Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added 44 mins ago
BV
ASSISTANT MANAGER
Bikini Village
Saint-Joseph-du-Lac, QC
- Full-time
Respect and apply the policies and procedures of the various head office departments (don’t worry, we’ll explain everything to you!);
Added 44 mins ago
BV
JUNIOR ASSISTANT MANAGER
Bikini Village
Saint-Joseph-du-Lac, QC
- Full-time
Respect and apply the policies and procedures of the various head office departments (we’ll explain everything to you!);
Added 44 mins ago
A
Human Resources Business Partner - ACX Head Office
AutoCanada
ON · Ontario County, ON
- $85,000 to $105,000 CAD / year
- Other
Location: ACX Head Office - Eastern or Western Canada
Added 2 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Kamloops, BC
- Part-time
…beautiful Southern Interior Region. Reporting to the Department Head of Medical Oncology at BC Cancer – Kelowna, the GPO will be part of a well-established team of Medical Oncologists and…
Added 7 hours ago
Country Medical Head
UCB
Oakville, ON
We are looking for a Country Medical Head who is strategic, collaborative, and scientifically driven to join us in our Medical Affairs team, this hybrid position based in our Oakville, ON…
Added 8 hours ago
LH
Clinic Director
Lifemark Health Group
Trenton, ON
- $80,622 to $118,246 CAD / year
- Full-time
Collaborate with national head office teams to ensure alignment, consistency, and shared best practices.
Added 8 hours ago
LH
Clinic Director
Lifemark Health Group
Prince Edward, ON
- $80,622 to $118,246 CAD / year
- Full-time
Collaborate with national head office teams to ensure alignment, consistency, and shared best practices.
Added 9 hours ago
L
Laboratory Assistant – Bioprocess Trainee – Bioprocess Development Group, Lallemand Inc.
Lallemand
Montreal, QC
- Full-time
Our corporate branch's head office is located in Montreal, Canada, and relies on a team that specializes in: Management; Finance and accounting; Engineering; Research and Development (R&D);…
Added 9 hours ago
L
US Payroll Administrator (12-16 Month Contract)
Lallemand
Montreal, QC
- Contract
Our corporate branch's head office is located in Montreal, Canada, and relies on a team that specializes in: Management; Finance and accounting; Engineering; Research and Development (R&D);…
Added 9 hours ago
LV
ACTING MANAGER-EN
La Vie En Rose
Ottawa, ON
- Full-time
Collaborate with the head office on various projects and requests;
Added 9 hours ago
U
Country Medical Head
UCB
Oakville, ON
- Full-time
We are looking for a Country Medical Head who is strategic, collaborative, and scientifically driven to join us in our Medical Affairs team, this hybrid position based in our Oakville, ON…
Added 9 hours ago
LV
ASSISTANT MANAGER-EN
La Vie En Rose
Sept-Îles, QC
- Full-time
Respect and apply the policies and procedures of the various head office departments (don’t worry, we’ll explain everything to you!);
Added 10 hours ago
LV
MANAGER-EN
La Vie En Rose
Brossard, QC
- Full-time
Collaborate with the head office on various projects and requests;
Added 10 hours ago
LM
Dermatologist
Lacroix Médecine Privée
Quebec, QC
- Full-time
Experts in human resources, medical recruitment, information technology, legal affairs, marketing, finance, and customer service
Added 10 hours ago
LV
ASSISTANT MANAGER-EN
La Vie En Rose
Saint-Sauveur-des-Monts, QC
- Full-time
Respect and apply the policies and procedures of the various head office departments (don’t worry, we’ll explain everything to you!);
Added 10 hours ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Saint-Sauveur-des-Monts, QC
- Full-time
Respect and apply the policies and procedures of the various head office departments (we’ll explain everything to you!);
Added 10 hours ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Saint-Lambert, QC · St-Lambert, QC
- Full-time
Respect and apply the policies and procedures of the various head office departments (we’ll explain everything to you!);
Added 10 hours ago
LV
ASSISTANT MANAGER-EN
La Vie En Rose
Repentigny, QC
- Full-time
Respect and apply the policies and procedures of the various head office departments (don’t worry, we’ll explain everything to you!);
Added 10 hours ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Repentigny, QC
- Full-time
Respect and apply the policies and procedures of the various head office departments (we’ll explain everything to you!);
Added 10 hours ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Ottawa, ON · Nepean, ON
- Full-time
Respect and apply the policies and procedures of the various head office departments (we’ll explain everything to you!);
Added 10 hours ago
GG
Golf Course Accountant - Lora Bay
Great Gulf
The Blue Mountains, ON
- Full-time
Submit vendor/supplier invoices to the appropriate Department Head for approval and coding.
Added 11 hours ago
M
Global Head of Corporate Finance, General Account
Manulife
Toronto, ON
- Full-time
The Head of Corporate Finance is a senior investment leadership role accountable for leading Manulife’s global investment-grade corporate lending activities for the General Account. The…
Added 11 hours ago
ASSISTANT MANAGER
Boutique La Vie En Rose
Sept-Îles, QC
Respect and apply the policies and procedures of the various head office departments (don’t worry, we’ll explain everything to you!);
Added 11 hours ago
ASSISTANT MANAGER
Boutique La Vie En Rose
Saint-Sauveur, QC
Respect and apply the policies and procedures of the various head office departments (don’t worry, we’ll explain everything to you!);
Added 11 hours ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Saint-Sauveur, QC
Respect and apply the policies and procedures of the various head office departments (we’ll explain everything to you!);

Raymond James

Financial Advisor Assistant

Calgary, AB, Canada

Full-time

Apply on raymondjames.taleo.net 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 on raymondjames.taleo.net 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

Report this job

Work requirements

Jobs in Canada