Peak Horizon Wealth of Raymond James Independent Financial Services is seeking a Wealth Advisor Administrative Assistant to work in our Markham 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.

Peak Horizon Wealth of Raymond James Ltd. is looking for a detail-oriented individual to join our team as a Wealth Advisor Administrative Assistant. Attention to detail is a must. You are focused on doing the right thing the first time. Accuracy of transactions is critical. We are looking to work with an individual who is proactive and takes ownership of their role. You must be reliable and dependable, self-starter working independently as well as collaboratively as a valuable member of our team. Our business is growing rapidly so there will be opportunities for growth over time, should you wish to advance your career.

The ideal candidate will have a minimum of two years of experience in a similar role and industry, as well as excellent communication skills, attention to detail, and the ability to handle multiple tasks and prioritize effectively. The candidate should also be comfortable working in a fast-paced, dynamic environment and be able to adapt to changing needs and priorities. The successful candidate will provide administrative support to the Senior Wealth Manager, while also playing a key role in business development and social media management.

Key Responsibilities:

• Manage schedules, including coordinating meetings and appointments, and making travel arrangements.
• Handle emails and correspondence, including managing the founder's email inbox and responding to emails as needed.
• Coordinate and schedule conference calls and video meetings.
• Handle expenses, including managing expense reports and reconciling company credit card statements.
• Perform other administrative tasks as needed, such as drafting documents and presentations, and conducting research.
• Participate in Business Development activities such as researching potential clients and creating targeted marketing campaigns.
• Manage social media accounts, create and schedule posts, monitor engagement, and analytics.
• Create and curate content for the agency’s various social media accounts.
• Be proactive self-starter with a ‘can do’ attitude and the desire to take ownership of their position.
• Prepare client portfolio reports and account activities for client meetings.
• Act as team lead during tax reporting season, liaising with tax professionals & clients to provide details, slips and updates as required.
• Provide support to both the Manager and clients’ day-to-day requests, and other general office duties as required, such as telephone invoices & office expenses.
• Manage all client documentation and ensure client document deficiencies in a timely, efficient and effective manner.

Position Requirements:

• 2+ years of previous experience in a similar role
• Experience in business development and social media management
• Excellent communication skills, both written and verbal
• Strong attention to detail and ability to multitask.
• Proficiency in Microsoft Office Suite, CRM tool, and social media platforms
• Ability to work independently and take initiative.
• Comfortable working in a fast-paced, dynamic environment
• Post-Secondary education
• A successful completion of CSC (Canadian Securities Course) is a bonus.

This position offers competitive base pay plus bonus, extended health benefits, paid vacation and sick leave commensurate with experience.

If you would like a challenging and rewarding opportunity in financial services, please send your resume and cover letter, quoting the position by 07/31/2025 to:

Karim Halani

Peak Horizon Wealth of Raymond James

8500 Leslie St., Suite 450

647-557-5580

peakhorizonwealth@raymondjames.ca

We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check.

We thank all candidates for their interest and advise that only those under consideration will be contacted.

Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above details and we will be happy to help.

Job Wealth management

Primary Location CA-ON-Markham-Markham

Organization PCG IFS

Schedule Full-time