About Us
Strong Private Wealth of Raymond James Ltd. is a boutique wealth management practice in Burlington, Ontario. Guided by our philosophy, Life Well Invested®, we deliver disciplined financial advice and a high-touch client experience within the regulatory framework of Raymond James Ltd. and CIRO standards.

https://www.strongprivatewealth.com/

The Role
We are seeking a professional, detail-oriented Client Services Coordinator to support our advisory team and ensure seamless daily operations.
This role combines client service, account administration, compliance support, and of-fice coordination in a fast-paced wealth management environment.

Key Responsibilities
• Serve as first point of contact for clients (in person, phone, email)
• Schedule meetings and coordinate client communications
• Process EFTs, wires, and other client transactions
• Assist with new account openings and updates through Raymond James systems
• Review documentation for accuracy and regulatory compliance
• Maintain organized client files and records
• Support daily office operations and workflow efficiency

Qualifications
• Minimum 2 years administrative experience
• Wealth management or CIRO-regulated experience strongly preferred
• IR or RR registration considered an asset
• Knowledge of investment products and compliance processes
• Strong attention to detail and confidentiality
• Excellent communication and organizational skills
• Proficiency in Microsoft 365
• Ability to work full-time, in-office

Compensation & Benefits
Base salary range: $60,000–$70,000, determined by experience, licensing, and industry background.
Additional support may include licensing assistance, professional development, and par-ticipation in applicable benefits programs.

Diversity & Accessibility
Strong Private Wealth of Raymond James Ltd. is committed to an inclusive workplace. In accordance with the Accessibility for Ontarians with Disabilities Act (AODA), accommodation is available throughout the recruitment process upon request. Raymond James Ltd. is an equal opportunity employer.

How to Apply
Please submit your résumé and a brief cover letter outlining your relevant experience.