Finance Canada Jobs

  • Full Time
  • Canada

Financial Advisor Assistant

Job Details

Hiring Organization Raymond James Financial
Post Name Financial Advisor Assistant
Qualification  Any Graduate
Industry  Private
Employment Type Full-Time
Work Hours 8 Hours
Salary  CAD 25 To CAD 30 Per Hour
Toronto, Ontario, Canada M4B 1B3

Job Description

Raymond James Independent Financial Services is seeking a qualified Financial Advisor Assistant to work in our Toronto office.  Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Job Duties:

  • Account documentation management;
  • Account openings – confirming with the client; following through with signatures and processing with the back office;
  • Ensuring all clients’ accounts are up-to-date;
  • Executing client trades with utmost accuracy and ensuring timely settlement;
  • Client communication – daily, by telephone and written communication;
  • Administrating account statements – monthly, by email;
  • Commission reconciliation and interest rate calculations;
  • Liaising with the corporate back office to complete client inquiries and requests;
  • Anticipating and identifying potential complications and finding appropriate solutions;
  • Depositing client cheques;
  • Monthly reporting to the team;

To Qualify for This Opportunity, You Possess The Following:

  • An undergraduate degree in Business, Accounting, and/or Finance;
  • Preferably 2-3 years of professional work experience in a related role;
  • Flexibility and adaptability to a dynamic, oftentimes fast-paced environment;
  • 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;
  • Aptitude with numbers;
  • Excellent telephone demeanor;
  • Ability to learn quickly and make sound, timely decisions;
  • Able to present a polished appearance in a business formal environment;
  • Must be already licensed or willing to complete Investment Advisor (IA) License, while working full-time (See Canadian Securities Institute);
  • Experience with Dataphile, Thomson, Bloomberg, Microsoft Office & Salesforce is an asset.
  • Bi-lingual or Multi-lingual is considered an asset;

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