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Added 1 min ago
Sales Associate
Rogers Communications
Burlington, ON
…can enhance and simplify their lives. We deliver a seamless experience, value expertise, dedication, and commitment to doing what’s right for our customers needs, every…
Added 13 mins ago
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Director, Mid-Market Mergers & Acquisitions- EN
RBC
Montreal, QC
- Full-time
…a dynamic team guided by Regional Leaders and supported by Associate Directors and Analysts. This role combines technical expertise, project and client relationship management, and leading…
Added 44 mins ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
3+ years of experience in wealth management, including client relationship management
Added 44 mins ago
RD
Associate, Wealth Management
RBC Dominion Securities
Toronto, ON
- Full-time
Ascendant Wealth Partners is a leading boutique wealth management practice within RBC Dominion Securities, combining the entrepreneurial culture of an independent firm with the strength and…
Added 44 mins ago
S
L'associé(e), Gestion de capital/Associate, Capital Management
Sagard
Montreal, QC
- Full-time
…private credit and real estate. Sagard also engages in private wealth management through Sagard…
Added 46 mins ago
T
Client Services Representative - TD Asset Management
TD
Montreal, QC
- Full-time
…and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary…
Added 46 mins ago
T
Associate Trust Officer
TD
London, ON
- Full-time
As an Associate Trust Officer, you’ll have the opportunity to combine your legal, estate, trust, or client-service experience with the depth and reach of TD Wealth. You’ll work alongside…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 1 hour ago
NB
Associate
National Bank of Canada
Saint-Félicien, QC · St-Félicien, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 1 hour ago
NB
Wealth Assocaite
National Bank of Canada
Mississauga, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 1 hour ago
NB
Analyst or Associate Financial Resource Management
National Bank of Canada
Montreal, QC
- Full-time
Join a high-impact team in Capital Markets where financial strategy meets innovation. As an Analyst or Associate in the Financial Resource Management team, you’ll play a key role in…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Richmond, BC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Oakville, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 1 hour ago
RJ
Payroll Associate
Raymond James
Vancouver, BC
- Full-time
…services to Canadians seeking customized solutions to their wealth management…
Added 2 hours ago
RB
Associate, Wealth Management
Royal Bank of Canada
Toronto, ON
- Full-time
Ascendant Wealth Partners is a leading boutique wealth management practice within RBC Dominion Securities, combining the entrepreneurial culture of an independent firm with the strength and…
Added 2 hours ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
3+ years of experience in wealth management, including client relationship management
Added 2 hours ago
NB
Associate
National Bank of Canada
Victoriaville, QC
- Full-time
A career as an Associate in the Evolution Wealth Management team at National Bank Financial, will give you the opportunity to show your ability to work in synergy with clients and…
Added 2 hours ago
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Directeur / Directrice Fusions et Acquisitions, Marché Intermédiaire- FR
RBC
Montréal-Ouest, QC
- Full-time
…a dynamic team guided by Regional Leaders and supported by Associate Directors and Analysts. This role combines technical expertise, project and client relationship management, and leading…
Added 2 hours ago
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Associate Director, Deposits
BMO
Toronto, ON · FCP
- Full-time
The Associate Director, Deposits plays a critical role in supporting and advancing the Private Wealth Deposits business across both Private Banking and BMO Nesbitt Burns. This position…
Added 2 hours ago
Customer Experience Associate - Baie Verte, NFLD - 30 hours/week (275496)
Scotiabank
Baie Verte, NL
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 3 hours ago
LI
Associate, Private Capital Markets
Lankin Investments
Vaughan, ON
- $70,000 to $80,000 CAD / year
- Full-time
Experience in financial services, investments, real estate, or wealth management is an asset but not required.
Added 3 hours ago
Customer Experience Associate - Bovaird & Mountainash Branch (30 Hours/Week)
Scotiabank
Brampton, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 4 hours ago
RJ
Account Transfer Associate - 12 Month Contract
Raymond James
Vancouver, BC
- Full-time
A minimum of 2 years of industry-related experience in wealth management, securities operations, banking, or a related financial services environment.
Added 4 hours ago
M
Advisor Onboarding Associate
Manulife
Toronto, ON · Burlington, ON
- Full-time
…advisors as they transition their books of business to Manulife Wealth Inc. and other wealth lines of business. This role coordinates onboarding activities, maintains accurate advisor and…

Raymond James

Client Access Support Associate

Toronto, ON, Canada
Montreal, QC, Canada
Vancouver, BC, Canada

Full-time

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Job details

Job type: Full-time
Experience: College Diploma or equivalent and a minimum of 3-4 years’ experience in customer service.
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.

Bilingual Client Access Support Associate

How does the role impact the organization?

Raymond James Ltd. is seeking a preferably Bilingual (French and English) Client Access Support Associate to join the Information Technology/PCG team at one of our Canadian offices. Under PCG Management, the candidate will act as the point of contact for Raymond James clients and advisors. The candidate will provide timely support for clients and advisors related to client website access and mobile application. They will liaise with internal, external, operational, and technical support teams, as required, to obtain, clarify, and deliver accurate information in a timely manner.

What will your role be responsible for?

Collaborate with IT teams and RJL Divisions to identify client needs.
Provide an exceptional level of customer service in a calm, courteous, and professional manner.
Respond to inquiries or complaints received through phone calls or written correspondence concerning client-access usage issues; follow issues through resolution and final communications.
Conduct basic diagnoses of internet software and hardware to troubleshoot client connectivity problems; assist with password resets, registration, or email-notification issues.
Document client communications in detail in the call-tracking system and accurately update client personal information as appropriate.
Research, resolve, and make decisions regarding various inquiries for clients, advisors, and associates within RJL.
Determine the best method to resolve problems to ensure customer satisfaction while adhering to company policies.
Coordinate problem resolution with appropriate departments.
Follow up verbally or in writing to ensure customer satisfaction.
Act as liaison for document deficiencies across branches, Operations, Compliance, and enterprise data teams.
Perform other duties and responsibilities as assigned.
Support short-term ad hoc projects, including related research, coordination, documentation, and follow-up as required.

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?

College Diploma or equivalent and a minimum of 3-4 years’ experience in customer service.
Experience in the financial services or brokerage industry required.
Excellent proficiency with Microsoft 365 and SharePoint Online, common web browsers, and mobile devices.
Preferable fluent written and verbal French and English skills.
Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Ability to establish and maintain effective working relationships at all levels of the organization.
Sound decision-making, organizational, and interpersonal skills.
Ability to think critically and ask targeted questions to determine needs and respond appropriately.
Ability to communicate effectively, orally and in writing, with external clients, financial advisors, and other internal clients.
Ability to work constructively under stress and pressure when faced with high workloads and deadlines.
Ability to work independently and collaboratively within a team environment.
Quick learner who is dependable, professional, creative, and innovative.

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: $50,000 - 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 associate acts as a primary point of contact for clients and advisors, providing support for website access and mobile application issues. They collaborate with internal teams to resolve inquiries, document communications, and ensure high levels of customer satisfaction.

Requirements

Candidates must possess a college diploma and 3-4 years of customer service experience, preferably within the financial services or brokerage industry. Proficiency in Microsoft 365 and SharePoint, along with strong bilingual communication skills in English and French, is required.

Skills

Customer Service
Technical Support
Troubleshooting
Microsoft 365
SharePoint Online
Communication
Problem Solving
Financial Services
Data Entry
Client Relations
Bilingualism
Time Management
Critical Thinking
Documentation
Interpersonal Skills

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
Wealth Management
Information Technology
PCG
Customer Service
Technical Support
Microsoft 365
SharePoint Online
Financial Services
Brokerage
Connectivity
Troubleshooting
Call Tracking
Compliance
Data Management
Bilingual
Client Access
Mobile Application
Investment Dealers
Operations

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