Wealth Advisor Assistant

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. 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. Wealth Advisor Assistant How does the role impact the organization? Raymond James Ltd. is Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. 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. What will your role be responsible for? Prepare and review daily/monthly/annual reports, client correspondence and taking ownership of project work; Process and follow up on security transactions and transfers; Handle incoming and outgoing phone calls with clients; Foster and support client relationships by liaising with clients, responding to requests and proactive problem solving; Service clients’ general day-to-day requests; Maintain Financial Advisor files, calendar & expenses; and Perform general office duties. What can you expect from us? Our most important 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. What do we expect from you? To qualify for this opportunity you possess: Post-secondary education; Investment Representative (IR) Licensed or become IR registered within 1 year of hire; Excellent proficiency with MS Office particularly Word, Excel and Outlook; Experience with Dataphile and FactSet is an asset; Excellent verbal and written communication skills; Ability to work in a team environment and demonstrate a professional and friendly manner Superior customer service skills; Meticulous attention to detail; Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide necessary follow up; Strong organizational skills; Superior problem solving skills; The ability to work within deadlines in a high-volume, pressure-oriented environment; and Ability to effectively handle confidential information. We encourage our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm Salary Range: $50,000 - 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. This posting is for an existing vacancy. At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected] . By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process. We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making. Job Wealth management Primary Location CA-QC-Montreal-Montréal Schedule Full-time Status Permanent Full-Time

The role involves preparing financial reports and client correspondence while processing security transactions and transfers. The assistant also manages the Financial Advisor's calendar and expenses and maintains strong client relationships through proactive problem solving.

Candidates must have post-secondary education and be Investment Representative (IR) licensed or able to become registered within one year. Proficiency in MS Office is required, with experience in Dataphile and FactSet considered an asset.

• Health Benefits • RRSP Matching Program • Employee Stock Purchase Plan • Paid Time Off • Volunteer Days • Discretionary Bonuses • Tuition Reimbursement

• Gestion du tempsSouhaitée
• Service à la clientèleSouhaitée
• Résolution de problèmesSouhaitée
• Microsoft ExcelSouhaitée
• Microsoft WordSouhaitée
• Microsoft OutlookSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Administrative Skills
• Time Management
• Customer Service
• MS Office
• Word
• Excel
• Outlook
• Dataphile
• FactSet
• Verbal Communication
• Written Communication
• Problem Solving
• Multitasking
• Organizational Skills
• Confidentiality Handling

• Finance & Accounting
• Administrative
• Customer Service & Support
• Sales

Formation minimale

Études secondaires

Expérience minimale

0+ ans

Postuler avant le

10 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Not Applicable

Mode de candidature

La candidature directe est offerte