Financial Advisor Assistant

3 days ago

Vancouver, Canada Raymond James Financial, Inc. Full time

2500190

Raymond James Independent Financial Services is seeking a full-time Financial Advisor Assistant to work in our North Vancouver Office. Raymond James Ltd. is one of Canada’s leading independent investment dealers, offering high quality investment services to Canadians seeking customized solutions to their wealth management needs.

**Responsibilities**:

- Account documentation management.
- Calendar management
- Account openings - confirming with the client, following through with signatures, and processing with back office.
- Ensuring all clients’ accounts are up to date.
- Client communication - daily, by telephone and written communication.
- Liaising with corporate back office to complete client inquiries and requests.
- Anticipating and identifying potential complications and finding appropriate solutions.

Qualifications:

- Preferably 2-3 years of professional work experience in a related role, sales or hospitality.
- Excellent communication skills
- Attention to detail.
- Superior interpersonal skills with both clients and colleagues.
- High level of professionalism.
- Ability to prioritize, multitask, work within time constraints and follow-up.
- Excellent telephone demeanor.
- Ability to learn quickly and make sound, timely decisions.
- Able to present a polished appearance in a business formal environment.

Salary Range: $40,000-$75,000 (based on Education, Work Experience, etc.) Plus competitive performance bonuses/incentives.

If you are interested in joining our team, please submit your cover letter and resume and cover letter, quoting the position by 07/01/2025 to:
Chris Mills
Raymond James Ltd
120 Lonsdale Ave
Phone number: 604 833 7821

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.

**Job** Wealth management

**Primary Location** CA-BC-North Vancouver

**Organization** PCG IFS

**Schedule** Full-time

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