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Added 12 mins ago
DS
Manager, Maintenance & Renewal Services
Delta School District 37, British Columbia
Delta, BC
- Full-time
Lead the development, prioritization, and submission of the District's Annual Facilities Grant (AFG) and other facility renewal programs.
Added 42 mins ago
SD
Front Store Manager, Salaried Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Ottawa, ON
- Full-time
…great place to work. We’re committed to building our talented team who champion collaboration, kindness and inclusivity. Join our team, and help recognize a healthy future for your career…
Added 1 hour ago
CO
Director, Health, Safety, & Organizational Resilience
City of Saint John
Saint John, NB
- Full-time
Lead and develop a high-performing team of safety professionals, building organizational capability, professional expertise, leadership capacity, and a culture of accountability and…
Added 1 hour ago
WC
(CAN) Stocking 3 Team Lead
Walmart Canada
Grande Prairie, AB
- Full-time
Assists in providing direction and the co-ordination of task completion as per communicated priorities from the General Merchandise Coach and the Store Management Team.
Added 1 hour ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Accommodations for persons with disabilities required during the recruitment process are available upon request by notifying Human Resources at (705) 434-3377 ext 3354.
Added 1 hour ago
WC
(CAN) Leader d'équipe, mode
Walmart Canada
Saint-Constant, QC · St Constant, QC
- Full-time
…communicated priorities from the Coach and the Store Management Team. Delegate, assist and follow-up on completion of daily Customer Availability process…
Added 1 hour ago
WC
(CAN) Chef d’équipe Stocking 3
Walmart Canada
Sorel-Tracy, QC
- Full-time
Assists in providing direction and the co-ordination of task completion as per communicated priorities from the General Merchandise Coach and the Store Management Team.
Added 1 hour ago
EC
Technical Services Representative, Rogers Centre Ottawa (Union) - Full Time
Encore Canada
Ottawa, ON
- Full-time
As required, act as Lead TSR which consists of coordinating a team of TSR and freelancers and act as the on-site resources for the client and operations department.
Added 1 hour ago
WC
Fashion Team Lead
Walmart Canada
Oakville, ON
- Full-time
…communicated priorities from the Coach and the Store Management Team. Delegate, assist and follow-up on completion of daily Customer Availability process…
Added 2 hours ago
FL
Talent Acquisition & HR Manager
Falco Logistics
Toronto, ON · North York, ON
- Full-time
With a team of approximately 25 employees today and plans to more than double in size, the company is entering an important stage of growth and is looking for an experienced Talent…
Added 2 hours ago
SD
Front Store Manager, Salaried Full Time Day
Shoppers Drug Mart
Regina, SK
- Full-time
…great place to work. We’re committed to building our talented team who champion collaboration, kindness and inclusivity. Join our team, and help recognize a healthy future for your career…
Added 2 hours ago
SI
Director of Operations
Systemex Industries Conseils
Montreal, QC
- Full-time
Added 2 hours ago
C
CNC Machine Operator - Precision Equipment
CyberCoders
Chatham, NB
- $30 to $32 CAD / hour
- Contract
…accommodation while seeking employment, please contact a member of our Human Resources team to make…
Added 2 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
At Husky TechnologiesTM, our success is based on your success. Our ability to keep our customers in the lead is based on building the strongest team possible.
Added 2 hours ago
HT
Financial Manager (CSM)
Husky Technologies
Bolton, ON
- Full-time
Work closely with Human Resources to ensure that payroll and headcount are accurate in actuals and are reflected properly in the monthly forecasts and the annual budget. Provide further…
Added 3 hours ago
EG
Collections Operations Manager - Surrey
Emterra Group
Surrey, BC
- Full-time
Leadership: Lead, coach and develop Route Supervisors and frontline employees. Manage performance, attendance, training, recruitment and retention, and partner with Human Resources on…
Added 3 hours ago
GL
Senior Payroll Specialist
goeasy Ltd.
Mississauga, ON
- Full-time
Lead year-end payroll processing and reconciliations, guiding the team throughout and keeping the Payroll Manager updated on progress and issues.
Added 3 hours ago
G
Gestionnaire adjoint/Unassigned Assistant Manager - Carrefour Laval
Gap
Laval, QC
- Full-time
…If you want to be part of an iconic American brand, and help lead the way for where we’re headed, we’d love to have you join…
Added 3 hours ago
ML
Foodservice Sales Manager
Maple Leaf Foods Inc
BC · British Columbia, Canada
- $96,000 to $141,000 CAD / year
- Part-time
Any MLF team member interested in being considered for this role are encouraged to apply online by September 30. Applications received beyond that date are not guaranteed consideration.
Added 3 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
Experience as a supervisor, leadworker, team lead, project lead;
Added 3 hours ago
RM
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
…Kawartha Lakes. Among our acute and continuing care services, our team cares for 45,000 patients per year in the 24/7/365 emergency department, provides orthopedics and ophthalmology,…
Added 5 hours ago
H
Senior Talent Acquisition Specialist (Contract)
Hatch
Mississauga, ON
- Contract
As part of our Shared Services group, comprised of Finance, Marketing, Communications, Human Resources, Commercial, Legal and Facilities, we support the business achieve their goals through…
Added 6 hours ago
S
Chief Operating Officer
Storibot.ai
Calgary, AB
- Full-time
We built Narrative Intelligence. It is the human layer on top of AI and every digital platform, giving the content enterprises produce purpose, meaning and measurable value. Our eight-agent…
Added 7 hours ago
BI
Senior Brand Manager, Oncology
Boehringer Ingelheim
Burlington, ON
- Full-time
Lead the cross functional team to develop launch readiness plans and Integrated Customer Plans (ICPs)for the brand(s), patients & specific customer segments in line with corporate…
Added 7 hours ago
UO
Director, Child Care Services
University of Victoria
Victoria, BC
- Full-time
Human Resources planning and management - Oversee all training, professional development, performance management, and goal development activities in Child Care in alignment with the values…

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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