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Added 5 hours ago
A
Senior Product Manager
Aviso
Toronto, ON
- $120,000 to $135,000 CAD / year
- Full-time
…future of investing for Canadians through a best-in-class wealth advisor…
Added 14 hours ago
CA
Account Executive - Emerging & Commercial Acc
CloudKettle, a Bell Canada company
Toronto, ON
- Full-time
…commercial accounts with a primary focus on serving as a trusted advisor to key stakeholders, unlocking new project revenue within existing accounts, and building a growing book of business…
Added 1 day ago
HR
Beauty Advisor - Aesop
Holt Renfrew
Toronto, ON
- Part-time
The Beauty Advisor is responsible for developing deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. Beauty Advisor compensation is…
Added 1 day ago
RJ
Financial Advisor Assistant
Raymond James
Calgary, AB
- Full-time
Assist with all marketing initiatives including social media (twitter, LinkedIn), and website content;
Added 1 day ago
Account Executive, Commercial Insurance
Talent Acquisition Team at Westland Insurance. Text reply only.
Sudbury, ON · Sault Ste. Marie, ON
…maintaining and growing a book of business and acting as an advisor to foster valued relationships with our commercial clients. Are you a results-driven person who also loves providing…
Added 1 day ago
Senior Strategist, Enterprise
BrainStation
Toronto, ON
…leaders as well as the executives who run their AI, Product, Marketing, Design, and Data teams. The role operates on two fronts. First, you will help these enterprises build durable,…
Added 1 day ago
Manager, Enterprise
BrainStation
Toronto, ON
…leaders as well as the executives who run their AI, Product, Marketing, Design, and Data teams. The role operates on two fronts. First, you will help these enterprises build durable,…
Added 1 day ago
S
Channel Executive
Sage
Toronto, ON
- Full-time
…Sage resources, including pre-sales, professional services, marketing, customer success, and product teams, to maximize partner performance and customer outcomes. Success in this role…
Added 1 day 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 1 day 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 1 day ago
CI
Client Transaction Specialist
Colliers International
Toronto, ON
- Full-time
Facilitate the production and maintenance of premium marketing materials for platinum landlord clients, including property brochures, listings, email campaigns, maps, and digital…
Added 1 day ago
F
Director, Measurement & Analytics
Flywheel
Toronto, ON
- Full-time
Build and maintain strong relationships with client stakeholders, acting as a trusted advisor on commerce and analytics strategies
Added 1 day ago
OM
Associate Director, Search
Omnicom Media
Toronto, ON
- Full-time
Act as a trusted advisor on paid search and activation strategy
Added 1 day ago
D
Product Owner, Product management
Desjardins
Montréal-Ouest, QC
- Full-time
…experts in a variety of fields. You will serve as a specialized advisor and subject matter expert in your field, and act as a contact and coach for decision makers. More specifically, you…
Added 1 day ago
E
Sr Advisor IT Systems
Enbridge
Calgary, AB
- Full-time
…excellence, innovation, and sustainable growth. We are seeking a Sr Advisor IT Systems who will be a key member of the Enterprise Marketing & Risk Management (MRM) team. In this role you…
Added 1 day ago
U
Principal Sales Performance Coach
UKG
Canada
- Full-time
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 1 day ago
UO
Events and Communications Assistant, Snyder Institute for Chronic Diseases
University of Calgary
Calgary, AB
- Full-time
This position is part of the AUPE bargaining unit, and falls under the Specialist/Advisor Job Family, Phase 1.
Added 1 day ago
SW
ScotiaMcLeod Investment Associate - Toronto
Scotia Wealth Management
Toronto, ON
- Full-time
Work with the Advisor to develop and distribute client communication and marketing pieces
Added 1 day ago
Insurance Associate
Odlum Brown
Vancouver, BC
…support ongoing policy service. You will also lead insurance marketing initiatives, working closely with Estate and Insurance Planners, Investment Advisors, Portfolio Managers, clients and…
Added 1 day ago
PM
Coordinator, Sales Initiatives & Development
Picton Mahoney Asset Management
Toronto, ON
- Contract
…leadership and cross-functional partners, including HR, Compliance, Marketing, Finance and Technology, the Coordinator translates priorities into action by managing workflows, tracking…
Added 1 day ago
SP
Customer Success Manager - Core Clouds
Salesforce Partner Canada
Toronto, ON
- Full-time
…functions as an extension of the customer’s workforce and a trusted advisor, identifying and addressing both technical and business concerns and aligning them strategically with customer…
Added 1 day ago
MR
Assistant Professor of Finance (Limited-Term)
Mount Royal University
Calgary, AB
- Part-time
…Finance, International Business, Supply Chain Management, and Marketing. Aviation is also part of the Bissett School of Business. The Aviation programs include a Bachelor of Aviation…
Added 1 day ago
NS
Customer Account Executive II (Hybrid)
Nitro Software
Toronto, ON
- Full-time
Develop strong understanding of customers and serve as a trusted advisor
Added 1 day ago
B
Director, FP&A (Revenue)
Benevity
Remote, Canada
- Full-time
- Remote
Own the revenue plan: set bookings, ARR and revenue targets and translate them into quotas and territory or segment capacity in partnership with Sales, Client Success and Marketing
Added 1 day ago
B
Director, FP&A (Revenue)
Benevity
Remote, Canada
- $156,800 to $206,750 CAD / year
- Full-time
- Remote
Own the revenue plan: set bookings, ARR and revenue targets and translate them into quotas and territory or segment capacity in partnership with Sales, Client Success and Marketing

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.

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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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