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Added 1 min ago
HI
Auto Insurance Advisor
HUB International
Winnipeg, MB
- Part-time
Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.
Added 1 min ago
HI
Executive Underwriter (CL)
HUB International
Vancouver, BC
- Full-time
Develop and support professional business partnerships with brokers by providing prompt service, presenting quotations, negotiating coverage within delegated authority parameters, and…
Added 1 min ago
R
Technologies numériques - Opérations manufacturières : Analyste des systèmes MES / Digital Technologies - Manufacturing Operations: MES Systems Analyst
RTX
Longueuil, QC
- Full-time
Added 1 min ago
Automated Welding Specialist
BWXT
Cambridge, ON
…fosters growth and collaboration. Whether you’re an experienced professional or just starting your career, you'll find opportunities to challenge yourself, learn from seasoned experts, and…
Added 1 min ago
Technical Services Manager (Laser Technology Specialist)
BWXT
Kitchener, ON
…fosters growth and collaboration. Whether you’re an experienced professional or just starting your career, you'll find opportunities to challenge yourself, learn from seasoned experts, and…
Added 1 min ago
Care Coordinator (Intensive Planning Support Coordinator) (Designated)
The Government of Nova Scotia
Sydney, NS
Proven ability to establish and maintain trusting relationships with individuals, families, support networks, and professional partners.
Added 1 min ago
RM
Analyst Technology
Regional Municipality of Peel
Brampton, ON
- Other
What You Will Do:As a key member of the Technology Service Centre team, you will provide expert technical support to resolve hardware, software, network, and voice-related issues.
Added 1 min ago
Accounts Receivable Representative
Cintas
Boucherville, QC
Ability to use confidential information in a professional manner to achieve collections targets/goals
Added 5 mins ago
Power Engineer
Public Service Delivery
Selkirk, MB
…maintenance of a Second Class Power House and related mechanical systems, including equipment and all related systems for the supply of heating, cooling and electrical power to the Selkirk…
Added 5 mins ago
Director, Workforce Development
Department of Education and Early Childhood Learning
Winnipeg, MB
…fill similar Director type positions, including those at the Professional Office (P10)…
Added 14 mins ago
GC
Department Manager - Gift & Home Décor – Saanich
GARDENWORKS Canada
Saanich, BC
- Full-time
Analyze sales trends and inventory levels to support merchandising and replenishment decisions.
Added 16 mins ago
YO
Team Leader Housing - 24 Hours
YMCA of Greater Toronto
Toronto, ON
- Full-time
Knowledge of transitional, shelter, and other housing systems in Toronto, and the ability to assist youth transitioning into adulthood through developmentally appropriate support.
Added 16 mins ago
SL
Analyst - IT Helpdesk
Sioux Lookout First Nations Health Authority
Sioux Lookout, ON
- Full-time
Minimum 3-5 years experience in IT/Help Desk Support
Added 16 mins ago
MC
Financial Services Representative - Full Time
Meridian Credit Union
Burlington, ON
- $50,000 to $53,000 CAD / year
- Full-time
Our Retail teams work alongside our partners in Wealth, Small Business, and Mobile Mortgage Specialists to support our Members' holistic financial growth.
Added 16 mins ago
Field Service Technician (Production) - Toronto, ON
Xerox
Mississauga, ON · Toronto, ON
We're an industry leader that's rapidly growing our Technical Services division and have an immediate need for professional Production Service Technicians to delight our customers.
Added 16 mins ago
T
Executive Operations Lead
TextLayer
Remote, Canada
- $100,000 to $150,000 CAD / year
- Full-time
- Remote
TextLayer helps enterprises and funded startups deploy advanced AI systems. We work with organizations across fintech, healthtech, and other sectors to bridge the gap between AI potential…
Added 16 mins ago
AG
Electrical & Controls Project Engineer
Artemis Gold - Blackwater Project
Vancouver, BC
- Other
…expertise in the design of low and high voltage electrical power systems, and instrumentation and controls engineering. In addition to a specialist electrical and controls engineering…
Added 16 mins ago
SG
Food Service Manager
S&R Group of Companies
Sarnia, ON
- Full-time
The ideal candidate is a passionate food service professional with strong culinary and leadership skills who is committed to delivering high-quality, nutritious and appealing meals,…
Added 16 mins ago
JH
Building Code & Fire Protection Engineer (P.Eng) (GHL Consultants, a part of J.S. Held)
J.S. Held LLC
Calgary, AB
- Full-time
We are seeking an experienced and motivated Professional Engineer (P.Eng.) to join our Calgary office. The successful candidate will play a key role in delivering building code and fire and…
Added 30 mins ago
B
Purchasing & Inventory Administrator – Head Office
Buckerfield's
Duncan, BC
- Full-time
Act as the primary front-desk reception and administrative support by managing telephone calls, visitors, communications, records, meetings, mail and office supplies to ensure a…
Added 30 mins ago
AT
Shunt Driver - Class 1 (Manual Transmission Required)
Armour Transportation Systems
Moncton, NB
- Full-time
We are currently seeking a dependable and professional Shunt Driver (Class 1) to join our team for day shift terminal operations. This role is ideal for individuals who enjoy a structured…
Added 30 mins ago
BC
Excavator Operator
BRUSH careers
NS · Inverness, NS
- Full-time
Developing our people is important to us - we support and encourage development by offering ongoing professional development and training.
Added 30 mins ago
PT
310T Technician
Platinum Trailers
St. Marys, ON
- $36 to $48 CAD / hour
- Full-time
…And you’ll do it in a shop that treats you like the skilled professional you…
Added 30 mins ago
CI
Nurse Practitioner (NP)
Calian IT & Cyber Solutions
Ottawa, ON
- Contract
Professional Growth: We invest in our people. You will have opportunities to expand your knowledge in healthcare systems, and pharmaceutical support services. You will also have access to…
Added 30 mins ago
E-
Human Resources and Labour Relations Business Partner
EORLA - Eastern Ontario Regional Laboratory Association
Ottawa, ON
- Full-time
…of the Human Resources team, you will design, implement, and support innovative people solutions across a broad range of HR and labour relations functions, including performance management,…

Raymond James

Client Service Assistant

Vancouver, BC, Canada

Full-time

Apply About employer

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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.

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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

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