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Licenses Wealth Assistant at Raymond James

Raymond James Ltd.
Location 📍 toronto, Canada
Posted 📅 May 30, 2026
Work Type ⏰ Full-time

Position Overview

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

Requirements:
• Minimum of 5 years of relevant industry experience
• Strong ...

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Job Details

Employment Type
Full-time
📊
Category
IT & Technology
🏠
Work Arrangement
On-site
📍
Location
toronto, Canada