Financial Advisor Assistant, Kelowna

Financial Advisor Assistant Are you looking to grow your career in the Investment industry? Plena Wealth of Raymond James Ltd. is looking for a top-quality Financial Advisor Assistant who can provide outstanding team support through their expertise, hard work, and dedication. This is a supportive, driven top-tiered team offering career growth opportunities, and a competitive compensation package including salary, override, and bonus potential.

Drawing on previous experience in a financial services firm, you must be a team leader, have meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills. The successful candidate must also be responsible, confident, self‑motivated, and a team player.

What will your role be responsible for?

Develop processes ensuring best practices and consistent delivery of client experience.

Review and refine service offering.

Fill in across multiple roles when needed (i.e., coverage for co‑worker absences).

Help develop team roles and define responsibilities within team.

Liaise with business managers within RJ to ensure team needs are met.

Assist with all marketing initiatives including social media (Twitter, LinkedIn), website content, client communications and marketing events.

Assist in strategizing and administering email campaigns.

Support the Financial Advisors in the growth of the overall business.

Other duties as assigned.

What can you expect from us? Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, 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?

Minimum 5 years investment industry experience;

IR Licensed or successful completion of Canadian Securities Course as well as the Conduct and Practices Handbook is preferable;

Excellent proficiency with MS Office particularly Word, Excel and Outlook;

Experience with Dataphile, Croesus and FactSet is an asset;

Excellent verbal and written communication skills;

Ability to work in a team environment and demonstrate a professional and friendly manner;

Superior customer service skills;

Meticulous attention to detail;

Self‑starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide necessary follow up;

Strong organizational skills;

Superior problem solving skills;

The ability to work within deadlines in a high‑volume, pressure‑oriented environment;

Ability to effectively handle confidential information.

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

Salary Range:

$50,000–55,000 annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James– we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people‑first culture.

The company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. To request accommodations, candidates are instructed to contact Human Resources via email at

. We may use automated or AI‑enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable.

Primary Location: CA-BC-Kelowna-Kelowna. Other Locations: CA-BC-Vancouver-Vancouver. Schedule: Full‑time.

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