Boost your career as an Investment Advisor Assistant with Raymond James Ltd. in Canada. Contribute to client relations and administrative operations within a energetic 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 strong 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
- Strong 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