Find work in Canada.

355,948 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 10 mins ago
4C
Part-Time TELUS Sales Associate - 4L Gimli
4L Communications Inc. - Authorized TELUS Dealer
Gimli, MB
- Part-time
4L Communications is a family-owned and operated TELUS dealer with 23 locations across Manitoba, Saskatchewan, and Alberta. We're looking for an energetic, motivated individual to join our…
Added 10 mins ago
Associate Producer - EA SPORTS FC™ Mobile, Business Operations
Electronic Arts
Vancouver, BC
Experience establishing clear communications between multiple teams, ensuring that actions and goals are completed on time and to quality expectations
Added 23 mins ago
IP
Legal Assistant
IQ PARTNERS
Toronto, ON
- $60,000 to $75,000 CAD / year
- Full-time
To support a fair and efficient hiring process, we may use AI-assisted tools for tasks such as scheduling, note-taking, candidate communications, and assisting our team with aspects of…
Added 23 mins ago
S
HIS Training Manager - Project REACH - Temporary Full-Time - 2026-18856 (2026-18856)
Sunnybrook
Toronto, ON
- Full-time
…to enhance patient care, streamline clinical workflows and support our…
Added 23 mins ago
EI
SAP Consultant - Operational & Closure Readiness
ExcelGens, Inc.
Montreal, QC
- Contract
We are looking for a Senior Advisor – Operational & Closure Readiness to support Rio Tinto’s major SAP S/4HANA transformation program.
Added 26 mins ago
AH
Global Partnerships Media Integration Intern
Argonauts Holdings Limited Partnership
Toronto, ON · Scotiabank Arena
- Full-time
As part of the MLSE Global Partnership Media Integration team, your primary responsibility will be to provide support to the department through the management of several internal processes.…
Added 26 mins ago
AH
Global Partnerships Marketing Intern
Argonauts Holdings Limited Partnership
Toronto, ON · Scotiabank Arena
- Full-time
As part of the MLSE Global Partnership (GP) team, your primary responsibility will be to provide support on partner contract fulfillment and assist the department through the management of…
Added 26 mins ago
AH
Global Partnerships Marketing Intern
Argonauts Holdings Limited Partnership
Toronto, ON · Scotiabank Arena
- Full-time
As part of the MLSE Global Partnership (GP) team, your primary responsibility will be to provide support on partner contract fulfillment and assist the department through the management of…
Added 26 mins ago
AH
JR0000546 Corporate Communications Intern
Argonauts Holdings Limited Partnership
Toronto, ON · Scotiabank Arena
- Full-time
This role allows you to be part of the MLSE Corporate Communications Team and support the group’s vast public relations and influencer strategy portfolio. As a valuable member of the MLSE…
Added 26 mins ago
AH
Community & Fan Development Intern
Argonauts Holdings Limited Partnership
Toronto, ON · Scotiabank Arena
- Full-time
Manage communications with vendors and community partners to support initiative implementation.
Added 26 mins ago
AH
HR Operations Intern
Argonauts Holdings Limited Partnership
Toronto, ON · Scotiabank Arena
- Full-time
As a valued member of MLSE’s People & Inclusion (P&I) team, the HR Intern will support a variety of human resources initiatives that contribute to a positive employee experience and…
Added 26 mins ago
AH
Premium Services (Ticketing) Intern
Argonauts Holdings Limited Partnership
Toronto, ON · Scotiabank Arena
- Full-time
Provide communications support, including the creation of executive and non-executive level presentations and messaging.
Added 26 mins ago
AH
PR & Hockey Operations Intern
Argonauts Holdings Limited Partnership
Toronto, ON · Scotiabank Arena
- Full-time
Enrolled in a college/university, preferably with a concentration in Sports Administration / Sport Management, journalism, or communications.
Added 26 mins ago
AH
Basketball & Franchise Operations Intern
Argonauts Holdings Limited Partnership
Toronto, ON · Scotiabank Arena
- Full-time
…functions of the team, including day-to-day activities, internal communications, community initiatives, and assistance with team…
Added 26 mins ago
AH
Premium & VIP Experiences Intern
Argonauts Holdings Limited Partnership
Toronto, ON · Scotiabank Arena
- Full-time
Support the planning and execution of Premium & VIP experiences across MLSE teams, venues and live events.
Added 26 mins ago
LC
Specialist, Brand Marketing
Loblaw Companies Limited
Brampton, ON
- Full-time
The Brand Marketing Specialist provides tactical support for the development and execution of marketing campaigns and programs. Reporting to a Sr. Manager or Director/Sr. Director, this…
Added 26 mins ago
004 - Consultation Advisor
Métis Nation of Ontario
Timmins, ON · Sudbury, ON · Chapleau, ON · Sault Ste. Marie, ON · Blind River, ON · Cochrane, ON · North Bay, ON · Mattawa, ON · Haileybury, ON
…Consultation Committees (RCCs), staff, legal council, and citizens to support the Crown’s Duty to Consult and Accommodate and/or engage with external organizations on lands and resources…
Added 26 mins ago
TH
Marketing Manager, Loyalty
The Home Depot
Canada
- Full-time
Oversee day‑to‑day loyalty program operations, including promotion setup, benefit fulfillment, quality assurance, and member communications, ensuring a seamless member experience.
Added 26 mins ago
ON
Signal & Communication Technician
Ontario Northland
Cochrane, ON
- $43.31 CAD / hour
- Full-time
…installing, maintaining, and repairing wayside detection systems, communications equipment, and Signal Department apparatus that support the safe and efficient movement of rail traffic.…
Added 41 mins ago
T
Audit Manager I, Financial Crimes, Fraud and Insider Risk (1160)
TD
Toronto, ON
- Full-time
Manage the ongoing audit communications process with the stakeholders during and subsequent to the audit
Added 41 mins ago
Business Development Manager
Cosmetic Physician Partners
Montreal, QC
…priorities, adapt the right growth initiatives to their needs, and support activation across areas such as service growth, memberships, patient conversion and new program…
Added 41 mins ago
SD
Pharmacist, Hourly Full Time Day
Shoppers Drug Mart
Barrie, ON
- Full-time
Read and action store communications on in-store web
Added 41 mins ago
AC
Full-time Abilities, Leave, and Wellness Specialist
Algonquin College
Ottawa, ON
- Full-time
Experience applying knowledge of workplace wellbeing, occupational health, disability management or related practices to support complex employee cases is an asset;
Added 41 mins ago
SC
barista - Store# 49141, Bayview Village
Starbucks Coffee Company
Toronto, ON
- Full-time
Added 53 mins ago
RP
Learning Systems & Content Specialist
RECRUITMENT PARTNERS INC.
Calgary, AB
- Full-time
Design practical and effective learning experiences that support employee onboarding, operational consistency, and performance improvement.

Raymond James

Client Service Assistant

Vancouver, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Experience: Minimum 2 year of administrative experience in the financial services industry; and
Posting language: English
Posted: Oct 7, 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.

At Velocity Investment Partners, we are our client’s Financial Dream Team, delivering a premium wealth management experience inspired by the flawless service encountered at the world’s finest luxury resorts and brands. As a trusted Family Office, we act as their Family CFO and trusted advisor, providing valued stewardship of their wealth, including coordinating with lawyers, accountants and other advisors. We protect and grow our client’s wealth through exceptional investment management, smart tax strategies, and seamless generational wealth transfer. Our young, energetic, and fast-paced team operates with the precision and camaraderie of an elite sports team, thriving in a demanding environment where excellence is the standard.

Velocity Investment Partners |Client Service Assistant

How does the role impact the organization?

Velocity Investment Partners (VIP) is seeking an experienced, highly organized Client Service Assistant to join our growing team.

This is not a traditional administrative role. We are looking for a dynamic professional who thrives in a high-performance, fast-paced environment, can manage multiple priorities simultaneously, and understands the level of responsiveness, discretion and attention to detail required when working with high-net-worth families.

What is the position responsible for?

Deliver a high-touch client experience by acting as a key point of contact, responding to inquiries, coordinating requests, and supporting client onboarding and communications;
Prepare for client review meetings by gathering account information, portfolio materials, financial planning documentation, and creating agendas and presentation materials;
Maintain accurate Salesforce/CRM records, document meeting notes and action items, and coordinate timely follow-up on client requests and commitments;
Assist with account openings, transfers, contributions, withdrawals, and registered account administration while ensuring documentation and compliance requirements are completed accurately;
Support Advisors with portfolio reporting, account reviews, and investment administration activities;
Coordinate the collection of information required for financial planning activities and liaise with clients and external professionals, including accountants, lawyers, and insurance specialists;
Coordinate Advisor schedules, client review cycles, and service commitments while managing competing priorities in a fast-paced environment;
Support process improvement initiatives and maintain procedures, templates, and documentation to promote operational efficiency and consistency; and
Take ownership of special projects and other client service or operational initiatives as required.

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?

Understanding of investment accounts, registered plans, investment products, and wealth management concepts, or a strong interest in developing expertise in these areas;
Experience delivering high-quality client service, preferably within financial services, wealth management, banking, or a professional services environment;
Strong written and verbal communication skills, with the professionalism and confidence to interact with clients, Advisors, and external professionals;
Demonstrated ability to handle confidential and sensitive information with discretion and sound judgment;
Exceptional organizational, prioritization, and problem-solving skills, with the ability to manage multiple priorities in a fast-paced environment;
Meticulous attention to detail and commitment to accuracy;
Strong technology skills, including Microsoft Office and CRM systems; Salesforce experience is considered an asset; and
Proactive, collaborative, and self-motivated, with a willingness to learn, take ownership of responsibilities, and contribute to a positive client and team experience.

Education and Experience

Minimum 2 year of administrative experience in the financial services industry; and
Post-secondary education, preferably in finance or a related discipline.

Licenses and Certifications

CIRO licensed is an asset, or willingness to obtain within 6 months.

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.

Apply About employer

More about this job

Responsibilities

The Client Service Assistant will deliver a high-touch experience by managing client inquiries, onboarding, and communications while supporting advisors with portfolio reporting and financial planning documentation. They are also responsible for maintaining accurate CRM records and ensuring all account administration and compliance requirements are met with precision.

Requirements

Candidates must have at least two years of administrative experience in the financial services industry and possess post-secondary education in a related discipline. Strong organizational skills, proficiency in CRM systems, and a professional demeanor are essential for managing high-net-worth client relationships.

Skills

Client service
Wealth management
Financial planning
Salesforce
CRM
Account administration
Portfolio reporting
Communication
Organizational skills
Problem-solving
Attention to detail
Investment products
Registered plans
Compliance

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

Wealth management
Financial services
Client service
Salesforce
CRM
Investment accounts
Registered plans
Portfolio reporting
Financial planning
Compliance
Account administration
High-net-worth
Family office
Tax strategies
Generational wealth transfer
CIRO
Administrative support
Investment products

Report this job