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Added 3 days ago
Portfolio Assistant
BMO
Edmonton, AB · Enbridge
Full-time
Relevant investment industry licensing for the designated jurisdiction / portfolio.
Added 5 days ago
Portfolio Assistant
BMO
Toronto, ON · CLAIRE
Full-time
As a Portfolio Assistant supporting Investment Counsellors within BMO Private Investment Counsel (BPIC), you will play a key role in delivering an exceptional client experience for affluent…
Added 6 days ago
Portfolio Assistant, Winter 2027 (Co-op/Internship), Montreal - 4 months
BMO
Montreal, QC · IBMM
Full-time
As a Portfolio Assistant, you will serve as the operational backbone of the team, ensuring smooth day-to-day branch operations and efficient execution of administrative processes. This role…
Added 6 days ago
R260025949 Portfolio Assistant, Winter 2027 (Co-op/Internship), Brossard - 4 months
BMO
Brossard, QC
Full-time
Relevant investment industry licensing for the designated jurisdiction / portfolio.
Added 17 days ago
Portfolio Assistant, Non-Profit
BC Housing
Prince George, BC
Full-time
Reporting to the Assigned Supervisor, the Portfolio Assistant, Non-Profit, provides operational and administrative support to Non-Profit Portfolio Managers (NPPM). He/She/They assists with…
Added 23 days ago
Portfolio Assistant
BMO
Calgary, AB · CALG
Full-time
Relevant investment industry licensing for the designated jurisdiction / portfolio.
Added 1 month ago
Property Portfolio Assistant
BC Housing
Prince George, BC
Full-time
Reporting to the assigned supervisor, the Property Portfolio Assistant (PPA) provides support to tenants and Property Portfolio Managers (PPMs) regarding all associated programs and…
Added 1 month ago
Property Portfolio Assistant
BC Housing
Vancouver, BC
Full-time
Reporting to the assigned supervisor, the Property Portfolio Assistant (PPA) provides support to tenants and Property Portfolio Managers (PPMs) regarding all associated programs and…
Added 10 days ago
Portfolio Assistant
BMO
Vancouver, BC · FBT
Full-time
Relevant investment industry licensing for the designated jurisdiction / portfolio.
Added 2 days ago
Studio Assistant
Town of Oakville
Oakville, ON
Internship
…community service. All applicants must be able to provide a portfolio that demonstrates all of the above during the interview…
Added 2 days ago
Senior Administrative Assistant
Infrastructure Ontario
Toronto, ON
The Senior Administrative Assistant provides high quality administrative and organizational support to the Senior Vice President, Enterprise Risk. The role supports enterprise wide…
Added 3 days ago
Investment Assistant (Req 145)
Odlum Brown
Vancouver, BC
We have an opportunity for an Investment Assistant to join our award-winning firm in the Vancouver office.
Added 3 days ago
Financial Advisor Assistant
Raymond James
Toronto, ON
Full-time
Raymond James Independent Financial Services is seeking a full-time Financial Advisor Assistant to work in our Downtown Toronto office.
Added 4 days ago
Sessional Lecturer - JAV101H1S: Design Studio I
University of Toronto
Toronto, ON
…professional experience, design awards (if applicable), and a 1-2 page…
Added 4 days ago
Sessional Lecturer - ARC112H1S: Design & Engineering I
University of Toronto
Toronto, ON
…professional experience, design awards (if applicable), and a 1-2 page…
Added 5 days ago
Investment Assistant (Req 140)
Odlum Brown
Vancouver, BC
We have an opportunity for an Investment Assistant to join our award-winning firm in the Vancouver office.
Added 6 days ago
Investment Advisor Assistant
Raymond James
Toronto, ON
Full-time
The primary role of the Investment Advisor Assistant is to support a team of financial advisors and the Branch Manager (BM) by ensuring the office is managed efficiently and effectively.…
Added 12 days ago
Executive Assistant - RBCx
Royal Bank of Canada
Toronto, ON
Full-time
We are seeking a highly organized, proactive, and detail-oriented Executive Assistant to support our VP, Strategy & Investments. This hybrid role requires a dynamic individual who can…
Added 11 days ago
Executive Assistant - RBCx
RBC
Toronto, ON
Full-time
We are seeking a highly organized, proactive, and detail-oriented Executive Assistant to support our VP, Strategy & Investments. This hybrid role requires a dynamic individual who can…
Added 19 days ago
Default Recovery Specialist Real Estate Law Clerk
MCF Mortgage Investments
Aurora, ON
Full-time
…reviews, and assists with enforcement, recovery, discharge, and portfolio management activities. The position requires strong real estate law knowledge, mortgage administration experience,…
Added 27 days ago
Assistant Professor
McGill University
Sherbrooke, QC
Full-time
…for a tenure-track position in Russian Studies at the rank of Assistant Professor. Applicants should demonstrate a strong record of, or clear potential for, significant research and…
Added 25 days ago
Executive Assistant, Office of the CEO & COO
The Taggart Group of Companies
Ottawa, ON
Full-time
Job Title: Executive Assistant, Office of the CEO & COO
Added 1 month ago
Assistant Professor of Composition
McGill University
Vancouver, BC · Strathcona Music
Full-time
The Department of Music Research invites applications for a tenure track position in composition at the rank of Assistant Professor, starting in Fall 2027. Applications at the rank of…
Added 1 month ago
Administrative Assistant, IPM
CPP Investments | Investissements RPC
Toronto, ON
Full-time
We are searching for an Administrative Assistant to join the Investment Portfolio Management group. As an Administrative Assistant, you will be responsible for providing day-to-day…
Added 1 month ago
Financial Advisor Assistant
Raymond James
Kelowna, BC
Full-time
Drawing on at least 1-2 years of previous experience as an Administrative Assistant in a financial services firm, the candidate must have a meticulous attention to detail, possess a…

Raymond James

Financial Advisor Assistant

Toronto, ON, Canada

Pay: The base salary range for this role is $60,000-$65,000 annually, depending on experience, licensing, systems knowledge, and overall qualifications.
Job type: Full-time
Apply by: Oct 31, 2026
Experience: Minimum of 2 years of industry-related experience, preferably in investment brokerage, wealth management, financial services, banking, or a similar client-service environment.
Posting language: English
Posted: Sep 17, 2026

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Original job description

Financial Advisor Assistant

IFS - Bowes Queens Quay Toronto

Raymond James Independent Financial Services is seeking a full-time Financial Advisor Assistant to work in our Downtown Toronto office.
Raymond James Ltd. is one of Canada's leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Bowes Wealth Management is a collaborative, multi-advisor team based on Toronto's Queens Quay. We run a predominantly discretionary, fee-based practice and work with a long-standing base of high-net-worth families and business owners. This is a hybrid position, with four days per week in-office.

This is a broad, hands-on client service and administrative role supporting our Financial Advisors, Portfolio Managers, and broader branch team. The successful candidate will help manage day-to-day client requests, account administration and transfers, meeting preparation, CRM and follow-ups, tax-season items, client events, and general office organization. Because we are a smaller team, the role offers the opportunity to take ownership of recurring processes and become an important part of the practice. We are looking for someone dependable, detail-oriented, proactive, and comfortable working in a fast-paced wealth management environment.

Client Service & Advisor Support

Provide professional, responsive, and client-focused service by phone, email, and in person.
Handle day-to-day client requests, inquiries, and follow-up items, working closely with the advisory team to ensure matters are resolved promptly.
Assist with trade-related administration and, where appropriately licensed, process trade instructions and security transactions in accordance with firm and regulatory requirements.
Schedule and confirm client meetings, manage calendars, prepare meeting materials and presentations, and help track post-meeting action items.
Draft and coordinate routine client correspondence and help maintain a polished, consistent client experience across all touchpoints.

Account Administration & Operations

Support new account openings, account updates, KYC documentation, beneficiary changes, transfers, and related paperwork.
Process and follow up on deposits, withdrawals, cheques, electronic funds transfers, journals, and other cash management-related requests.
Ensure documentation and transactions are accurate, complete, and processed in accordance with internal and regulatory requirements.
Coordinate with Raymond James head office and internal departments to resolve operational issues and follow up on outstanding items.
Support tax-season activities by coordinating tax slips, client requests, documentation for accountants and tax professionals, and related follow-up items.

CRM, Meetings & Office Coordination

Maintain accurate and up-to-date CRM records, client notes, contact information, activities, and follow-up tasks.
Use Microsoft Outlook extensively for calendars, scheduling, email management, mail merges, meeting coordination, and client communications.
Maintain advisor files and recurring administrative workflows, assist with project work, and help keep the office organized and running smoothly.
Use Dataphile and Raymond James systems effectively and demonstrate comfort learning new technology and processes.

Client Events, Marketing & Communications

Organize and support client events, seminars, branch events, and related follow-up activities.
Coordinate invitations, approvals, attendance tracking, materials, logistics, and post-event follow-up; occasional attendance outside regular business hours may be required.
Assist with approved marketing initiatives, email campaigns, website or social media coordination, and other client communications.

What We Are Looking For

The ideal candidate is self-motivated, detail-oriented, organized, and client-focused. You are comfortable managing multiple priorities, meeting deadlines, and working both independently and collaboratively. You take ownership of follow-up, communicate professionally, exercise discretion with confidential information, and look for ways to make the team and client experience better.

Qualifications

Minimum of 2 years of industry-related experience, preferably in investment brokerage, wealth management, financial services, banking, or a similar client-service environment.
Post-secondary education, or an equivalent combination of education, training, and relevant experience.
CIRO Investment Representative (IR) licensing is preferred, or a willingness to obtain it within 6 months of hire.
Experience with account administration for registered and non-registered accounts, including RRSPs, TFSAs, corporate accounts, transfers, and client documentation.
Strong Microsoft Office skills, especially Outlook, Word, Excel, and PowerPoint; experience with Dataphile and Raymond James systems is an asset.
Excellent written and verbal communication, client service, organization, problem-solving, prioritization, and attention to detail.
Experience with CRM systems, digital marketing or social media tools, client events, or personal tax filing is considered an asset.

Compensation

The base salary range for this role is $60,000-$65,000 annually, depending on experience, licensing, systems knowledge, and overall qualifications. Additional compensation, benefits, or incentive opportunities may be available.

To Apply

If you are interested in joining our team, please email your resume along with 3 reasons why you would make a strong candidate to:

Zachary Schenk - Raymond James Ltd.

Email: [email protected]

Application deadline: October 31, 2026

We thank all candidates for their interest and advise that only those under consideration will be contacted.

We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check. We thank all candidates for their interest and advise that only those under consideration will be contacted.

Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above details and we will be happy to help.

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More about this job

Responsibilities

The role involves providing comprehensive administrative and client service support to financial advisors and portfolio managers. Responsibilities include managing client requests, account documentation, meeting preparation, and coordinating office operations.

Requirements

Candidates must have at least two years of experience in the financial services or investment industry. A post-secondary education is required, and CIRO Investment Representative licensing is preferred.

Skills

Client Service
Account Administration
Wealth Management
Investment Brokerage
CRM
Microsoft Outlook
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Dataphile
KYC Documentation
Trade Administration
Meeting Coordination
Problem Solving
Communication
Organization

Visa sponsorship

Not detected in the job text

Hiring contact

Zachary Schenk

Hiring contact email

[email protected]

Keywords

Financial Advisor Assistant
Wealth Management
Investment Dealer
Discretionary Practice
High-net-worth
Account Transfers
KYC
CRM
Dataphile
Tax-season
Client Events
Marketing
CIRO
Investment Representative
RRSP
TFSA
Administrative
Operations
Portfolio Management
Client Correspondence
Financial Services
Banking
Investment Brokerage
Microsoft Office
Professional Communication
Time Management
Regulatory Compliance
Cash Management
Security Transactions
Office Organization

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