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About the Role

This is a broad, hands-on client service and administrative role supporting Financial Advisors, Portfolio Managers, and the broader branch team. The role offers the opportunity to take ownership of recurring processes and become an important part of the practice. We are looking for someone dependable, detail-oriented, proactive, and comfortable working in a fast-paced wealth management environment.

Responsibilities

Provide professional, responsive, and client-focused service by phone, email, and in person.
Handle day-to-day client requests, inquiries, and follow-up items, working closely with the advisory team to ensure matters are resolved promptly.
Assist with trade-related administration and, where appropriately licensed, process trade instructions and security transactions in accordance with firm and regulatory requirements.
Schedule and confirm client meetings, manage calendars, prepare meeting materials and presentations, and help track post-meeting action items.
Draft and coordinate routine client correspondence and help maintain a polished, consistent client experience across all touchpoints.
Support new account openings, account updates, KYC documentation, beneficiary changes, transfers, and related paperwork.
Process and follow up on deposits, withdrawals, cheques, electronic funds transfers, journals, and other cash management-related requests.
Ensure documentation and transactions are accurate, complete, and processed in accordance with internal and regulatory requirements.
Coordinate with Raymond James head office and internal departments to resolve operational issues and follow up on outstanding items.
Support tax-season activities by coordinating tax slips, client requests, documentation for accountants and tax professionals, and related follow-up items.
Maintain accurate and up-to-date CRM records, client notes, contact information, activities, and follow-up tasks.
Use Microsoft Outlook extensively for calendars, scheduling, email management, mail merges, meeting coordination, and client communications.
Maintain advisor files and recurring administrative workflows, assist with project work, and help keep the office organized and running smoothly.
Use Dataphile and Raymond James systems effectively and demonstrate comfort learning new technology and processes.
Organize and support client events, seminars, branch events, and related follow-up activities.
Coordinate invitations, approvals, attendance tracking, materials, logistics, and post-event follow-up; occasional attendance outside regular business hours may be required.
Assist with approved marketing initiatives, email campaigns, website or social media coordination, and other client communications.

Requirements

Minimum of 2 years of industry-related experience, preferably in investment brokerage, wealth management, financial services, banking, or a similar client-service environment.
Post-secondary education, or an equivalent combination of education, training, and relevant experience.
CIRO Investment Representative (IR) licensing is preferred, or a willingness to obtain it within 6 months of hire.
Experience with account administration for registered and non-registered accounts, including RRSPs, TFSAs, corporate accounts, transfers, and client documentation.
Experience with CRM systems, digital marketing or social media tools, client events, or personal tax filing is considered an asset.
Self-motivated, detail-oriented, organized, and client-focused.
Comfortable managing multiple priorities, meeting deadlines, and working both independently and collaboratively.
Takes ownership of follow-up, communicates professionally, exercises discretion with confidential information, and looks for ways to make the team and client experience better.
Must complete a background verification process prior to commencing employment, including a credit and criminal record check.

Skills

Microsoft Office skills (Outlook, Word, Excel, PowerPoint)
Dataphile
Raymond James systems
CRM systems
Digital marketing tools
Social media tools
Written communication
Verbal communication
Client service
Organization
Problem-solving
Prioritization
Attention to detail

Location

Downtown Toronto

Work Type

Full-time
Hybrid

Experience Level

Minimum of 2 years of industry-related experience

Education Level

Post-secondary education or equivalent combination of education, training, and experience

Salary/Compensations

$60,000-$65,000 annually

Benefits

Additional compensation, benefits, or incentive opportunities may be available.

About the Company

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.
Bowes Wealth Management is a collaborative, multi-advisor team based on Toronto's Queens Quay.
We run a predominantly discretionary, fee-based practice and work with a long-standing base of high-net-worth families and business owners.

Equal Opportunity

Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee.
We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above details and we will be happy to help.