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Added 30 mins ago
SD
Pharmacy Assistant, Hourly Part Time Day
Shoppers Drug Mart
Edmonton, AB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 30 mins ago
SD
Pharmacy Assistant, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Edmonton, AB
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Calgary, AB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Calgary, AB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
SD
Education Assistant/Lunch Period Monitor/School Meals - Replacement Step #2
School District 60
Fort St. John, BC
- Full-time
CERTIFIED EDUCATION ASSISTANT/LUNCH PERIOD MONITOR/SCHOOL MEALS - REPLACEMENT STEP #2
Added 2 hours ago
WC
Education Assistant (High Needs) – Supply List
Waterloo Catholic District School Board
Kitchener, ON
- Internship
What You'll Do: As an Educational Assistant, you will work under the direction of School Administrators, Classroom Educators, and Student Services Professionals to support student learning,…
Added 3 hours ago
JM
FAMILY LAW LEGAL ASSISTANT/CLERK
Johnson Miller Family Lawyers
Windsor, ON
- Full-time
…to clarity and results. Our firm is deeply connected to the community we serve and has helped thousands of individuals and families navigate and protect their legal…
Added 3 hours ago
CO
Administrative Assistant 3 - Records
City of Saint John
Saint John, NB
- Full-time
Under the general supervision of the Information Services Coordinator, this permanent position is responsible for submissions of reports to Statistics Canada and the provision of condensed…
Added 3 hours ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Winnipeg, MB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 3 hours ago
SD
Pharmacy Assistant, Hourly Part Time Day
Shoppers Drug Mart
Corunna, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 4 hours ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 5 hours ago
MD
Director of Training and Prevention / Dir Child & Family Services
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…functions, representing and advancing the priorities of the Assistant Commissioner through cross-division coordination, policy development, and executive-level issue resolution. The…
Added 7 hours ago
BC
Communication Assistant
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Manager, Communications and Public Affairs, the Communications Assistant plays a key role in executing on a number of communications tactics for both sites of the Brant…
Added 7 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Terrebonne, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 7 hours ago
CH
Rehabilitation Assistant (OTA/PTA) - Chatham-Kent
CBI Home Health
Chatham-Kent, ON
- Part-time
CBI Home Health supports people at home and in the community. We are one of Canada’s leading specialized community services, home and integrated care providers, operating in more than 800…
Added 9 hours ago
UO
Department Secretary
University of Victoria
Victoria, BC
- Full-time
The Department Secretary provides senior level administrative support to the Ceremonies and Events Office and holds responsibility for its smooth operation. This position acts as a central…
Added 11 hours ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Brockville, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 11 hours ago
SD
Pharmacy Assistant, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Ottawa, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 11 hours ago
SD
Pharmacy Assistant, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Cranbrook, BC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 11 hours ago
RM
Caretaker Supervisor - Administrative Assistant 3 (AESES)
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Winnipeg, MB
- Full-time
…interpersonal skills to work effectively with staff, the University community at large and visitors to the campus.is…
Added 11 hours ago
D
Administrative Assistant - Westmount Dental Centre
dentalcorp
AB · Westmount Dental Centre
- Full-time
Total rewards package that offers discounts on many services and activities including an exclusive corporate gym membership program; reduced rates on home and auto insurance; unlimited…
Added 12 hours ago
AH
Administrative Support III
Alberta Health Services
Calgary, AB · Greater Calgary Metropolitan Area
- Part-time
…acute care hospital offering both inpatient and outpatient services with over 600 inpatient beds, including Medical, Surgical, Pediatrics, Women’s Health and Critical Care. The PLC is often…
Added 12 hours ago
SD
Pharmacy Assistant, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Cambridge, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 12 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Quebec, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 13 hours ago
Pharmacy Assistant II
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Dartmouth, NS
Embark on a rewarding career with Sobeys Inc., celebrated among Canada’s Top 100 employers, where your talents contribute to our commitment to excellence and community impact.

Raymond James

Financial Advisor Assistant

Calgary, AB, Canada

Full-time

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Job details

Job type: Full-time
Experience: Minimum 3 years investment industry experience;
Posting language: English
Posted: Oct 31, 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.

Financial Advisor Assistant

How does the role impact the organization?

This role will support a team of 3 investment advisors. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Drawing on previous experience as a Licensed Assistant in a financial services firm, you will be responsible for processing and following up on security transactions and transfers, handling incoming and outgoing phone calls with clients, responding to requests for information, and providing outstanding service to the Financial Advisors and clients. You will also be involved in preparing correspondence and reports, servicing clients’ general day-to-day requests, and other general office duties. This position will assist a team whose focus is on excellence in client service.

What will your role be responsible for?

Proactive problem solving;
Support clients’ general day-to-day administrative and trade requests in a timely and confidential manner;
Handle incoming and outgoing phone calls with clients and respond to requests for information;
Schedule appointments, prepare for meetings, and follow-up;
Be responsible for and support the team with paperwork, manage head office correspondence, and handle the account opening process for new clients;
Process and follow up on security transactions and transfers, including trade instructions;
Enter trades for Financial Advisors and clients as requested;
Be responsible for all cash management within the team practice, including incoming and outgoing funds, purchases and redemptions of cash equivalents;
Act as team lead during tax reporting season, liaising with tax professionals & clients to provide details, slips and updates as required;
Assist with all marketing initiatives including social media (twitter, LinkedIn), and website content;
Support the Financial Advisor(s) in growth of the overall business;
Maintain files and other general office duties;
Prepare client presentations with guidance from the financial advisor assistants;
Generate and identify leads from online resources and qualify leads via cold calling;
Set up meetings with meaningful prospects;
Conduct research on market intelligence;
Assist on strategizing and administrating email campaigns; Assist with marketing events, seminars, client meetings etc.;
Track and follow-up on opportunities;
Work within LinkedIn and Salesforce; and
Grow and take courses as required for regulatory purposes.

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?

To qualify for this opportunity you possess:

Minimum 3 years investment industry experience;
Post-secondary education;
Excellent proficiency with MS Office particularly Word, Excel and Outlook;
Experience with Dataphile, Croesus and Thomson Reuters is an asset;
Excellent verbal and written communication skills;
Ability to work in a team environment and demonstrate a professional and friendly manner
Superior customer service skills;
Meticulous attention to detail;
Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide necessary follow up;
Strong organizational skills;
Superior problem solving skills;
CIRO IR Licensed required;
The ability to work within deadlines in a high-volume, pressure-oriented environment; and
Ability to effectively handle confidential information.

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 Financial Advisor Assistant supports a team of investment advisors by processing security transactions, managing client communications, and handling day-to-day administrative requests. The role also involves assisting with marketing initiatives, lead generation, and maintaining office records to ensure high-quality service.

Requirements

Candidates must have a minimum of 3 years of experience in the investment industry and possess post-secondary education. A CIRO IR license is required, along with proficiency in MS Office and strong organizational and communication skills.

Skills

Investment industry knowledge
Client service
Trade processing
Security transactions
Administrative support
Problem solving
Communication skills
MS Office
Dataphile
Croesus
Thomson Reuters
Salesforce
Marketing
Lead generation
Cold calling
Regulatory 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

Investment industry
Wealth management
CIRO IR license
Trade instructions
Cash management
Tax reporting
Social media
LinkedIn
Salesforce
Cold calling
Market intelligence
Email campaigns
Client presentations
Dataphile
Croesus
Thomson Reuters
MS Office
Administrative duties
Regulatory purposes
Lead generation

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