About

• Location: Markham, ON (In-Office)
• Reports To: Senior Wealth Advisor & Portfolio Manager
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• About Peak Horizon Wealth (PHW)
• Peak Horizon Wealth of Raymond James Ltd. is an independent wealth advisory practice focused on delivering high-quality, personalized wealth management solutions to individuals, families and business owners.
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• Role Overview
• We are seeking a Client Service Specialist to assist the Advisor in his day-to-day operation. This is a high-trust, detail-driven role for someone who takes ownership, exercises sound judgment, and thrives in a professional advisory environment.
• The Client Service Specialist serves as the first point of contact for clients and visitors. As you’ll manage the front-desk operations, this role is client-facing and plays a key role in delivering a polished, welcoming experience.
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• Key Responsibilities
• Front-desk reception: Answer inbound calls, greet office visitors, receive deliveries.
• Manage the Advisor’s calendar: Set up client meetings (in-person & virtual), send reminders to clients, send emails to book meetings, make calls to confirm, etc.
• Manage the Advisor’s email inbox: Flag emails that need responses, handle basic queries; manage own inbox too.
• Office management: Ensure office is in good order, order office supplies, set up client room for meetings.
• Administrative support: Open new accounts, handle fund deposits/withdrawals, review daily cash transactions, prepare portfolio review packages, maintain client records.
• Insurance management: Check insurance company portal messages, send premium due reminders to clients, run basic insurance quotes.

• Position Requirements
• • 1-3 years of experience in financial services administration or advisory support
• • Professional, friendly, and client-focused demeanor
• • Exceptional attention to detail and organizational skills
• • Excellent verbal and written communication skills
• • Proficiency in Microsoft Office (Outlook, Word, Excel) and CRM platforms
• • Experience with Dataphile and Croesus is an asset and preferred
• • Comfortable handling confidential and time-sensitive matters independently
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• Compensation & Benefits
• • Competitive base salary with performance-based bonus
• • Comprehensive group benefits plan, including extended health & dental benefits plan, Paramedical services (massage, physiotherapy, chiropractic, etc.), life insurance and long-term disability coverage.
• • Two weeks per annum paid vacation, in addition to statutory holidays
• • Opportunity for structured learning and long-term career growth and advancement
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• How to Apply
• Please submit your resume and cover letter by Friday, February 27, 2026, referencing the position title, to PHW@raymondjames.ca
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• Notes
• All applicants must complete a background verification process prior to employment, which includes a credit and criminal record check.
• We thank all applicants for their interest. Only candidates selected for an interview will be contacted.
• We are committed to accessibility at all stages of the recruitment process. If you require accommodation, please contact us using the details above.