Investment Advisor Associate

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.

Senior Financial Advisor Assistant

How does the role impact the organization?

The primary role of the Senior Financial Advisor Assistant is to support our Senior Portfolio Managers and their associates by ensuring the business is managed efficiently and effectively. The position is responsible for entering client trades, servicing client requests and ensuring client paperwork is up to date and accurate. The Advisor should be able to rely on the Assistant to function responsibly and independently. The successful candidate must be client-service driven, self‑motivated, and love to interact with clients.

This i...