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.

Administrative Assistant
How does the role impact the organization?
Plena Wealth of Raymond James Ltd. is looking for a top-quality Assistant who can provide outstanding team support through their expertise, hard work, and dedication. This is a supportive, driven top-tiered team offering career growth opportunities, and a competitive compensation package including salary, override, and bonus potential.

Drawing on previous experience in a financial services firm, you must be a team leader, have meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills. The successful candidate must also be responsible, confident and self‑motivated.

What is the position responsible for?

Administer client onboarding process including the gathering of information and document processing

Manage and maintain client information and communicate with clients to update as necessary

Prepare skilled correspondence and reports, documents, and files

Respond to requests for information in a timely manner

Service clients’ general day‑to‑day requests

Communicate internally with various operational and administrative departments

Maintain the Customer Relationship Management (CRM) software

Manage our WOW client service program

What can you expect from us?




Our most important investment is in people. Upon eligibility, Raymond James Ltd offers 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?

Meticulous attention to detail

Knowledge of MS Office (Word, Excel, PowerPoint, and Outlook), Internet Explorer and business-related software

Organizational and problem-solving skills

The ability to learn independently A proactive self‑starter with a ‘can do’ attitude and the desire to take ownership of their position

Prioritize and manage multiple deadlines and tasks

Work in a team environment and demonstrate a professional and friendly manner

Education & Experience

Minimum 1 years of administrative experience

Post‑secondary education

Licenses and Certifications

CIRO license or ability to become licensed within 6 months of hiring

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

Salary Range
Base salary of $45,000-$55,000 with additional performance and other bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

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 [email protected].

We may use automated or AI‑enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

Job
Wealth management

Primary Location
CA-BC-Vancouver-Vancouver

Organization
Branch

Schedule
Full‑time

Status
Temporary Full‑Time

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📌 Administrative Assistant (British Columbia)
🏢 Raymond James
📍 British Columbia