Job Description
Raymond James Independent Financial Services is seeking a Senior Wealth Advisor Assistant to work in our Downtown Toronto Office. Raymond James Ltd. is one of Canada’s leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. The Bowes Wealth Management team delivers discretionary and non-discretionary portfolio management with integrated cross-border expertise, including the management of U.S. retirement plans for Canada–U.S. clients. As a high-performing, multi-advisor team based in Toronto’s Queens Quay, we serve high-net-worth families, business owners, and institutional relationships with disciplined, goals‑based wealth management. This is a hybrid position, with 4 days a week in‑office.
We are seeking an experienced, proactive, and highly organized individual to join our wealth management branch. This is a senior team administrator and operational role sup...