Wealth Advisor Assistant

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 primary role of the Wealth Advisor Assistant is to support a team of financial advisors and the Branch Manager (BM) by ensuring the office is managed efficiently and effectively. The position is responsible for entering client trades, servicing client requests and processing trade instructions by phone, and ensuring client paperwork is up to date and accurate.

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;
• Service clients’ general day-to-day requests;
• Maintain Financial Advisor files, calendar & expenses; and
• Perform general office duties.

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.