Wealth Advisor Assistant

Description:

Raymond James Ltd., a leading independent investment dealer committed to providing top-tier financial and wealth management services across Canada, is seeking a Wealth Advisor Assistant to join their dynamic team in Vancouver, BC. This role is ideal for a detail-oriented, proactive, and client-focused professional who thrives in a fast-paced financial environment. The successful candidate will play a critical part in supporting Financial Advisors and ensuring the smooth operation of client accounts and administrative functions.

Key Responsibilities

• Client Support & Relationship Management: Foster and maintain strong client relationships by handling incoming calls, addressing client inquiries, and providing timely follow-ups.

• Administrative Management: Prepare, review, and process daily, monthly, and annual reports, correspondence, and documentation.

• Account Operations: Manage new client account openings, handle head office correspondence, and process security transactions and transfers accurately.

• Tax Season Coordination: Lead activities during the tax reporting period, collaborating with clients and tax professionals to provide required documentation, updates, and support.

• Marketing & Events: Assist Financial Advisors in planning and coordinating marketing events, seminars, and client meetings to promote business growth.

• Office Support: Maintain Financial Advisor files, oversee document accuracy, and perform general office duties to ensure seamless day-to-day operations.

Qualifications and Requirements

• Minimum 2 years of experience in the investment or wealth management industry.

• Post-secondary education required.

• Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) preferred.

• IR license or equivalent qualification considered an asset.

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook); experience with Dataphile, Croesus, and FactSet is an advantage.

• Strong verbal and written communication skills with meticulous attention to detail.

• Excellent organizational, multitasking, and time management abilities.

• Demonstrated professionalism, confidentiality, and strong customer service orientation.

• Ability to work effectively both independently and as part of a collaborative team in a high-volume, deadline-driven environment.

What Raymond James Offers

Raymond James values its people as its most important investment. The company provides a comprehensive and competitive compensation and benefits package, including:

• Health and wellness benefits

• RRSP matching program

• Employee stock purchase plan

• Paid time off and volunteer days

• Tuition reimbursement

• Discretionary performance bonuses

• Internal career growth opportunities

• Support for community involvement and personal development

Core Values and Culture

Raymond James fosters a people-first culture, built on integrity, diversity, and inclusion. The firm honors and values the unique backgrounds and perspectives of its associates and believes that authenticity drives excellence and innovation. Employees are encouraged to:

• Grow professionally and inspire others

• Take ownership of their work and deliver meaningful results

• Collaborate effectively with teams and clients

• Contribute to the firm’s ongoing evolution and success

Equal Opportunity Statement

Raymond James Ltd. is an Equal Opportunity Employer, making all employment decisions based on merit and business needs. The company is dedicated to ensuring equitable access for all candidates, including those requiring accommodations during the recruitment process.

For accommodation requests or questions, please contact:
📧 recruitment@raymondjames.ca