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Added 6 mins ago
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Full-time
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Raymond James

Investment Advisor Assistant

Markham, ON, Canada

Job type: Full-time
Posting language: English
Posted: Sep 21, 2026

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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 [email protected]. 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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