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Raymond James

Investment Advisor Assistant (Evergreen)

Montreal, QC, Canada

Job type: Full-time
Experience: Minimum 2 years investment industry experience;
Posting language: English
Posted: Sep 29, 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

Future Opportunities

How does the role impact the organization?

Raymond James Ltd. is Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

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;
Maintain Financial Advisor files; 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:

Minimum 2 years investment industry experience;
Post-secondary education;
IR Licensed or successful completion of Canadian Securities Course as well as the Conduct and Practices Handbook is preferable;
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;
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

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.

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More about this job

Responsibilities

The role involves managing daily administrative tasks, including report preparation, processing security transactions, and maintaining client files. You will also act as a primary point of contact for clients, providing proactive support and problem-solving to ensure high-quality service.

Requirements

Candidates must have at least 2 years of investment industry experience and post-secondary education. Proficiency in MS Office is required, and professional certifications like the Canadian Securities Course are considered a strong asset.

Skills

Administrative skills
Time management
Customer service
Reporting
Security transactions
Problem solving
MS Office
Word
Excel
Outlook
Dataphile
Croesus
Thomson Reuters
Communication skills
Organizational skills

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
Administrative
Reporting
Security Transactions
Client Relations
MS Office
Dataphile
Croesus
Thomson Reuters
Canadian Securities Course
Conduct and Practices Handbook
Financial Advisor
Branch Operations
Investment Industry
Customer Service
Time Management
Problem Solving
Project Work
Confidentiality
Professionalism
Multitasking
Communication
Organizational Skills
Flexible Workstyles
RRSP
Employee Stock Purchase Plan
Tuition Reimbursement
Investment Dealer

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