Wealth Advisor Assistant
Raymond JamesToronto, Ontario, Canada
Posted April 28, 2026
45000 - 55000 CAD
Full Time
About the Company
Raymond James Ltd., a leading independent investment dealer in Canada, offers comprehensive wealth and financial solutions—including investment advisory, estate planning, trust services, insurance, and corporate financial advisory—to individual, institutional, and corporate clients. Leveraging a legacy that spans 60 years and recent acquisitions of legacy firms such as Goepel McDermid and 3Macs, the firm manages over CAD 6 billion in client assets and serves as Canada’s largest independent investment dealer. Its client‑centric approach is built on a culture that values diversity, innovation, and the personal and professional development of its talent, enabling advisors to deliver customized, long‑term wealth strategies. Backed by membership in the Canadian Investor Protection Fund, Raymond James Ltd. combines deep market expertise with a commitment to ethical stewardship, making it an attractive partner for clients seeking trusted financial guidance.
Job Description
The Wealth Advisor Assistant will support a team of financial advisors and the Branch Manager by ensuring the office is managed efficiently and effectively. The role involves entering client trades, servicing client requests, processing trade instructions, and maintaining client paperwork.
Requirements
- Post-secondary education
- IR Licensed or successful completion of licensing within 1 year of hire
- Excellent proficiency with MS Office particularly Word, Excel and Outlook
- Experience with Dataphile and FactSet is an asset
- Experience with Croesus is an asset
- Excellent verbal and written communication 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
- Ability to effectively handle confidential information
Benefits
- Health Benefits
- RRSP Matching Program
- Employee Stock Purchase Plan
- Paid Time Off
- Volunteer Days
- Discretionary Bonuses
- Tuition Reimbursement