Job Description
Overview
Raymond James Independent Financial Services is seeking a Senior Wealth Advisor Assistant to work in our Downtown Toronto Office. 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. The Bowes Wealth Management team delivers discretionary and non‑discretionary portfolio management with integrated cross‑border expertise, including the management of U.S. retirement plans for Canada–U.S. clients. This hybrid position requires 4 days a week in‑office.
Responsibilities
Branch Administration & Team Support
- Act as a senior administrative resource for Financial Advisors, Portfolio Managers, Investment Associates, branch administrators, and assistants.
- Support the branch team with day‑to‑day operational and administrative needs.
- Coordinate workflows, improve...