About the role
Raymond James Independent Financial Services – Strong Private Wealth is seeking a motivated and detail-oriented Administrative Assistant to join our Burlington office. Raymond James Ltd. is one of Canada’s leading independent investment dealers, providing high-quality investment products and services to both Canadians and Americans seeking personalized wealth management solutions across borders.
About The Role The ideal candidate will have at least two years of experience, preferably in a financial services firm, along with excellent communication skills and strong attention to detail. This role requires the ability to multitask, prioritize effectively, and thrive in a fast-paced, dynamic environment. The successful candidate will provide administrative support for our dual-licensed Portfolio Managers (Canada and U.S.), while also playing a key role in business development and social media management.
Key Responsibilities
- Coordinate schedules, meetings, appointments, and travel arrangements.
- Manage client emails and correspondence.
- Assist with administrative tracking and processing in collaboration with the back office.
- Schedule and facilitate conference calls and video meetings.
- Prepare and format documents, presentations, and reports.
- Conduct research and manage various projects.
- Participate in business development activities, including researching prospective clients and crafting targeted marketing campaigns.
- Oversee social media accounts, including content creation, scheduling posts, and monitoring engagement.
Qualifications & Skills
- Minimum two years of experience in an administrative role, preferably within financial services.
- Experience in business development and social media management.
- Exceptional communication skills, both written and verbal.
- Strong attention to detail and ability to multitask efficiently.
- Proficiency in Microsoft Office (Word, Excel, Outlook) and social media platforms.
- Ability to work independently, take initiative, and solve problems effectively.
- Comfortable operating in a fast-paced, dynamic environment.
Application Details
If you're interested in joining our team, please submit your resume and cover letter, quoting the position, by July 31, 2025, to:
Karen Salisbury
karen.salisbury@raymondjames.ca
Strong Private Wealth – Raymond James Ltd.
5500 North Service Road, Suite 805
Burlington, Ontario
L7L 6W6
Employment Verification & Accessibility Commitment
All applicants must complete a background verification process before beginning employment with the company, which includes, but is not limited to, a credit check and criminal record check.
We appreciate the interest of all candidates. However, only those selected for further consideration will be contacted.
At Raymond James Ltd., we value a diverse workforce and recognize the unique skills and contributions of each employee. We are committed to ensuring accessibility throughout all stages of the recruitment process. If you require accommodations, please reach out using the contact information provided above. We will be happy to assist you.
Qualifications & Skills
- Minimum two years of experience in an administrative role, preferably within financial services.
- Experience in business development and social media management.
- Exceptional communication skills, both written and verbal.
- Strong attention to detail and ability to multitask efficiently.
- Proficiency in Microsoft Office (Word, Excel, Outlook) and social media platforms.
- Ability to work independently, take initiative, and solve problems effectively.
- Comfortable operating in a fast-paced, dynamic environment.
Application Details
If you're interested in joining our team, please submit your resume and cover letter, quoting the position, by July 31, 2025, to:
Karen Salisbury
karen.salisbury@raymondjames.ca
Strong Private Wealth – Raymond James Ltd.
5500 North Service Road, Suite 805
Burlington, Ontario
L7L 6W6
Employment Verification & Accessibility Commitment
All applicants must complete a background verification process before beginning employment with the company, which includes, but is not limited to, a credit check and criminal record check.
We appreciate the interest of all candidates. However, only those selected for further consideration will be contacted.
At Raymond James Ltd., we value a diverse workforce and recognize the unique skills and contributions of each employee. We are committed to ensuring accessibility throughout all stages of the recruitment process. If you require accommodations, please reach out using the contact information provided above. We will be happy to assist you.
Job Wealth management
Primary Location CA-ON-Burlington-Burlington
Organization PCG IFS
Schedule Full-time
About Raymond James Ltd.
Raymond James Ltd., the Canadian subsidiary of Raymond James Financial, Inc., has a rich history dating back to its establishment in 1962. Our parent company, which went public in 1983, is listed on the New York Stock Exchange under the ticker symbol RJF.
In 2000, Raymond James Financial, Inc. acquired Goepel McDermid Inc., subsequently rebranding it as Raymond James Ltd. Our legacy companies have been serving Canadian investors for nearly eight decades.
In 2016, Raymond James Ltd. further expanded its reach by acquiring 3Macs (MacDougall, MacDougall & MacTier Inc.), a distinguished investment firm founded in 1849, predating Canada’s Confederation. This acquisition significantly bolstered our private client business, integrating 72 advisors and over CAD 6 billion in client assets, thereby establishing the combined entity as Canada’s largest independent investment dealer.
Raymond James Ltd. is proud to be a member the Canadian Investor Protection Fund (CIPF).
Our vision – to be a firm as unique as the people we serve – guides us as we work to gain an even deeper understanding of what makes each of us unique and of what unites us. This principle guides our business at every level, including how we attract talented people and support their personal goals and professional development. When we welcome and embrace diverse experiences, perspectives and points of view in the workplace, it leads to more innovation, creativity and collaboration.
About the role
Raymond James Independent Financial Services – Strong Private Wealth is seeking a motivated and detail-oriented Administrative Assistant to join our Burlington office. Raymond James Ltd. is one of Canada’s leading independent investment dealers, providing high-quality investment products and services to both Canadians and Americans seeking personalized wealth management solutions across borders.
About The Role The ideal candidate will have at least two years of experience, preferably in a financial services firm, along with excellent communication skills and strong attention to detail. This role requires the ability to multitask, prioritize effectively, and thrive in a fast-paced, dynamic environment. The successful candidate will provide administrative support for our dual-licensed Portfolio Managers (Canada and U.S.), while also playing a key role in business development and social media management.
Key Responsibilities
- Coordinate schedules, meetings, appointments, and travel arrangements.
- Manage client emails and correspondence.
- Assist with administrative tracking and processing in collaboration with the back office.
- Schedule and facilitate conference calls and video meetings.
- Prepare and format documents, presentations, and reports.
- Conduct research and manage various projects.
- Participate in business development activities, including researching prospective clients and crafting targeted marketing campaigns.
- Oversee social media accounts, including content creation, scheduling posts, and monitoring engagement.
Qualifications & Skills
- Minimum two years of experience in an administrative role, preferably within financial services.
- Experience in business development and social media management.
- Exceptional communication skills, both written and verbal.
- Strong attention to detail and ability to multitask efficiently.
- Proficiency in Microsoft Office (Word, Excel, Outlook) and social media platforms.
- Ability to work independently, take initiative, and solve problems effectively.
- Comfortable operating in a fast-paced, dynamic environment.
Application Details
If you're interested in joining our team, please submit your resume and cover letter, quoting the position, by July 31, 2025, to:
Karen Salisbury
karen.salisbury@raymondjames.ca
Strong Private Wealth – Raymond James Ltd.
5500 North Service Road, Suite 805
Burlington, Ontario
L7L 6W6
Employment Verification & Accessibility Commitment
All applicants must complete a background verification process before beginning employment with the company, which includes, but is not limited to, a credit check and criminal record check.
We appreciate the interest of all candidates. However, only those selected for further consideration will be contacted.
At Raymond James Ltd., we value a diverse workforce and recognize the unique skills and contributions of each employee. We are committed to ensuring accessibility throughout all stages of the recruitment process. If you require accommodations, please reach out using the contact information provided above. We will be happy to assist you.
Qualifications & Skills
- Minimum two years of experience in an administrative role, preferably within financial services.
- Experience in business development and social media management.
- Exceptional communication skills, both written and verbal.
- Strong attention to detail and ability to multitask efficiently.
- Proficiency in Microsoft Office (Word, Excel, Outlook) and social media platforms.
- Ability to work independently, take initiative, and solve problems effectively.
- Comfortable operating in a fast-paced, dynamic environment.
Application Details
If you're interested in joining our team, please submit your resume and cover letter, quoting the position, by July 31, 2025, to:
Karen Salisbury
karen.salisbury@raymondjames.ca
Strong Private Wealth – Raymond James Ltd.
5500 North Service Road, Suite 805
Burlington, Ontario
L7L 6W6
Employment Verification & Accessibility Commitment
All applicants must complete a background verification process before beginning employment with the company, which includes, but is not limited to, a credit check and criminal record check.
We appreciate the interest of all candidates. However, only those selected for further consideration will be contacted.
At Raymond James Ltd., we value a diverse workforce and recognize the unique skills and contributions of each employee. We are committed to ensuring accessibility throughout all stages of the recruitment process. If you require accommodations, please reach out using the contact information provided above. We will be happy to assist you.
Job Wealth management
Primary Location CA-ON-Burlington-Burlington
Organization PCG IFS
Schedule Full-time
About Raymond James Ltd.
Raymond James Ltd., the Canadian subsidiary of Raymond James Financial, Inc., has a rich history dating back to its establishment in 1962. Our parent company, which went public in 1983, is listed on the New York Stock Exchange under the ticker symbol RJF.
In 2000, Raymond James Financial, Inc. acquired Goepel McDermid Inc., subsequently rebranding it as Raymond James Ltd. Our legacy companies have been serving Canadian investors for nearly eight decades.
In 2016, Raymond James Ltd. further expanded its reach by acquiring 3Macs (MacDougall, MacDougall & MacTier Inc.), a distinguished investment firm founded in 1849, predating Canada’s Confederation. This acquisition significantly bolstered our private client business, integrating 72 advisors and over CAD 6 billion in client assets, thereby establishing the combined entity as Canada’s largest independent investment dealer.
Raymond James Ltd. is proud to be a member the Canadian Investor Protection Fund (CIPF).
Our vision – to be a firm as unique as the people we serve – guides us as we work to gain an even deeper understanding of what makes each of us unique and of what unites us. This principle guides our business at every level, including how we attract talented people and support their personal goals and professional development. When we welcome and embrace diverse experiences, perspectives and points of view in the workplace, it leads to more innovation, creativity and collaboration.