Boost your career as an Investment Advisor Assistant with Raymond James Ltd. in Canada. Contribute to client relations and administrative operations within a agile financial team. This position supports a team of financial advisors and the Branch Manager by streamlining office management and client interactions. Ideal candidates are detail-oriented individuals, possessing effective time management skills and a proven dedication to customer service.

Your role is crucial in strengthening client relationships and enhancing branch effectiveness. Key Responsibilities:
Prepare daily, monthly, and annual client reports
Follow up on security transactions and manage transfers
Conduct phone calls with clients for service requests




Develop robust relationships through proactive communication
Keep Financial Advisor calendars and files updated and organized Requirements:
Post-secondary education is a must
CIRO IR License preferred, or willingness to secure it
Proficient with MS Office applications, especially Excel
Solid organizational and multitasking abilities
Excellent communication, both oral and written Utilize your administrative skills and knack for building relationships to thrive as part of the Raymond James Ltd. team.

📌 Client Relations Assistant At Raymond James Toronto
🏢 Raymond James Financial
📍 Toronto