularly Word, Excel and Outlook;
• Excellent verbal and written communication skills;
• Superior customer service and interpersonal skills;
• Meticulous attention to detail;
• Capable of thriving in a fast-paced environment;
• High level of professionalism and strong organizational skills;
• Motivated with the ability to prioritize, multitask, work within time constraints;
• Ability to work in a fun and motivating team environment;
• Ability to demonstrate a professional and friendly manner to our clients; and
• Ability to effectively handle confidential information.

Licenses and Certifications

• CIRO licensed is an asset.

Note: The Raymond James Winnipeg office is not downtown located and would require travel to the south-west area of the city.

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: $45,000-55,000 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.

Job: Wealth management

Primary Location: CA-MB-Winnipeg-Winnipeg

Organization: Branch

Schedule: Full-time

Status: Permanent Full-Time