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Licenses Wealth Assistant at Raymond James

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Raymond James Ltd.
πŸ“ toronto, Canada
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Location toronto
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Posted June 08, 2026
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Commute Local Area
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Job Description

Join Raymond James as a Licenses Wealth Assistant and make an impact in our Downtown Toronto branch. This senior administrative role focuses on supporting advisors and ensuring exceptional client service in a hybrid work setting.

As a Senior Branch Administrator, you will be a key player in the Bowes Wealth Management team, known for providing high-quality wealth management services. Your experience in the investment sector and your proactive nature will enable you to streamline operations and elevate client relations consistently.

Key Responsibilities:
β€’ Assist Financial Advisors and manage their administrative needs
β€’ Coordinate training and support for junior team members
β€’ Oversee accurate processing of account paperwork
β€’ Deliver top-notch client service at the front desk
β€’ Plan and execute client events and marketing efforts

Requirements:
β€’ Minimum of 5 years of relevant industry experience
β€’ Strong ...

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πŸ“ Location Details

πŸŒ†
City
toronto
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Country
Canada
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Commute
Local Area

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