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Added 16 mins ago
K
Assistant Store Manager - West Edmonton Mall
Knix
AB · Edmonton, AB
- $55,000 to $60,000 CAD / year
- Full-time
As an Assistant Store Manager at Knix, you bring our brand to life through how you lead and connect every day. You have a natural pulse on what our customers want and create a welcoming,…
Added 16 mins ago
Overnight Shift Manager
McDonald's
Calgary, AB
While previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative as a manager is always helpful and…
Added 46 mins ago
FOH Management - Assistant Manager
Northland Properties
Sherwood Park, AB
Working with the General Manager, some of your responsibilities will include:
Added 46 mins ago
LC
Deli Assistant Department Manager Part Time Day Greenlight Requisition
Loblaw Companies Limited
Vancouver, BC
- Part-time
…give excellent customer service and memorable experiences. Our Assistant Department Managers are dedicated people leaders who navigate us to providing the best in-store experience for…
Added 2 hours ago
MAC Key Holder - Part Time -Quartier Dix-30, Brossard, QC
Estée Lauder Companies
Brossard, QC
We are looking for a dynamic and inspirational Key Holder to support the Store Manager and Assistant Manager to ensure the smooth efficient running of the Store. You will use your…
Added 3 hours ago
LC
Assistant Store Manager Fresh Full Time Day
Loblaw Companies Limited
Warman, SK
- Full-time
Reporting to the Store Manager, the Assistant Store Manager will provide excellence in customer service. Demonstrate leadership by managing employees and effectively planning.
Added 3 hours ago
EL
Assistant Manager Assistant Store Manager
Estée Lauder Companies
Pointe-Claire, QC
- Full-time
We are seeking an inspirational and dynamic Assistant Store Manager to play a leading role in the success of the store/counter by supporting the Store Manager to lead, coach and develop our…
Added 3 hours ago
EL
Key Holder Key Holder
Estée Lauder Companies
Montreal, QC
- Full-time
We are looking for a dynamic and inspirational Key Holder to support the Store Manager and Assistant Manager to ensure the smooth efficient running of the Store. You will use your…
Added 3 hours ago
EL
Key Holder - The Cosmetics Company Store - Temp PT - Cookstown Tanger, Cookstown, ON
Estée Lauder Companies
Innisfil, ON
- Full-time
We are looking for a dynamic and inspirational Key Holder to support the Store Manager and Assistant Manager to ensure the smooth efficient running of the Store. You will use your…
Added 3 hours ago
UO
Scientific Assistant
University of Victoria
Victoria, BC
- Full-time
A Scientific Assistant (SA) plays an important role in ensuring the department functions efficiently and effectively by supporting students and faculty members and by coordinating with…
Added 3 hours ago
TH
Hardware Department Supervisor Full Time - 7175 Grande Prairie
The Home Depot Canada
Grande Prairie, AB
- Full-time
Reviewing sales & other reports while working with assistant manager to make recommendations for improvement on; inventory, overhead organization and cross merchandising in order to drive…
Added 3 hours ago
TH
SUPERVISEUR 25
The Home Depot Canada
Grande Prairie, AB
- Full-time
Reviewing sales & other reports while working with assistant manager to make recommendations for improvement on; inventory, overhead organization and cross merchandising in order to drive…
Added 4 hours ago
LC
Grocery Assistant Department Manager Part Time Day
Loblaw Companies Limited
Warman, SK
- Part-time
If you are unsure whether your experience matches every requirement above, we encourage you to apply anyway. We are looking for varied perspectives which include diverse experiences that we…
Added 4 hours ago
C
Assistant Manager North Edmonton
Cineplex
AB · CPX North Edmonton & VIP
- Part-time
Cineplex’s Part-Time Assistant Managers are an integral part of the team who provide an exceptional experience to each and every guest. Our PT Assistant Managers are passionate about movies…
Added 4 hours ago
GD
COMBO - Operations Assistant Manager - Tsawwassen Mills
Groupe Dynamite, Inc Garage
Tsawwassen, BC
- Full-time
Reporting to the Store Manager, your main focus as Operations Assistant Manager is to maximize company sales and profitability by maintaining stockroom organization and by managing…
Added 4 hours ago
SE
Senior Specialist, Offer Lifecycle Procurement
Schneider Electric
Calgary, AB · Montreal, QC
- Full-time
Hands-on experience managing cross-functional projects, supplier relationships and negotiations, with the ability to drive initiatives through execution.
Added 5 hours ago
WC
overnight lead department manager
Walmart Canada
Saskatoon, SK
- Full-time
Position Summary...Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role,…
Added 5 hours ago
W
overnight lead department manager
Walmart
Saskatoon, SK
- Full-time
Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role, you lead and…
Added 6 hours ago
Key Holder - The Cosmetics Company Store - Temp PT - Cookstown Tanger, Cookstown, ON
ELC Beauty LLC
Cookstown, ON
We are looking for a dynamic and inspirational Key Holder to support the Store Manager and Assistant Manager to ensure the smooth efficient running of the Store. You will use your…
Added 6 hours ago
GE
Hospitality F&B Assistant Manager
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the Tsuut’ina lens; this occupation helps to build the “Little Chief Restaurant” as an Indigenous experience for our customers through a ‘customer comes first’ attitude by providing…
Added 7 hours ago
SD
Merchandiser, Hourly Full Time Evening Greenlight Requisition
Shoppers Drug Mart
Edmonton, AB
- Full-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 7 hours ago
P
Assistant Store Manager
Pandora
Waterloo, ON
- $25.7 to $32.1 CAD / hour
The Assistant Store Manager (ASM) will be the ultimate Pandora Fan. As the ASM you will fully immerse yourself in our brand, culture, and product, taking immense pride in delivering…
Added 7 hours ago
TH
Hardware Department Supervisor Full Time - 7175 Grande Prairie
The Home Depot
Grande Prairie, AB
- Full-time
Reviewing sales & other reports while working with assistant manager to make recommendations for improvement on; inventory, overhead organization and cross merchandising in order to drive…
Added 7 hours ago
P
Assistant Store Manager
Pandora
Waterloo, ON
- Full-time
The Assistant Store Manager (ASM) will be the ultimate Pandora Fan. As the ASM you will fully immerse yourself in our brand, culture, and product, taking immense pride in delivering…
Added 7 hours ago
LC
Merchandiser, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Toronto, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards

Raymond James

Investment Advisor Assistant

Markham, ON, Canada

Full-time

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Job details

Job type: Full-time
Posting language: English
Posted: Sep 21, 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.

Investment Advisor Assistant

How does the role impact the organization?

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. The position is responsible for entering client trades, servicing client requests and processing trade instructions by phone, and ensuring client paperwork is up to date and accurate.

The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service.

As a key member of the team, contributions are important to the success of the client relationship with the Financial Advisor, and to the success of the Branch as a whole.

What will your role be responsible for?

Prepare and review daily/monthly/annual reports, client correspondence and taking ownership of project work;
Process and follow up on security transactions and transfers;
Handle incoming and outgoing phone calls with clients;
Foster and support client relationships by liaising with clients, responding to requests and proactive problem solving;
Service clients’ general day-to-day requests;
Support Financial Advisor with website updates and marketing projects;
Maintain Financial Advisor files, calendar & expenses; and
Perform general office duties.

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:

Post-secondary education;
IR Licensed or successful completion of licensing within 6 months of hire;
Excellent proficiency with MS Office particularly Word, Excel and Outlook;
Experience with Dataphile and FactSet is an asset;
Excellent verbal and written communication skills;
The desire to contribute to a collaborative working environment, while maintaining a professional, positive 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;
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.

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More about this job

Responsibilities

The Investment Advisor Assistant supports financial advisors by managing office operations, processing client trades, and handling client requests. They are also responsible for maintaining accurate client files, preparing reports, and assisting with marketing projects.

Requirements

Candidates must possess post-secondary education and hold or be willing to obtain an IR license within six months. Proficiency in MS Office and strong organizational, communication, and problem-solving skills are required.

Skills

Administrative skills
Time management
Customer service
Trade processing
Project management
Communication skills
Problem solving
Attention to detail
Multitasking
Organizational skills
MS Office
Word
Excel
Outlook
Dataphile
FactSet

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 Advisor Assistant
Wealth Management
Financial Services
Trade Processing
Client Relations
Administrative Support
IR License
MS Office
Dataphile
FactSet
Reporting
Project Management
Customer Service
Time Management
Organizational Skills
Problem Solving
Communication
Confidentiality
Financial Advisor Support
Marketing Projects

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