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Raymond James

Branch Assistant

AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Posting language: English
Posted: Oct 5, 2026

Original job description

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.

Branch Assistant

How does the role impact the organization?

Raymond James Ltd. is seeking an Branch Assistant to work with our leadership team in the flagship Edmonton office.

The primary role of the Branch Assistant is to provide operational and administrative support to the management team, and ensure the branch is ran efficiently and effectively. The individual will assist in the implementation of branch directives and ensure a high level of service quality is evident in all aspects of day-to-day operations. The role requires previous experience as a licensed Sales Assistant in the Investment Industryations.

Service Excellence:

Work closely with the Senior Branch Administrator supporting staff initiatives & communications, onboarding and offboarding support staff, track and maintain staff vacations & absences and general office administration;
Support the Branch Compliance Supervisor preparing and reviewing client correspondence and taking ownership of project work;
Act as a branch reference regarding operational policies & procedures, workstation applications and IT issues;
Schedule and organize meetings, including preparation and co-ordination of booking facilities, arranging required equipment, refreshments, etc.
Coordinate with branch marketing initiatives including client appreciation events, mailings, website development/maintenance, and social media;
Foster and support client relationships by responding to requests and proactive problem solving;
Enter trades, including stocks, bonds, and mutual funds as required;
Open accounts and manage documentation requirements as well as update accounts and create portfolio reviews as required;
Assist branch management team with other duties as assigned.

Teamwork:

Be an effective team player and flexible in adjusting to changing work priorities.
Participate fully as a member for the branch team and contribute to a positive work culture.
Ability to work in a fast paced and dynamic sales-oriented environment.
Excellent communication and organization skills.
Be knowledgeable of and comply with industry codes of conduct and with securities regulations.

What can you expect from us?

Our most important investment is in people, 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.

To qualify for this opportunity, you possess:

Minimum three (3) years’ experience in the Investment Brokerage or Financial Services Industry and be IR-Licensed.
Excellent proficiency with MS Office particularly Word, Excel, PowerPoint and Outlook;
Excellent verbal and written communication skills;
Exceptional problem-solving skills;
Ability to work effectively both independently and within a team environment;
Excellent work commitment and willingness to accept additional responsibilities;
Ability to prioritize, multitask, work within time constraints and follow-up; and
Ability to handle confidential information with tact and discretion.

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

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.

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More about this job

Responsibilities

The Branch Assistant provides operational and administrative support to the management team to ensure efficient branch operations. Responsibilities include managing client documentation, entering trades, supporting compliance, and coordinating marketing initiatives.

Requirements

Candidates must have at least three years of experience in the investment brokerage or financial services industry and hold an IR license. Proficiency in MS Office and strong communication, organizational, and problem-solving skills are required.

Skills

Operational support
Administrative support
Compliance
Client correspondence
Project management
Trade entry
Account management
Portfolio reviews
MS Office
Communication skills
Problem solving
Time management
Multitasking
Confidentiality
Investment brokerage
Financial services

Benefits

Health Benefits
RRSP Matching Program
Employee Stock Purchase Plan
Paid Time Off
Volunteer Days
Discretionary Bonuses
Tuition Reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Investment Brokerage
Financial Services
IR-Licensed
MS Office
Word
Excel
PowerPoint
Outlook
Compliance
Operations
Wealth Management
Client Relations
Trade Entry
Portfolio Review
Administrative Support
Marketing
Social Media
Project Work
Securities Regulations
Branch Administration

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