Financial 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.

How does the role impact the organization?

Drawing on at least 1-2 years of previous experience as an Administrative Assistant in a financial services firm, the candidate must have a meticulous attention to detail, possess a positive attitude and have exceptional customer service & interpersonal skills, as they will be dealing directly with clients.

The successful candidate must also be responsible, self-motivated and a team player.

This position will assist the Branch Manager, and his financial advisor team, whose focus is providing exceptional client service.

What will your role be responsible for?

• Process and follow up on security transactions and transfers;
• Handle incoming and outgoing phone calls with clients;
• Respond to requests for information;
• Prepare correspondence and reports;
• Service clients’ general day-to-day requests;
• Foster and support client relationships;
• Have an understanding the differences between stocks, bonds and mutual funds.
• Other duties as assigned.

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 1-2 years investment industry experience;