Experience growth in a client-centric role at Raymond James as a Licensed Financial Advisor Assistant. Focus on account management, administrative support, and building lasting client relationships.

As a Financial Advisor Assistant, you will play a crucial role in supporting a Financial Advisor and enhancing client experiences. This position is ideal for candidates with a proactive attitude and exceptional detail-oriented skills. You'll collaborate with a dedicated team while handling various responsibilities to ensure client satisfaction and compliance with regulatory requirements.

Key Responsibilities:
• Provide excellent client service and foster robust relationships
• Support trade-related needs through effective communication




• Oversee account administration and client documentation
• Process important security transactions and cash management
• Lead tax reporting activities and marketing initiatives

Requirements:
• Two years of relevant financial industry experience
• Knowledge of investment practices and account administration
• Strong written and verbal communication skills
• Proficient in Microsoft Office and CRM tools
• Commitment to professionalism and confidentiality

Bring your skills in client service and administration to make a difference at Raymond James.
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📌 Licensed Financial Advisor Assistant Role (Ontario)
🏢 Raymond James Financial
📍 Ontario