Business Development Assistant - 12 Month Contract

Job Description - Business Development Assistant - 12 Month Contract (2600572)

Business Development Assistant - 12 Month Contract
-2600572

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 products and services to Canadians seeking customized solutions to their wealth management needs.

Business Development Assistant - 12 Month Contract

How does the role impact the organization?

The Business Development Assistant plays a key role in supporting the day-to-day operations of a growing financial advisory practice while helping deliver an exceptional client experience. This position supports the Financial Advisor through strong administrative coordination, accurate account processing, effective workflow management, and professional client service. As operational responsibilities are mastered, the role expands to include increasing ownership of client communications, marketing initiatives, client engagement programs, and event coordination.

The ideal candidate is highly organized, proactive, accountable, and capable of managing multiple priorities with accuracy, efficiency, and attention to detail. This role offers a clear growth path from operational support to broader responsibility for client experience and marketing initiatives.

What will your role be responsible for?

Administrative Support

Prepare and process account documentation, including new account openings, transfers, contributions, withdrawals, and account updates;
Maintain and update client account records, ensuring information remains accurate, current, and complete;
Track and follow up on submitted paperwork with head office, fund companies, and third parties to ensure timely completion;
Support Know Your Client updates and maintain compliance documentation in accordance with established guidelines;
Manage document collection, digital filing, scanning, and record retention processes;
Maintain workflow systems and CRM records to ensure client activities, deadlines, and outstanding items are accurately tracked;
Coordinate advisor calendars, schedule client meetings, prepare meeting materials, and facilitate client communications; and
Proactively identify operational inefficiencies and contribute to process improvements that enhance team effectiveness.
Marketing and Content Management

Manage the Client Engagement Profile program, including collection, analysis, and CRM integration;
Coordinate client events, including planning, logistics, invitations, and follow-up;
Prepare and distribute client newsletters, updates, announcements, and event communications;
Maintain social media content, website updates, and marketing materials in accordance with compliance requirements;
Track engagement, attendance, and response metrics and report on marketing effectiveness;
Support client segmentation and targeted communication strategies;
Coordinate client appreciation initiatives, milestone recognition, and welcome activities; and
Identify and track referral and business development opportunities.
What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

Proficient in Microsoft Office with a willingness and ability to learn new applications;
Verbal, written and interpersonal communication with both clients and colleagues;
Adept in problem-solving;
Demonstrate flexibility and adaptability to a dynamic and fast-paced environment;
Excellent attention to detail;
Take initiative to get things done with minimal supervision/direction; and
The ability to prioritize, multitask, work within time constraints and follow-up.

Education and Experience

Post-secondary education in Business Administration; and
Experience with Dataphile is an asset.

Licenses and Certifications

Investment Representative licensing is an asset.

We encourage our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm