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Added 1 hour ago
D
Senior Advisor, Operational risks
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior operational risk advisor, you help prevent, analyze and develop guidelines for suspicious and fraudulent transactions. You also assist with compliance, internal controls, crisis…
Added 1 hour ago
CH
Advisor
Covenant Health Canada
AB · Edmonton, AB
- Full-time
Reporting to the Manager, Medical Workforce, the Advisor plays an important role in physician workforce planning and recruitment across Covenant Health. Working closely with medical and…
Added 1 hour ago
Sales Advisor
Reliance Home Comfort
Sarnia, ON
By joining Reliance as a Sales Advisor, you’ll become an important team member and will be provided with the tools you need to succeed. We have ambitious growth plans and are looking for…
Added 2 hours ago
HT
VP, Accounting & Controllership (Husky)
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Bolton, ON
- Full-time
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Car Parts Advisor - Toyota
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Added 3 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 3 hours ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 3 hours ago
NB
Wealth Associate
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Laval, QC
- Full-time
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Added 4 hours ago
C
Bilingual Senior HR Business Partner – Corporate Groups
CBC/Radio-Canada
Ottawa, ON
- Full-time
…operational and people strategies. You will serve as a trusted advisor, proactively addressing key business challenges, guiding organizational change, managing labour relations, and…
Added 4 hours ago
CL
Client Service Associate, Insurance and Investments
Canada Life
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- Full-time
Schedule and manage Advisor/Client Appointments and events, participating and documenting key information where required.
Added 4 hours ago
C
Bilingual Senior HR Business Partner – Corporate Groups
CBC/Radio-Canada
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
…operational and people strategies. You will serve as a trusted advisor, proactively addressing key business challenges, guiding organizational change, managing labour relations, and…
Added 4 hours ago
M
Tax Operations Representative
Manulife
Waterloo, ON · Montreal, QC · Halifax, NS
- Full-time
Reporting to the Manager of Tax Operations, the incumbent of the position is primarily responsible for handling advisor and customer interactions - including both outbound calls and…
Added 5 hours ago
Senior Member Experience Advisor (MAC)
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The Senior Member Experience Advisor (MAC) delivers exceptional service and advice to a diverse range of members across all divisions. This role focuses on providing proactive, holistic…
Added 5 hours ago
RJ
Financial Advisor Assistant
Raymond James
Calgary, AB
- Full-time
…services to Canadians seeking customized solutions to their wealth management…
Added 8 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Accelerating the monthly and quarterly close process while improving the quality, accessibility, and reliability of financial information.
Added 8 hours ago
UO
Research Assistant, Clinical Neurosciences
University of Calgary
Calgary, AB
- Part-time
This position involves research work in the Headache research program (CHAMP: Calgary Headache Assessment and Management Program).
Added 8 hours ago
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Service Advisor
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Abbotsford, BC
- Full-time
At Abbotsford Mazda, we support technicians, customers, and the entire dealership operation. As a Service Advisor, you’ll play a key role in ensuring a smooth workflow, exceptional service,…
Added 8 hours ago
NC
Professor, Electrical (26-44)
Northern College of Applied Arts and Technology
Timmins, ON
- Full-time
…Professor, Electrical will be expected to act as an academic advisor to students in the program, participate as a leader and effective team member working in groups at the college, create a…
Added 8 hours ago
DB
Part Time Bridal Sales
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…iPad tools to research and enthusiastically communicate this information to the…
Added 9 hours ago
TO
Manager, HIS & Clinical Solutions
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- Full-time
The Information Services Mission: "We will deliver services that allow our clinicians to provide best practice healthcare and allow our administrators to support hospital operations. As…
Added 11 hours ago
OT
Consultant
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Richmond Hill, ON
- Other
OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will…
Added 11 hours ago
M
Cloud and AI Partner Solution Specialist
Microsoft
Goodwood, ON
- Full-time
…partner portfolio. Your role will involve acting as a trusted advisor and business leader, developing the business strategy between Microsoft and your partners. You will also enhance your…
Added 11 hours ago
U
Principal Sales Performance Coach
UKG
Remote, Canada
- Full-time
- Remote
As a Principal Sales Performance Coach at UKG, you will serve as a trusted advisor and strategic partner to sales leaders, managers, and sellers, helping elevate sales execution and improve…
Added 12 hours ago
PC
Resourcing and Deployment Manager, Deals
PwC Canada
Toronto, ON
- Full-time
Gather information on staff career goals, strengths, and areas of opportunities to effectively match the right staff with the right client engagements
Added 12 hours ago
RO
Advisor, Water and Wastewater Strategic Infrastructure Planning
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Raymond James

Financial Advisor Assistant

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

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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