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Added 10 mins ago
WB
Senior Administrative Assistant
Whistler Blackcomb
Whistler, BC
- Full-time
Added 10 mins ago
7
Store Crew
7-Eleven
Dawson Creek, BC
- Internship
A copy of the complete job description, which includes the minimum requirements and essential functions of the position, is available on request.
Added 10 mins ago
7
Assistant Store Leader (Assistant Manager)
7-Eleven
AB · Edmonton, AB
- Full-time
If you enjoy working as part of a management team and have previous supervisory experience, we would love the opportunity to talk with you about our Assistant Store Leader Trainee role!…
Added 10 mins ago
HE
Entry level Marketing Management Trainee
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
Looking for more than a job? Ready to build real-world business skills, develop your leadership abilities, and learn what it takes to grow a business from the ground up?
Added 10 mins ago
7
Store Crew
7-Eleven
Aldergrove, BC
- Internship
A copy of the complete job description, which includes the minimum requirements and essential functions of the position, is available on request.
Added 10 mins ago
HE
Customer Service Specialist
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
Added 10 mins ago
Produce - Clerk Sales/Service SW
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Lethbridge, AB
…to enable performance and growth. To learn more about this opportunity including the expected range of compensation in accordance with Pay Transparency Legislation where required please…
Added 10 mins ago
In Store Bakery - Decorator Cake
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Lethbridge, AB
…to enable performance and growth. To learn more about this opportunity including the expected range of compensation in accordance with Pay Transparency Legislation where required please…
Added 10 mins ago
Electrical Technician (Red Seal Industrial Electrician)
Intertape Polymer Group (IPG)
Truro, NS
If you're an experienced electrician looking for strong pay, a stable schedule, great benefits, and challenging industrial work, this could be the opportunity you've been waiting for.
Added 10 mins ago
Front of House - Supervisor, Food Services
Northland Properties
Calgary, AB
You have completed all e-learning job code modules
Added 10 mins ago
Assistant Educator - Split Shift Position
Upper Canada Child Care
New Tecumseth, ON
…discounts, group RRSP program, formal mentorship program and the opportunity to advance and move throughout the organization. Upper Canada Child Care also operates summer day camps at…
Added 10 mins ago
Clinical Informatics Analyst (Future Opportunities)
Mariner
NB · NS
WHAT SKILLS / QUALIFICATIONS YOU’LL NEED TO DO THE JOB:
Added 10 mins ago
Senior Healthcare Consultant (Future Opportunities)
Mariner
NB · NL · NS · PE
This opportunity is open to both full-time salaried employees and independent contractors. These positions may be hybrid and require some travel throughout Atlantic Provinces.
Added 10 mins ago
Class 1 Driver - 6 Month Fixed-Term Contract
West Coast Reduction Ltd.
Saskatoon, SK
…Because when there’s nothing left – that is when we’ve done our job. We collect food waste and by-products from food producers, like farms, restaurants, bakeries and even supermarkets,…
Added 25 mins ago
W
(CAN) Stock Unloader Associate
Walmart
Cobourg, ON
- Part-time
Working as a Stock Unloader Associate at Walmart Canada is an excellent opportunity to build hands‑on experience in a fast‑paced retail environment. In this role, you play a key part in…
Added 25 mins ago
W
General Merchandise Associate
Walmart
Ottawa, ON
- Full-time
Working as a General Merchandise Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you deliver excellent customer…
Added 25 mins ago
W
(CAN) Préposé au traitement des commandes OMNI
Walmart
Saint-Eustache, QC
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 25 mins ago
P
Delivery Driver
PepsiCo
Essex, ON
- Temporary
…You’re ambitious and hard-working and see every challenge as an opportunity. You pride yourself on being motivated, strong and a team player, and you have strong organizational and…
Added 25 mins ago
CG
Security Guard - Spare - Borden
Commissionaires Great Lakes
ON · Borden, Ontario
- Part-time
Added 25 mins ago
SC
shift supervisor - Store# 66437, PRINCE OF WALES
Starbucks Coffee Company
Ottawa, ON
- Full-time
Responsibilities and essential job functions include but are not limited to the following:
Added 25 mins ago
S
Security Guard
Synterra
Timmins, ON
- Full-time
Added 40 mins ago
BI
Senior Brand Manager, Oncology
Boehringer Ingelheim
Burlington, ON
- Full-time
This job posting is for an existing vacant position.
Added 40 mins ago
7
Store Crew
7-Eleven
North Vancouver, BC
- Internship
A copy of the complete job description, which includes the minimum requirements and essential functions of the position, is available on request.
Added 40 mins ago
Retail Sales Associate Part Time
Moores Clothing
Sarnia, ON
You may have the opportunity to voluntarily work between multiple store or site locations, and across multiple brands.
Added 40 mins ago
MD
Accounting Officer
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Who May Apply: Open to all qualified job seekers

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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