Raymond James Independent Financial Services is seeking a Licensed Assistant to work in our 2 Berkeley Street, Toronto location. Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Drawing on at least one-year previous experience as a Licensed Administrative Assistant/Wealth Manager Assistant in a financial services firm, the candidate must have a meticulous attention to detail, possess a positive attitude and have exceptional interpersonal skills, as they will be dealing directly with clients. The successful candidate must also be responsible, self-motivated and a team player.
This position’s primary focus is to assist Financial Advisor build their business using strong administration, communication, and interpersonal skills.
Responsibilities:
Process and follow-up on security transactions and transfers.
Manage incoming and outgoing phone calls with clients.
Foster and support client relationships.
Open accounts and manage all documentation requirements.
Update accounts and create bi-annual portfolio reviews.
Foster and support client relationships by liaising with clients, respond to requests and proactive problem solving.
Be involved in preparing correspondence and reports, event planning and coordination.
Review and process all cheques, banking, and stock certificates from clients.
Maintain Financial Advisor files and other general office duties.
Requirements:
A minimum of 1 year’s investment industry experience.
Completion of the Canadian Securities Course as well as the Conducts and Practices Handbook.
Experience with Dataphile is a definite asset.
Superior customer service skills and excellent verbal and written communication skills.
Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook).
The ability to handle confidential information.
The ability to work in a team environment and demonstrate a professional and friendly manner.
Strong organizational and problem-solving skills.
Meticulous attention to detail.
This is a 6-month contract position and is part-time 3 days per week.
If you are interested in joining our team, please submit your cover letter and resume and cover letter, quoting the position by 12/15/2025 to:
Elizabeth Hurly
Raymond James Ltd
2 Berkeley St, Suite 401, Toronto, ON M5A 4J5
Phone number:647-776-1994
Email:Elizabeth.hurly@raymondjames.ca
We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check.
We thank all candidates for their interest and advise that only those under consideration will be contacted.
Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above details and we will be happy to help.
