Share feedback - DM or email [email protected]
© 2026 Hirebase. All rights reserved.
Job description
The Investment Advisor Assistant role is a key member of the team, responsible for preparing and reviewing reports, processing security transactions, handling client communications, and maintaining financial advisor files.
Company
Finance
Raymond James Ltd., the Canadian subsidiary of the NYSE-listed Raymond James Financial, Inc., provides comprehensive investment, financial planning, estate planning, trust, and insurance services to individuals, institutions, and corporate issuers. Leveraging a legacy that dates back to 1962 and the 2000 acquisition of Goepel McDermid, the firm expanded further in 2016 by acquiring 3Macs, bringing 72 advisors and over CAD 6 billion in assets under management and establishing it as Canada’s largest independent investment dealer. The firm is a member of the Canadian Investor Protection Fund and emphasizes a client-centric, diverse culture that values unique perspectives to drive innovation and collaboration. Its long-standing reputation and commitment to personalized service set it apart in Canada’s financial services industry.
Keep exploring
Sign in to see similar jobs
Create a free account to discover roles related to this posting.