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Client Lead - Wealth Advisory

Job in Markham, Ontario, Canada
Listing for: Raymond James Financial
Full Time position
Listed on 2026-02-14
Job specializations:
  • Finance & Banking
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Client Experience Lead - Wealth Advisory
A financial services firm is seeking a Client Service Specialist in Markham, Canada. The role is crucial in assisting the advisor by managing front-desk operations and administrative duties. The ideal candidate will have 1-3 years of experience in financial services administration and will possess exceptional organizational skills, communication proficiencies, and proficiency in Microsoft Office. This position offers competitive salary, benefits, and opportunities for career growth.
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