- Financial Advisor Assistant (2600579) 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. This role will support a team of 3 investment advisors.

Raymond James

Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Drawing on previous experience as a Licensed Assistant in a financial services firm, you will be responsible for processing and following up on security transactions and transfers, handling incoming and outgoing phone calls with clients, responding to requests for information, and providing outstanding service to the Financial Advisors and clients. You will also be involved in preparing correspondence and reports, servicing clients’ general day-to-day requests, and other general office duties.

Support clients’ general day-to-day administrative and trade requests in a timely and confidential manner

- Handle incoming and outgoing phone calls with clients and respond to requests for information
- Be responsible for and support the team with paperwork, manage head office correspondence, and handle the account opening process for new clients
- Enter trades for Financial Advisors and clients as requested
- Act as team lead during tax reporting season, liaising with tax professionals & clients to provide details, slips and updates as required
- Assist with all marketing initiatives including social media (twitter, LinkedIn), and website content
- Support the Financial Advisor(s) in growth of the overall business
- Maintain files and other general office duties




- Prepare client presentations with guidance from the financial advisor assistants
- Generate and identify leads from online resources and qualify leads via cold calling
- Work within LinkedIn and Salesforce
- Grow and take courses as required for regulatory purposes. Our most significant investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, 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. Minimum 3 years investment industry experience
- Excellent proficiency with MS Office particularly Word, Excel and Outlook;

Experience with Dataphile, Croesus and Thomson Reuters is an asset

- CIRO IR Licensed required;

Salary Range: $45,000-55,000 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. These tools help us review applications efficiently, but they do not replace human decision-making.

Raymond James

Ltd. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected by the Canadian Investor Protection Fund within specified limits.

Raymond James

Ltd. is an integrated financial services firm. Its subsidiaries, Raymond James Investment Counsel Ltd., Raymond James Financial Planning Ltd., Please consult each subsidiary’s webpages for applicable corporate, regulatory or membership information. #

📌 Licensed Financial Advisor Assistant (Calgary)
🏢 Raymond James Financial
📍 Calgary