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 strong relationshipsSupport trade-related needs through effective communicationOversee account administration and client documentationProcess significant security transactions and cash managementLead tax reporting activities and marketing initiativesRequirements:Two years of relevant financial industry experienceKnowledge of investment practices and account administrationStrong written and verbal communication skillsProficient in Microsoft Office and CRM toolsCommitment to professionalism and confidentialityBring your skills in client service and administration to make a difference at Raymond James.

📌 Licensed Financial Advisor Assistant Role (Toronto)
🏢 Raymond James Financial
📍 Toronto