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