Job Description
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.
How does the role impact the organization?
The candidate is a self‑motivated individual with exceptional administrative skills, a positive attitude, 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.
What will your role be responsible for?
- Support clients by responding to their requests in a friendly and timely manner;
- Assist with day‑to‑day operations and requests, including proactively problem solving;
- Assist team with schedu...