Overview
Wealth Advisor Assistant Jobs in Winnipeg, Canada at Raymond James Ltd.
Wealth Advisor Assistant
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.
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.
How does the role impact the organization?
The candidate is 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.
What will your role be responsible for?
- 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 service onboarding new clients;
- Manage incoming and outgoing phone calls and emails with clients;
- Maintain electronic files;
- Manage all necessary documentation for clients;
- Assist team during tax reporting season, liaising with tax professionals and clients;
- Help monitor insurance portals and act on any necessary client notifications;
- Assist with client account management, including cash movements and material changes;
- Assist with marketing initiatives including social media, website content, and client communication; and
- Support various office administrative duties.
What can you expect from us?
Our most important investment is in people. Upon eligibility, Raymond James Ltd offers a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.
What do we expect from you?
To qualify for this opportunity, you possess:
- Post‑secondary education;
- IR Licensed OR to be licensed within the first year;
- Excellent proficiency with MS Office particularly Word, Excel and Outlook;
- Excellent verbal and written communication skills;
- Superior customer service and interpersonal skills;
- Meticulous attention to detail;
- High level of professionalism and strong organizational skills;
- Motivated with the ability to prioritize, multitask, and work within time constraints;
- Ability to work in a fun and motivating team environment;
- Ability to demonstrate a professional and friendly manner to our clients; and
- Ability to effectively handle confidential information.
We encourage our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
Salary Range
$45,000–55,000 annually, in addition to competitive performance bonuses/incentives.
Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.
The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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Title: Wealth Advisor Assistant
Company: Raymond James Ltd.
Location: Winnipeg, Canada
Category:
