Wealth Advisor Administrative Assistant

3 weeks ago

Markham, Canada Raymond James Financial Full time

**Wealth Advisor Administrative Assistant**
- 2301222

Peak Horizon Wealth of Raymond James Independent Financial Services is seeking a Wealth Advisor Administrative Assistant to work in our Markham 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.

Peak Horizon Wealth of Raymond James Ltd. is looking for a detail-oriented individual to join our team as a Wealth Advisor Administrative Assistant. Attention to detail is a must. You are focused on doing the right thing the first time. Accuracy of transactions is critical. We are looking to work with an individual who is proactive and takes ownership of their role. You must be reliable and dependable, self-starter working independently as well as collaboratively as a valuable member of our team. Our business is growing rapidly so there will be opportunities for growth over time, should you wish to advance your career.

Key Responsibilities:

- Manage schedules, including coordinating meetings and appointments, and making travel arrangements.
- Coordinate and schedule conference calls and video meetings.
- Handle expenses, including managing expense reports and reconciling company credit card statements.
- Perform other administrative tasks as needed, such as drafting documents and presentations, and conducting research.
- Participate in Business Development activities such as researching potential clients and creating targeted marketing campaigns.
- Manage social media accounts, create and schedule posts, monitor engagement, and analytics.
- Create and curate content for the agency’s various social media accounts.
- Be proactive self-starter with a ‘can do’ attitude and the desire to take ownership of their position.
- Prepare client portfolio reports and account activities for client meetings.
- Act as team lead during tax reporting season, liaising with tax professionals & clients to provide details, slips and updates as required.
- Provide support to both the Manager and clients’ day-to-day requests, and other general office duties as required, such as telephone invoices & office expenses.
- Manage all client documentation and ensure client document deficiencies in a timely, efficient and effective manner.

Position Requirements:

- 2+ years of previous experience in a similar role
- Experience in business development and social media management
- Excellent communication skills, both written and verbal
- Strong attention to detail and ability to multitask.
- Proficiency in Microsoft Office Suite, CRM tool, and social media platforms
- Ability to work independently and take initiative.
- Comfortable working in a fast-paced, dynamic environment
- Post-Secondary education
- A successful completion of CSC (Canadian Securities Course) is a bonus.

This position starts with part-time role, leading to full-time in 3-months. It offers competitive base pay plus bonus, extended health benefits, paid vacation and sick leave commensurate with experience. The role will also be in a hybrid work environment allowing for remote and in-person work.

If you would like a challenging and rewarding opportunity in financial services, please send your resume and covering letter to Angie Chan:
Peak Horizon Wealth of Raymond James
8500 Leslie St., Suite 450
647-557-5580

**Job** Wealth management

**Primary Location** CA-ON-Markham-Markham

**Organization** PCG IFS

**Schedule** Part-time

  • Administrative Assistant

    1 month ago

    Markham, Canada LifePlan Investments Full time

    **About LifePlan Investments Inc. (LPI)**: LifePlan Investments is a financial advising firm that provides comprehensive and customized solutions carefully structured around our clients' goals and needs-- be it insurance, investments, taxes, or estate planning. The client is our priority and we work with over 24 companies to provide holistic plans and advice...

  • Scotiamcleod Administrative Associate

    4 weeks ago

    Markham, Canada Scotiabank Full time

    Requisition ID: 174680 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Financial Advisor Assistant

    1 month ago

    Markham, Canada McNulty Group - Raymond James Ltd. Full time

    Licensed Financial Advisor Assistant, Markham ON McNulty Group, a part of Raymond James Ltd., is a wealth management firm located in Markham, Ontario, serving Canadian dentists since 1982. Today, our team manages $550,000,000 for 127 families. We are currently looking to add a securities licensed Assistant with five years or more experience as a Financial...

  • Senior Trader

    2 days ago

    Markham, Canada Worldsource Wealth Management Inc. Full time

    Direct message the job poster from Worldsource Wealth ManagementThe Senior Trader will be responsible for overseeing the trade services offered by Worldsource Securities Inc. ("WSI") and will also be responsible for the oversight of processing and settlement of all Syndication related activities. This highly motivated and energetic candidate will advocate...

  • Senior Trader

    2 days ago

    Markham, Canada Worldsource Wealth Management Inc. Full time

    Direct message the job poster from Worldsource Wealth ManagementThe Senior Trader will be responsible for overseeing the trade services offered by Worldsource Securities Inc. ("WSI") and will also be responsible for the oversight of processing and settlement of all Syndication related activities. This highly motivated and energetic candidate will advocate...

  • Senior Trader

    2 days ago

    Markham, Canada Worldsource Wealth Management Inc. Full time

    Direct message the job poster from Worldsource Wealth ManagementThe Senior Trader will be responsible for overseeing the trade services offered by Worldsource Securities Inc. ("WSI") and will also be responsible for the oversight of processing and settlement of all Syndication related activities. This highly motivated and energetic candidate will advocate...

  • Senior Trader

    16 hours ago

    Markham, ON, Canada Worldsource Wealth Management Inc. Full time

    Direct message the job poster from Worldsource Wealth Management The Senior Trader will be responsible for overseeing the trade services offered by Worldsource Securities Inc. ("WSI") and will also be responsible for the oversight of processing and settlement of all Syndication related activities. This highly motivated and energetic candidate will advocate...

  • Corporate Branch Manager

    2 days ago

    Markham, Canada Worldsource Wealth Management Inc. Full time

    3 weeks ago Be among the first 25 applicants The Corporate Branch Manager is responsible for providing supervisory functions to various producing field branch managers and advisors. The successful candidate must be highly detailed, organized and accurate and have the ability to work under pressure and meet deadlines. In addition, the candidate must...

  • Corporate Branch Manager

    2 days ago

    Markham, Canada Worldsource Wealth Management Inc. Full time

    3 weeks ago Be among the first 25 applicants The Corporate Branch Manager is responsible for providing supervisory functions to various producing field branch managers and advisors. The successful candidate must be highly detailed, organized and accurate and have the ability to work under pressure and meet deadlines. In addition, the candidate must...

  • Corporate Branch Manager

    2 days ago

    Markham, Canada Worldsource Wealth Management Inc. Full time

    3 weeks ago Be among the first 25 applicants The Corporate Branch Manager is responsible for providing supervisory functions to various producing field branch managers and advisors. The successful candidate must be highly detailed, organized and accurate and have the ability to work under pressure and meet deadlines. In addition, the candidate must...

  • Insurance Advisor Life, Health

    3 weeks ago

    Markham, Canada Royal Bank of Canada Full time

    Job Description Please Note: Actively Hiring For Ontario North West Region (Primarily Brampton, Maple, Barrie, Markham, Mississauga, Concord, Vaughan, Brantford, Kitchener, London) What is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Ontario North Field Sales team at RBC Insurance. As...

  • Corporate Branch Manager

    15 hours ago

    Markham, ON, Canada Worldsource Wealth Management Inc. Full time

    3 weeks ago Be among the first 25 applicants The Corporate Branch Manager is responsible for providing supervisory functions to various producing field branch managers and advisors. The successful candidate must be highly detailed, organized and accurate and have the ability to work under pressure and meet deadlines. In addition, the candidate must work...

  • Senior Accountant

    6 days ago

    Markham, Canada Manrkē Full time

    Are you passionate about success? We’re scaling rapidly and we need best-in-class talent. At Manrkē, business and tax professionals from around the world are empowering clients to become financial champions. From top athletes to musicians and global influencers as well as entrepreneurs in business tech, digital media, e-commerce, virtual education, and...

  • Senior Accountant

    1 month ago

    Markham, Canada Manrkē Full time

    Are you passionate about success? We’re scaling rapidly and we need best-in-class talent. At Manrkē, business and tax professionals from around the world are empowering clients to become financial champions. From top athletes to musicians and global influencers as well as entrepreneurs in business tech, digital media, e-commerce, virtual education, and...

  • Senior Accountant

    4 weeks ago

    Markham, Canada Manrkē Full time

    Are you passionate about success? We’re scaling rapidly and we need best-in-class talent. At Manrkē, business and tax professionals from around the world are empowering clients to become financial champions. From top athletes to musicians and global influencers as well as entrepreneurs in business tech, digital media, e-commerce, virtual education, and...

  • Senior Accountant

    4 weeks ago

    Markham, Canada Manrkē Full time

    Are you passionate about success? We’re scaling rapidly and we need best-in-class talent. At Manrkē, business and tax professionals from around the world are empowering clients to become financial champions. From top athletes to musicians and global influencers as well as entrepreneurs in business tech, digital media, e-commerce, virtual education, and...

  • Corporate Branch Manager

    4 weeks ago

    Markham, Canada Worldsource Wealth Management Full time

    JOB STATEMENT: The Corporate Branch Manager is responsible for providing supervisory functions to various producing field branch managers and advisors. The successful candidate must be highly detailed, organized and accurate and have the ability to work under pressure and meet deadlines. In addition, the candidate must work without supervision, exercise...

  • Corporate Branch Manager

    4 weeks ago

    Markham, Canada Worldsource Wealth Management Full time

    JOB STATEMENT:The Corporate Branch Manager is responsible for providing supervisory functions to various producing field branch managers and advisors. The successful candidate must be highly detailed, organized and accurate and have the ability to work under pressure and meet deadlines. In addition, the candidate must work without supervision, exercise...

  • Client Solutions Sales Advisor- Richmond Hill

    3 days ago

    Markham, Canada Scotiabank Full time

    We are committed to investing in our employees and helping you continue your career at Scotiabank. We are actively recruiting experienced Retail Sales Advisor/Client Solutions Advisors in Scarborough region. **Job Overview**: As a Sales Representatives (Client Solutions Advisors) in Scarborough, you will be responsible for onboarding customers that have...

  • Administrative Coordinator

    4 weeks ago

    Markham, Canada Desjardins Financial Security Independent Network - Markham #293 Full time

    Our financial centre is searching for an office administrative coordinator. In this role, you will be responsible for the smooth operation of the office. The goal is to support the managing director in completing the administrative duties required by the financial services advisors so they can focus on sales. Having an eye for detail and being mindful of...