Elevate your career as a Senior Financial Advisor Assistant at Raymond James, where client-focused service and investment expertise are paramount. Join a dynamic team dedicated to client well-being.

At Raymond

James, you will assist financial advisors in managing both fee-based and non-fee-based investment portfolios. This role requires strong analytical skills, attention to detail, and the ability to build client relationships. As part of the team, you will deliver high-quality client service and assist in prospecting recent business while maintaining compliance. Key Responsibilities:

- Provide exceptional client service via various communication channels
- Collaborate with lead advisors to manage investment portfolios




- Prepare investment policy statements and client evaluations
- Assist in asset mix decisions and investment selections
- Maintain high standards of integrity in all dealings Requirements:
- University degree with finance exposure
- 2-5 years' experience in investment/financial services
- Proficiency in Microsoft Office and analytical tools
- Familiar with investment management concepts
- CIRO licensed; CIM/CFP designations preferred Bring your client-centric approach and investment management skills to contribute to Raymond James’s success.

📌 Senior Financial Advisor Assistant Position (Toronto)
🏢 Raymond James Financial
📍 Toronto