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.

Investment Advisor Assistant

The primary role of the Investment Advisor Assistant is to support a team of financial advisors and the Branch Manager (BM) by ensuring the office is managed efficiently and effectively. The position is responsible for entering client trades, servicing client requests and processing trade instructions by phone, and ensuring client paperwork is up to date and accurate.

The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service.

As a key member of the team, contributions are important to the success of the client relationship with the Financial Advisor, and to the success of the Branch as a whole.

Prepare and review daily/monthly/annual reports, client correspondence and taking ownership of project work;

Handle incoming and outgoing phone calls with clients;

Maintain Financial Advisor files,



calendar & expenses; Perform general office duties.

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and perks 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.

CIRO IR Licensed preferred or willing to obtain within 6 months of hire;

Excellent proficiency with MS Office particularly Word, Excel and Outlook;

Experience with Dataphile and FactSet is an asset;

Superior customer service skills;

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.

Full-time

Permanent Full-Time

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📌 Investment Advisor Assistant (Licensed) (Toronto)
🏢 Raymond James
📍 Toronto