Senior Wealth Advisor Support

7 days ago


Toronto, Ontario, Canada Raymond James Financial Full time

Raymond James is a leading investment dealer that provides high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

We are seeking a highly motivated and organized Senior Financial Advisor Support to join our team.

Key Responsibilities:

  • Administrative Support: Provide administrative support to senior advisors, including scheduling appointments, preparing correspondence, and maintaining accurate records.
  • Investment Research: Conduct research on investment products and services, including mutual funds, ETFs, and GICs.
  • Client Communication: Assist in communicating with clients, including written reports, phone calls, and in-person meetings.

Requirements:

  • Education: University degree with finance exposure or related field.
  • Experience: Minimum 2-5 years' experience in the investment and/or financial services industry.
  • Licenses/Certifications: CIRO licensed; CIM/CFP designations would be an asset.

What We Offer:

  • A supportive and dynamic work environment.
  • Ongoing training and professional development opportunities.
  • A competitive compensation and benefits package.


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