Find work in Canada.

494,423 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 8 mins ago
M
Elite Inforce Case Coordinator
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
The primary responsibility is to provide pro-active support to our Corporate Account, National Account and Independent Advisor offices, as well to liaison with internal departments to…
Added 8 mins ago
JT
Outside Sales Representative
JM Test Systems
AB · Edmonton, Alberta
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 8 mins ago
JT
Outside Sales Representative
JM Test Systems
Calgary, AB
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 8 mins ago
JT
Outside Sales Representative
JM Test Systems
Richmond, BC
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 8 mins ago
JT
Inside Sales Representative
JM Test Systems
AB · Edmonton, Alberta
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 8 mins ago
JT
Inside Sales Representative
JM Test Systems
Calgary, AB
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 8 mins ago
JT
Inside Sales Representative
JM Test Systems
Richmond, BC
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 8 mins ago
Mortgage Review Officer (Real Estate Secured Lending)
Scotiabank
Toronto, ON
…appropriate risk policies and identifying trends to improve service to all…
Added 8 mins ago
Senior Financial Advisor - Sherway Gardens, Etobicoke, ON
Scotiabank
Toronto, ON · Etobicoke, ON
…Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey…
Added 8 mins ago
M
RQ11309 - Solutions Designer - Senior
Maarut
Toronto, ON
- Contract
on the client's service specifications, standards, policies, best practices and
Added 8 mins ago
PA
Portfolio Manager
Purpose Advisor Solutions
Toronto, ON
- Full-time
Run a proactive service cadence - scheduled portfolio reviews, quarterly business reviews with partner firms, and regular advisor check-ins
Added 8 mins ago
MG
Regional Market Development Manager (Canada)
MONAT Global
Toronto, ON
- Full-time
As a trusted coach and advisor, you will inspire confidence, foster accountability, and empower entrepreneurs to achieve meaningful, long-term success. The ideal candidate is passionate…
Added 23 mins ago
TC
Human Resources Business Partner
Toromont Cat
Concord, ON
- Full-time
…performance, accountability, employee loyalty/engagement, and customer service /experience…
Added 23 mins ago
MC
Director, Advisor Experience
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
Define and advance the multi-year Wealth advisor and leader experience strategy, establishing the vision, priorities, service standards and roadmap required to improve advisor…
Added 23 mins ago
MC
Director, Distribution & Activation
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
Advance advisor practice model considerations, retirement and book-transition programs, book optimization and acquisition, and scalable service models.
Added 23 mins ago
LC
Outbound Account Executive (Hospitality)
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
Architect Ecosystems: Act as a trusted advisor by understanding third-party integrations (e.g., Deputy, Xero, SevenRooms) to provide venues with a holistic, "all-in-one" technology stack.
Added 23 mins ago
LC
Outbound Account Executive (Hospitality)
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
Architect Ecosystems: Act as a trusted advisor by understanding third-party integrations (e.g., Deputy, Xero, SevenRooms) to provide venues with a holistic, "all-in-one" technology stack.
Added 23 mins ago
RB
Banking Advisor Intern
Royal Bank of Canada
Huntsville, ON
- Full-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 23 mins ago
RB
Client Advisor Intern
Royal Bank of Canada
Petawawa, ON
- Full-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 23 mins ago
RB
Financial Advisor
Royal Bank of Canada
Edmundston, NB
- Full-time
 Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice…
Added 38 mins ago
Corporate - Commercial Lines - Commercial Account Manager
OTIP Group of Companies (OTIP, Orbit, Curo)
Waterloo, ON
The Commercial Account Manager serves as the lead relationship manager and trusted risk advisor for a portfolio of complex commercial clients. This role is responsible for developing and…
Added 38 mins ago
Member IT Services - Technical Lead- BC Functional
Mohawk Medbuy Corporation (MMC)
Burlington, ON · Toronto, ON
…implementation partners, the Configuration Lead acts as a trusted advisor, owns outcomes, and helps ensure the platform delivers measurable operational…
Added 38 mins ago
JT
Inside Sales Representative
JM Test Systems
Richmond, BC
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We're looking for a delightful, energetic individual who…
Added 38 mins ago
JT
Outside Sales Representative
JM Test Systems
Richmond, BC
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We're looking for a delightful, energetic individual who…
Added 38 mins ago
JT
Outside Sales Representative
JM Test Systems
Calgary, AB
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We're looking for a delightful, energetic individual who…

Raymond James Ltd.

Client Service Coordinator/Administrative Assistant

Waterloo, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 25, 2026
Experience: Minimum of 2 years of office administration experience, preferably within the wealth management industry.
Posting language: English
Posted: Oct 26, 2026

Original job description

Waterloo - Lee IFS

BLA Private Wealth | Raymond James Ltd.

Waterloo, Ontario | Full-Time | In-Office

About BLA Private Wealth

BLA Private Wealth is a wealth management advisory practice committed to delivering exceptional client experiences and high ‑ quality financial guidance. We are seeking a reliable, organized, and client ‑ focused Client Services Coordinator / Administrative Assistant to join our team. This is a full time, in office role to ensure our office runs smoothly and our clients receive outstanding service at every touchpoint.

Position Overview

The Client Services Coordinator supports the advisory team by managing administrative operations, completing account-related tasks, and serving as the first point of contact for clients. The ideal candidate has strong experience in financial services administration - preferably within CIRO environment - and brings a proactive, detail-oriented approach to daily tasks.

Key Responsibilities

Client & Advisor Support

Greet clients upon arrival and ensure a professional, welcoming experience.
Answer incoming phone calls and emails; triage and delegate inquiries to the appropriate advisor or team member.
Schedule and coordinate meetings for existing clients following structured communication cycles.

Account Administration

Prepare and submit one ‑ time electronic fund transfers (EFTs), bank wires, and other client instructions.
Assist with new account openings, updates, and documentation using dealer and custodial platforms.
Prepare paperwork and review for accuracy and compliance requirements.
Complete cheque deposits and bank runs as needed to support daily operations.

Office Operations

Maintain office supplies, manage mail and courier deliveries, and keep client areas organized and presentable.
Support general administrative processes, filing, document preparation, and record keeping.
Assist advisors with follow-up tasks, tracking outstanding items, and ensuring timely completion.
Contribute to ongoing improvements in workflow, efficiency, and client service standards.

Qualifications & Experience

Minimum of 2 years of office administration experience, preferably within the wealth management industry.
Investment Representative (IR) license is an asset (not required but strongly preferred).
Knowledge of wealth management products, compliance processes, and industry terminology is an asset.
Strong attention to detail, accuracy, and the ability to manage sensitive client information confidentially.
Excellent communication skills - both written and verbal.
Proficiency with MS Office (Outlook, Word, Excel) and comfort with learning new software platforms.
Must be able to work full-time, in-office, with professionalism and reliability.
Social media posting and marketing skills are definite assets.

Ideal Candidate Traits

Client-centered mindset with a positive attitude.
Highly organized, efficient, and comfortable managing multiple priorities.
Team-oriented, adaptable, and proactive in supporting advisors and clients.
Strong problem-solving skills and willingness to take ownership of tasks.

How To Apply

Interested candidates are invited to submit their résumé and a brief cover letter outlining their experience and suitability for the role.

We thank all candidates for their interest and advise that only those under consideration will be contacted.

We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check.

Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contributions of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above details and we will be happy to help.

Job

Wealth management

Primary Location

CA-ON-ON-Waterloo

Organization

PCG IFS

Schedule

Full-time

Apply About employer

More about this job

Responsibilities

Support clients and advisors by greeting visitors, managing calls and emails, coordinating client meetings, and completing account-related tasks such as transfers, wires, account openings, and documentation. Maintain office operations and records, track follow-up items, and contribute to efficient workflows and high-quality client service.

Requirements

At least two years of office administration experience is required, preferably in wealth management; an Investment Representative license and knowledge of wealth management products and compliance are assets. Candidates should have strong communication, organization, accuracy, confidentiality, and Microsoft Office skills, and be able to work full-time in-office.

Skills

Client Service
Office Administration
Account Administration
Electronic Funds Transfers
Bank Wires
New Account Openings
Compliance Documentation
Client Communication
Meeting Coordination
Record Keeping
Attention To Detail
Confidentiality
Microsoft Office
Workflow Improvement
Social Media Marketing

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Client Service
Office Administration
Investment Representative License
CIRO
Electronic Funds Transfers
Bank Wires
Account Openings
Account Updates
Dealer Platforms
Custodial Platforms
Compliance
Client Documentation
Cheque Deposits
Microsoft Outlook
Microsoft Word
Microsoft Excel
Meeting Coordination
Client Communications
Record Keeping
Filing
Workflow Improvement
Social Media
Marketing
Background Verification
Credit Check
Criminal Record Check

Report this job