Raymond James Ltd. is the Canadian subsidiary of Raymond James Financial, Inc., one of North America’s leading independent financial services firms. Established in 1962, our parent firm became publicly traded in 1983 and is listed on the New York Stock Exchange under the ticker symbol RJF. Operating in Canada since 2001, Raymond James Ltd.’s roots extend back more than 170 years through predecessor firms that helped shape Canada’s financial landscape. In 2016, the combination of Raymond James Ltd. and 3Macs (MacDougall, MacDougall & MacTier Inc.), founded in 1849, further strengthened our private client business and helped establish Raymond James as Canada’s largest independent investment dealer. Today, we are a proudly Canadian firm providing personalized wealth solutions to individuals, families and institutions nationwide. Our client‑first philosophy is guided by four core values: putting clients first, acting with integrity, thinking long‑term and valuing independence. Our vision—to be a firm as unique as the people we serve—shapes our culture, our partnerships and how we support advisors and associates. We believe diverse perspectives, meaningful relationships and a culture of independence drive better outcomes for clients and communities alike. Raymond James Ltd. is a member of the Canadian Investor Protection Fund (CIPF).
Hybrid · Victoria
The role involves providing comprehensive administrative support to the Financial Advisor team and delivering outstanding service to clients. Responsibilities include managing paperwork, maintaining CRM software, preparing professional reports, and executing proactive social media campaigns.
Hybrid · Vancouver
The Administrative Assistant provides comprehensive support to the Financial Advisor team by managing client communications, documentation, and CRM software. They are also responsible for preparing professional reports and executing proactive social media campaigns to enhance client engagement.
On-site · Kingston
The Administrative Assistant will provide support to the Wealth Manager by managing schedules, correspondence, and conference calls. Additionally, the role involves active participation in business development initiatives and the management of social media accounts.
Hybrid · Victoria
The Administrative Assistant is responsible for managing client inquiries, scheduling appointments, and maintaining accurate CRM records. They also prepare documentation and reports while coordinating with internal teams to ensure efficient office operations.
On-site · Vancouver
The role is responsible for administering the client onboarding process and maintaining accurate client information within the CRM. Additionally, the assistant handles professional correspondence, reports, and day-to-day client service requests.