Financial Advisor Assistant

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:

• Minimum 3 years investment industry experience;
• Post-secondary education;
• Excellent proficiency with MS Office particularly Word, Excel and Outlook;
• Experience with Dataphile, Croesus and Thomson Reuters is an asset;
• Excellent verbal and written communication skills;
• Ability to work in a team environment and demonstrate a professional and friendly manner
• Superior customer service skills;
• 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;
• Superior problem solving skills;
• CIRO IR Licensed required;
• 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: $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 recruitment@raymondjames.ca.

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.