Elevate your career as a Licensed Financial Advisor Assistant with Raymond James. This role emphasizes client service, account administration, and team collaboration, making a significant impact on client relationships.

Raymond

James is seeking a detail-oriented and self-motivated Financial Advisor Assistant. In this position, you will support a Financial Advisor by managing client communications and performing administrative tasks. Strong organizational and client service skills are essential as you navigate multiple responsibilities in a collaborative team setting. Key Responsibilities:

- Build and maintain strong client relationships with prompt service
- Handle administrative tasks, including account openings and documentation
- Manage communications and respond to client inquiries efficiently




- Process transactions and ensure compliance with regulations
- Coordinate meetings and client presentations effectively Requirements:
- Minimum two years of experience in the financial industry
- Proficiency in Microsoft Office and CRM systems
- Robust organizational and time management skills
- Familiarity with investment concepts and compliance regulations
- Professionalism and discretion in handling confidential information Become a pivotal part of client success at Raymond James while showcasing your client service and administrative expertise.

📌 Financial Advisor Assistant at Raymond James (Toronto)
🏢 Raymond James Financial
📍 Toronto