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 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. 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 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. Upon eligibility, Raymond James Ltd offers 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. 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. 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 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. Upon eligibility, Raymond James Ltd offers 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: Post-secondary education; 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; 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. 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 [email protected]. 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. What do we expect from you? To qualify for this opportunity, you possess: Post-secondary education; 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; 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. 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 [email protected]. 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.

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