Wealth Associate

Overview

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.

The Wealth Associate role involves being a self-motivated individual with exceptional administrative skills, a positive attitude, and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service.

Responsibilities

• Support clients by responding to their requests in a friendly and timely manner;
• Assist with day-to-day operations and requests, including proactively problem solving;
• Assist team with scheduling appointments, preparing for meetings, and follow-up;
• Be responsible for and support the team with paperwork, including account opening;
• Provide seamless s...