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Added 2 mins ago
P
Executive Administrative Assistant
Popular
St. Thomas, ON
- Full-time
The Executive Administrative Assistant provides high-level administrative and operational support to the Division Manager and VI Region Division. This position plays a key role in…
Added 1 hour ago
AH
Therapy Assistant
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Part-time
As a Therapy Assistant, you will work both individually and as part of an interprofessional team under the assignment, monitoring and evaluation of an audiologist, occupational therapist,…
Added 1 hour 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 2 hours ago
RJ
Financial Advisor Assistant
Raymond James
Calgary, AB
- Full-time
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…
Added 3 hours ago
MH
Occupational Therapy Assistant - Panorama
Monarch House
Panorama, BC
- Part-time
As an Occupational Therapy Assistant (OTA) at Monarch House your primary responsibility is implementing interventions for children and youth with autism spectrum disorder or other…
Added 6 hours ago
NC
Program Assistant – Moose Factory (26-35)
Northern College of Applied Arts and Technology
ON · Moose Factory, ON
- Full-time
Reporting to the Manager, Employment Services and Academic Upgrading, the Program Assistant will be responsible for providing reception services for the Access Centre. In addition, they…
Added 6 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
Saint-Jean-sur-Richelieu, 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 8 hours ago
FN
Social Recreation Support Worker
First Nations University of Canada
Yorkton, SK
- Part-time
Facilitate Drop-In Centre programming, as scheduled and engage with individuals accessing services
Added 9 hours ago
F
Chief Revenue Officer (CRO) & Co-founder - AI for Small Law Firms
FutureSight
Canada
- Full-time
…constraints: missed calls, slow follow-up, intake handled between client matters, inconsistent marketing, and administrative work competing with billable time. Building larger intake,…
Added 9 hours ago
NS
Assistant Manager - Continuing Care Nursing
Nova Scotia Health Authority
Port Hawkesbury, NS
- Full-time
Reporting to the Home Care Nursing Services Manager, the Assistant Manager supports the work of the manager and the Continuing Care Nursing program. Key responsibilities include leadership,…
Added 9 hours ago
NS
Occupational Therapist - Rehabilitation Services
Nova Scotia Health Authority
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
…Occupational Therapist (OT) works in collaboration with the client, caregivers and family to facilitate, restore and/or maintain the patient/clients optimal level of function in the areas…
Added 9 hours ago
CI
Case Worker- Immigration Admin Assistant
Canrise Immigration
Surrey, BC
- Full-time
Company Description Canrise Immigration is a legal services company based in Surrey, British Columbia, Canada, located at 8028 128 St. The organization focuses on providing…
Added 10 hours ago
W
Legal Assistant
W3Global
Vernon, BC
- $55,000 to $70,000 CAD / year
- Full-time
Our client is seeking an experienced, detail-oriented Legal Assistant to support its lawyers and paralegals across various areas of legal practice. The successful candidate will be…
Added 10 hours ago
IH
Administrative Services Assistant | Community Services
Interior Health Authority
Chase, BC
- Full-time
As an Administrative Services Assistant, you will play a key role in supporting the daily operations. Your responsibilities will include front-line reception, data entry, scheduling client…
Added 10 hours ago
IH
Administrative Assistant | P3 Contract Management
Interior Health Authority
Kelowna, BC
- Contract
Interior Health is hiring a permanent full-time Administrative Assistant to provide confidential administrative support functions of the P3 Contract Management team located at the Community…
Added 10 hours ago
IH
Administrative Assistant | Business Solutions and Data & Analytics
Interior Health Authority
Kelowna, BC
- Full-time
Interior Health is hiring a permanent full-time Administrative Assistant II to provide confidential administrative support functions to the Business Solutions and Data & Analytics team…
Added 10 hours ago
SASC Support Worker
AMS of UBC
Vancouver, BC
…operating since 2002. SASC has been committed to providing support services to people of all genders and identities who have been impacted by sexualized violence, including their support…
Added 10 hours ago
IP
Licensed Senior Administrative Assistant
iA Private Wealth
White Rock, BC
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We're hiring a Licensed Senior Administrative Assistant to keep a busy private wealth practice running smoothly. You'll be the first point of contact for our clients and the person who…
Added 10 hours ago
RB
Mortgage Specialist Assistant
Royal Bank of Canada
AB · EDMONTON, Alberta
- Full-time
As a Mortgage Specialist assistant you will support a top producing Mortgage Specialist in meeting sales objectives and related activities by providing value added administrative service…
Added 11 hours ago
2L
Executive Assistant
247 Labs
Toronto, ON
- Full-time
Prepare invoices and monitor client billing activities Follow up on overdue invoices and outstanding payments professionally. Manage software subscriptions, hosting accounts, domains,…
Added 11 hours ago
RJ
Legal Assistant
Raymond James Ltd.
Vancouver, BC
- Full-time
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…
Added 12 hours ago
EC
Training & Events Coordinator
ECO Canada
Calgary, AB
- Full-time
As a key member of the Learning and Events team, the Training and Events Assistant will support the planning, coordination, and execution of various training programs and events organized…
Added 12 hours ago
CI
Banquet Assistant Manager
Canad Inns
Winnipeg, MB
- Full-time
Reporting directly to the Banquet Manager and General Manager, the Assistant Banquet Manager plays a key role in the planning, coordination, and execution of a wide range of events,…
Added 12 hours ago
K
Partner Administrative Assistant - Audit
KPMG
Vancouver, BC
- Full-time
The Client Administration function is a vital part of the firm’s Business Enablement Services and is focused on achieving client service excellence by delivering timely, high quality…
Added 12 hours ago
BC
Assistant Director of Food and Beverage
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Banff, AB · AB- Banff, Alberta
- Full-time
The Assistant Director of Food & Beverage is responsible and accountable for supporting the strategic planning, coordination, and execution of all Dining and Banquet Services within Banff…

Raymond James

Financial Advisor Assistant

Calgary, AB, Canada

Full-time

Apply About employer

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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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