- Business Development Assistant - 12 Month Contract (2600572) Business Development Assistant - 12 Month Contract - 2600572 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.

Business Development

Assistant- 12 Month Contract TheBusiness Development Assistantplays a key role in supporting the day-to-day operations of a growing financial advisory practice while helping deliver an exceptional client experience. This position supports the Financial Advisor through strong administrative coordination, accurate account processing, effective workflow management, and professional client service.

Administrative Support

Prepare and process account documentation, including new account openings, transfers, contributions, withdrawals, and account updates

- Maintain and update client account records, ensuring information remains accurate, current, and complete
- Track and follow up on submitted paperwork with head office, fund companies, and third parties to ensure timely completion
- Manage document collection, digital filing, scanning, and record retention processes
- Maintain workflow systems and CRM records to ensure client activities, deadlines, and outstanding items are accurately tracked
- Coordinate advisor calendars, schedule client meetings, prepare meeting materials, and facilitate client communications
- Proactively identify operational inefficiencies and contribute to process improvements that enhance team effectiveness.



Marketing and Content Management Manage the Client Engagement Profile program, including collection, analysis, and CRM integration
- Maintain social media content, website updates, and marketing materials in accordance with compliance requirements
- Identify and track referral and business development opportunities. Our benefits range from Health Advantages, 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. Proficient in Microsoft Office with a willingness and ability to learn new applications
- Take initiative to get things done with minimal supervision/direction
- Post-secondary education in Business Administration;

Experience with Dataphile is an asset.

Investment

Representative licensing is an asset.

Salary Range: $45,000 - 50,000 annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements. 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. These tools help us review applications efficiently,but they donot replace human decision-making. Customers’ accounts are protected by the Canadian Investor ProtectionFund within specified limits.

Please consult each subsidiary’s webpagesfor applicable corporate, regulatory or membership information. #

📌 Business Development Assistant - 12 Month Contract (Toronto)
🏢 Raymond James Financial
📍 Toronto