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Raymond James
Raymond James

20 Raymond James Jobs Hiring Near You

Raymond James Ltd.

Tax Consulting Manager

Toronto, ON

CA$120K - CA$140K/yr

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 ...

Raymond James Ltd.

Wealth Advisor Assistant

Montreal, QC · On-site

CA$50K - CA$55K/yr

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 ...

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Raymond James Jobs Information

What is it like to work at Raymond James?

Raymond James is a company that values a culture of independence, integrity, and client-centricity, fostering a collaborative and supportive work environment. The company's team structure is often described as flat, with a focus on open communication and a sense of community among employees, who work together to achieve a shared mission of providing financial services to individuals, corporations, and institutions. Working at Raymond James may appeal to candidates who value a dynamic and entrepreneurial work environment, with opportunities for professional growth and development in a company that prioritizes its employees' success and well-being.

What makes Raymond James an attractive place to work?

Raymond James is a well-established financial services company with a long history of stability and growth, consistently ranking among the top independent financial services companies in the United States. The company offers a collaborative and innovative work environment, with opportunities for professional development and a range of benefits and resources to support employees' career advancement. Joining Raymond James can provide individuals with a chance to make a meaningful impact in the financial services industry, while also enjoying opportunities for growth, learning, and advancement in a dynamic and supportive work environment.

Do workers at Raymond James get paid breaks?

Sometimes. Only some people get paid breaks.
40% of people say they don’t get paid breaks.
Based on data from 43 people who took the Breakroom Quiz between November 2024 and March 2026.

Does Raymond James pay people when they’re sick?

Yes. Most people get paid when they’re sick.
89% of people say they would get paid if they were sick but scheduled to work.
Based on data from 70 people who took the Breakroom Quiz between November 2024 and July 2026.

At Raymond James, are sick days and vacation days separate paid time off?

Only some people have separate paid time off for sick days and vacation.
47% of people say they have to use vacation days when they’re out sick.
Based on data from 32 people who took the Breakroom Quiz between May 2025 and July 2026.

Is the health insurance from Raymond James affordable enough for their workers?

Most people say the health insurance costs are okay.
88% of people say the health insurance costs are okay
Based on data from 32 people who took the Breakroom Quiz between March 2025 and July 2026.

Do people get paid time off at Raymond James?

Most people get paid time off work.
91% of people say they get paid time off.
Based on data from 35 people who took the Breakroom Quiz between May 2025 and July 2026.

How far ahead of time do people find out their work schedule?

Only some people find out their schedule four weeks ahead of time.
  • 43% of people with changing schedules find out their shifts one week or less ahead of time.
  • 14% of people with changing schedules find out their shifts two weeks ahead of time.
  • 0% of people with changing schedules find out their shifts three weeks ahead of time.
  • 43% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 7 people who took the Breakroom Quiz between January 2025 and March 2026.

Do workers at Raymond James worry about hours?

Most people don’t worry about getting enough hours.
87% of people report they don’t worry about getting enough hours.
Based on data from 38 people who took the Breakroom Quiz between November 2024 and March 2026.

Do Raymond James workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
43% report that they don’t have enough control over which shifts they work.
Based on data from 28 people who took the Breakroom Quiz between December 2024 and March 2026.

How easy is it for Raymond James workers to change shifts?

Most people find it easy to change shifts.
75% of people report that it’s easy to change shifts if they need to.
Based on data from 24 people who took the Breakroom Quiz between December 2024 and March 2026.

How easy is it to get time off at Raymond James?

Most people find it easy to get time off.
77% of people report it’s easy to get time off.
Based on data from 64 people who took the Breakroom Quiz between November 2024 and July 2026.

Do Raymond James managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
97% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 39 people who took the Breakroom Quiz between November 2024 and March 2026.

Do jobs at Raymond James spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
11% of people report that their job takes up time that they don’t get paid for.
Based on data from 37 people who took the Breakroom Quiz between November 2024 and March 2026.

How easy is it to take sick days at Raymond James?

Most people find it easy to take sick days.
85% of people report that it’s easy to take time off if they are sick.
Based on data from 68 people who took the Breakroom Quiz between November 2024 and July 2026.

Is a Raymond James job good for students?

Most students say this is a good place to work if you’re studying.
100% of students report this is a good place to work if you’re studying.
Based on data from 5 people who took the Breakroom Quiz between December 2024 and March 2026.

Is working at Raymond James good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
68% of people who care for a child or other relative report this is a good place to work.
Based on data from 25 people who took the Breakroom Quiz between December 2024 and July 2026.

Do people at Raymond James feel treated with respect by their managers?

Most people feel treated with respect by their managers.
86% of people say they’re treated with respect by their managers.
Based on data from 64 people who took the Breakroom Quiz between November 2024 and July 2026.

Do people at Raymond James get to take their breaks without interruption?

Most people get breaks without interruption.
72% of people report that they get to take their breaks without interruption.
Based on data from 36 people who took the Breakroom Quiz between March 2025 and March 2026.

Is it stressful to work at Raymond James?

Most people feel stressed out here.
69% of people say they often feel stressed out at work.
Based on data from 64 people who took the Breakroom Quiz between November 2024 and July 2026.

Do people at Raymond James enjoy their jobs?

Most people enjoy their job.
69% of people report they enjoy their job.
Based on data from 32 people who took the Breakroom Quiz between March 2025 and March 2026.

Do people at Raymond James recommend working with their team?

Only some people recommend working with their team.
49% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 71 people who took the Breakroom Quiz between November 2024 and July 2026.

Do people get enough training when they start at Raymond James?

Some people didn’t get enough training when they started.
36% of people report they didn’t get enough training when they started working here.
Based on data from 67 people who took the Breakroom Quiz between November 2024 and July 2026.

Do people get support to advance at Raymond James?

Only some people are given support to advance their career here.
In the last year, 34% of people report not being given support to advance their career here.
Based on data from 59 people who took the Breakroom Quiz between November 2024 and July 2026.

Do people think Raymond James’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
69% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 64 people who took the Breakroom Quiz between December 2024 and July 2026.

Do workers feel well informed about how Raymond James is doing?

Most people feel well informed about how the company is doing.
81% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 62 people who took the Breakroom Quiz between November 2024 and July 2026.
What are the most popular titles at Raymond James?
What are the most popular cities for Raymond James jobs?
What are the most popular states for Raymond James jobs?
What are the most popular job types at Raymond James?
What are the most popular categories at Raymond James?
Infographic showing various job openings at Raymond James in the United States as of August 2026, with employment types broken down into 97% Full Time, and 3% Part Time. Highlights an 87% Physical, and 13% Hybrid job distribution.

Client Service Assistant

Raymond James Ltd.

Vancouver, BC

Full-time

PTO

Posted 7 days ago

Raymond James rating

7.5

Company rating: 7.5 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

116th of 150 rated financial services

Job description

Client Service Assistant 

Weinmar Wealth - Raymond James Ltd., Vancouver, BC

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is one of Canada's leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized wealth management solutions.

Raymond James Independent Financial Services is seeking a Client Service Assistant to join the Weinmar Wealth - Raymond James Ltd. office in Vancouver.

Role Overview

The Client Service Assistant at Weinmar Wealth is a key operational and client service professional who helps ensure the team delivers exceptional client experiences, maintains operational excellence, and continuously improves internal processes. This role requires a high-capacity individual who thrives in a fast-paced wealth-management environment, demonstrates a high level of accuracy, and leverages modern productivity tools, including emerging Generative AI (GenAI) technologies, to enhance efficiency, communication, and client experience.

Weinmar Wealth of Raymond James Ltd. is seeking an exceptional Client Service Assistant who will provide outstanding support to our team through their expertise, dedication, and commitment to client service. This role is an excellent opportunity for a junior candidate or someone eager to learn, develop their skills, take on new challenges, and grow their career as part of a supportive and collaborative team.


What is the position responsible for?

Client Experience & Front-Office Operations

  • Client Interaction - Manage incoming calls, greet clients and guests, and maintain a polished and professional office environment.
  • Meeting Coordination - Schedule client and internal meetings, manage calendars, and ensure seamless logistics.
  • Client Onboarding - Support client onboarding activities, gather required documentation, and ensure adherence to applicable CIRO and firm requirements.

Operational Administration & Documentation

  • Document Management - Prepare professional correspondence, reports, and client materials, and track documentation as required.
  • CRM Quality Control - Maintain CRM accuracy, conduct periodic data reviews, and ensure all client information is current and compliant.

Marketing, Digital Support & Events

  • Social Media Support - Assist with content preparation, posting schedules, and messaging aligned with Raymond James' branding standards.
  • Event Coordination - Support planning and execution of client events, seminars, and community initiatives.
  • Website Updates - Maintain basic website content and coordinate updates with internal or external partners.

GenAI & Modern Productivity Tools

The successful candidate will demonstrate the ability to use approved and secure GenAI tools responsibly and effectively to enhance productivity, including:

  • AI-Assisted Drafting - Using approved and secure GenAI tools to draft emails, summarize documents, prepare meeting notes, and generate first-pass versions of reports.
  • AI-Enhanced Research - Leveraging approved and secure AI tools to gather background information, compare data, or prepare briefing materials.
  • Workflow Automation - Applying approved and secure AI-powered tools to streamline repetitive tasks, such as formatting documents, organizing data, and creating templates.
  • Responsible AI Use - Understanding privacy, compliance, and data-handling expectations when using AI in a regulated financial environment.

To qualify for this opportunity, you possess:

Required Skills & Attributes

  • Meticulous attention to detail and commitment to accuracy.
  • Advanced proficiency in Microsoft Office, including Word, Excel, PowerPoint, OneNote, and Outlook, as well as modern browsers.
  • Strong organizational and problem-solving skills with the ability to manage multiple deadlines.
  • Proactive, self-directed work style with a strong sense of ownership.
  • Strong verbal and written communication skills and a collaborative, team-oriented approach.
  • Adaptability under pressure and comfort with shifting priorities.
  • Ability to learn independently, including new technologies and AI-supported workflows.

Qualifications

  • Post-secondary education in finance, business, financial planning, or wealth management is preferred.
  • Previous experience within the financial services industry or a CIRO-regulated environment is considered a strong asset.
  • CIRO Investment Representative license (or ability to obtain within 6 months).
  • U.S. licensing may be discussed depending on role scope.
  • Proficiency in English is required; additional language skills are considered an asset.


What can you expect from us?

Raymond James Ltd. values people as our most important investment. We offer a competitive compensation package and the opportunity to build a rewarding career within a firm that supports collaboration, professional development, and a client-first approach.

Work Environment & Compensation

  • Permanent full-time position.
  • A hybrid work arrangement may be available after six months, subject to business needs and management approval.
  • Full-time salary: $45,000-$48,000, plus discretionary performance bonus.
  • Comprehensive benefits, vacation, volunteer days, professional development support, and licensing reimbursement.
  • A people-first culture that values authenticity, diversity, and internal growth.


How to Apply:

If you are interested in joining our team, please submit your resume, quoting the position title, no later than August 31, 2026.

Email - Johannes.weinmar@raymondjames.ca

Address - Weinmar Wealth, Suite 330-1785 West 4th Avenue, Vancouver, BC, V6J 1M2

As a condition of employment, successful candidates will be required to complete a background verification process, which may include a credit check and a criminal record check. Employment is contingent on the satisfactory completion of a pre-employment background check.

We sincerely thank all applicants who express an interest in this role; only those being directly considered 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 details above and we will be pleased to assist.

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