Investment Advisor Assistant (Evergreen)
Raymond JamesMontreal, Quebec, Canada
Posted January 15, 2026
Full Time
About the Company
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.
Job Description
Investment Advisor Assistant role at Raymond James Ltd. involves preparing reports, processing transactions, handling client calls, and maintaining files, with a focus on customer service and teamwork.
Requirements
- Minimum 2 years investment industry experience
- Post-secondary education
- IR Licensed or completion of Canadian Securities Course and Conduct and Practices Handbook
- Excellent proficiency with MS Office
- Experience with Dataphile, Croesus, and Thomson Reuters
Benefits
- Health Benefits
- RRSP Matching Program
- Employee Stock Purchase Plan
- Paid Time Off
- Volunteer Days
- Discretionary Bonuses
- Tuition Reimbursement