Website: www.cindybourypwm.ca Email: cindybourypwm@raymondjames.ca Phone: 604-855-0654 Address: Unit 200 -2881 Garden Street, Abbotsford, BC, V2T 4X1 Facebook: www.facebook.com/cindybourypwm ...
Raymondjames
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Website: www.cindybourypwm.ca Email: cindybourypwm@raymondjames.ca Phone: 604-855-0654 Address: Unit 200 -2881 Garden Street, Abbotsford, BC, V2T 4X1 Facebook: www.facebook.com/cindybourypwm ...
Equity Research Associate Intern
Vancouver, BC · On-site
CA$50K - CA$60K/yr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
Equity Research Associate Intern
Vancouver, BC · On-site
CA$50K - CA$60K/yr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
Equity Research Associate Intern
Toronto, ON · On-site
CA$50K - CA$60K/yr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
Equity Research Associate Intern
Toronto, ON · On-site
CA$50K - CA$60K/yr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
Tracy.Theemes@RaymondJames.ca 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 ...
Tracy.Theemes@RaymondJames.ca 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 ...
Mission Wealth Advisors | Raymond James Ltd. #400 - 320 23 Ave SW Calgary, AB T2S 0J2 missionwealthadvisors@raymondjames.ca We require applicants to complete a background verification process prior ...
Mission Wealth Advisors | Raymond James Ltd. #400 - 320 23 Ave SW Calgary, AB T2S 0J2 missionwealthadvisors@raymondjames.ca We require applicants to complete a background verification process prior ...
S7H 0T3 Email: todd.yuzdepski@raymondjames.ca Phone: 306 242 PLAN (7526) To be considered for employment candidates will be required to provide proof of citizenship, permanent residency or ...
S7H 0T3 Email: todd.yuzdepski@raymondjames.ca Phone: 306 242 PLAN (7526) To be considered for employment candidates will be required to provide proof of citizenship, permanent residency or ...
Mutual Funds Associate - 12 Month Contract
CA$50K - CA$60K/yr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
Mutual Funds Associate - 12 Month Contract
CA$50K - CA$60K/yr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
Analyst, Endpoint Management (Intern - Summer 2026)
CA$20 - CA$23/hr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
Analyst, Endpoint Management (Intern - Summer 2026)
CA$20 - CA$23/hr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
Receptionist / Branch Assistant
CA$45K - CA$50K/yr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
Receptionist / Branch Assistant
CA$45K - CA$50K/yr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
May@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 ...
May@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 ...
Summary The Corporate Action Associate plays a critical role in managing and processing complex corporate action events within the financial services industry. This position is responsible for ...
Summary The Corporate Action Associate plays a critical role in managing and processing complex corporate action events within the financial services industry. This position is responsible for ...
Summary Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training or certification to administer personal trust accounts of varying ...
Summary Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training or certification to administer personal trust accounts of varying ...
Summary Under general supervision, uses knowledge and skills obtained through experience and training to support Finance department initiatives, operational improvement efforts, AI enablement ...
Summary Under general supervision, uses knowledge and skills obtained through experience and training to support Finance department initiatives, operational improvement efforts, AI enablement ...
Client Service Associate-Miami, FL (Bilingual Requirement)
Miami, FL · On-site
$13.75 - $19.25/hr
Summary Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established ...
Client Service Associate-Miami, FL (Bilingual Requirement)
Miami, FL · On-site
$13.75 - $19.25/hr
Summary Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established ...
Summary Raymond James is seeking a strategic and results-driven Director, Technology - HR Systems (Workday) to lead the vision, execution, and continuous transformation of our HR and Payroll ...
Summary Raymond James is seeking a strategic and results-driven Director, Technology - HR Systems (Workday) to lead the vision, execution, and continuous transformation of our HR and Payroll ...
Summary The AI Business Engineer supports the adoption and effective use of generative AI across the Investment Bank and Capital Markets & Advisory functions by designing, building, and improving AI ...
Summary The AI Business Engineer supports the adoption and effective use of generative AI across the Investment Bank and Capital Markets & Advisory functions by designing, building, and improving AI ...
Summary Supports the One Insurance Solution Team by assisting with sales efforts, advisor outreach, and client service. Collaborates with team members to drive insurance product adoption and ...
Summary Supports the One Insurance Solution Team by assisting with sales efforts, advisor outreach, and client service. Collaborates with team members to drive insurance product adoption and ...
Summary Analyzes and monitors the organization's cyber security measures; responds to actual penetration attempts by malicious hackers. This position follows our hybrid workstyle policy: Expected to ...
Summary Analyzes and monitors the organization's cyber security measures; responds to actual penetration attempts by malicious hackers. This position follows our hybrid workstyle policy: Expected to ...
Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email ...
Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email ...
Summary Under branch manager direction manage the overall operational efficiency of the branch office. Directs day to day operational functions, ensuring compliance with firm and regulatory policies ...
Summary Under branch manager direction manage the overall operational efficiency of the branch office. Directs day to day operational functions, ensuring compliance with firm and regulatory policies ...
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Full-time
Posted 4 days ago
Raymond James rating
8.0
Based on 68 frontline employees who took The Breakroom Quiz
71st of 146 rated financial services
Job description
Cindy Boury Private Wealth Management of Raymond James Ltd. is seeking a full-time Administrative Assistant to work in our Garden Court branch office in Abbotsford BC.
Raymond James is one of Canada's leading full-service independent investment dealers, offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Cindy Boury Private Wealth Management is an independent branch of Raymond James Ltd. Check us out on Facebook: www.facebook.com/cindybourypwm/ or our website: www.cindybourypwm.ca
The primary role of the Administrative Assistant is to support a team of financial advisors. The Administrator is responsible for client service, preparing for meetings, processing paperwork and servicing client requests. This is a great work environment, which supports personal career growth and team work.
Your hours of work will be 8:30 AM - 4:30 PM Monday to Friday. The position is available immediately.
Specifically, you will:
Support clients' general day-to-day administrative duties in a timely and confidential manner.
Assist and support the team with paperwork and reporting, manage head office correspondence, and facilitate the account opening process for new clients.
Answer client phone calls and respond to general inquiries on the phone or in person.
Maintain Financial Advisor files, update accounts and other general office duties.
Process and follow-up on security transactions and transfers.
Support client relationships by liaising with clients, respond to requests and proactive problem solving.
Ensure all paperwork is completed correctly and in adherence to regulatory requirements.
Perform project-based work and a variety of routine office duties as required.
Other duties as assigned.
To qualify for this opportunity, you possess:
Excellent verbal and written communication skills.
Proficiency with Microsoft Office (Excel, Word, PowerPoint & Outlook), and CRM experience is an asset.
Meticulous attention to detail.
The ability to work within tight deadlines.
The ability to work both independently and in a team environment and demonstrate a professional manner.
Outstanding customer service skills.
The ability to handle confidential information.
Strong organizational and problem-solving skills.
Ability to manage your own time and be a self-starter on given tasks.
A dependable, responsible nature.
Desired Skills (but not required):
Experience in the financial investment industry.
Previous experience in a Financial Administrative position.
Experience with the Dataphile program and/or CRM software.
This is a permanent full-time position. Compensation will be discussed based on experience and qualifications.
To apply, please email a cover letter, resume and hourly wage expectation, quoting the position to:
cindybourypwm@raymondjames.ca
We thank all candidates for their interest, only those under consideration will be contacted.
Cindy Boury Private Wealth Management of Raymond James Ltd.
Website: www.cindybourypwm.ca
Email: cindybourypwm@raymondjames.ca
Phone: 604-855-0654
Address: Unit 200 -2881 Garden Street, Abbotsford, BC, V2T 4X1
Facebook:www.facebook.com/cindybourypwm/
LinkedIn: www.linkedin.com/feed/
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