Job Description

2500673 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.

Wealth Advisor Assistant

How does the role impact the organization?

The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service.


As a key member of the team, contributions are important to the success of the client relationship with the Financial Advisor, and to the success of the Branch as a whole.

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. Manage Advising team website and work with various social media profiles including LinkedIn. Assist with all marketing initiatives including social media (Twitter, LinkedIn), and website content. Support the Financial Advisors in the growth of the overall business. Conduct research on market intelligence. Assist in strategizing and administering email campaigns. Assist with marketing events, seminars, client meetings, etc. Track and follow up on opportunities. Grow and take courses as required for regulatory purposes.

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?

To qualify for this opportunity you possess:

Minimum 2 years investment industry experience; Post-secondary education; 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; and 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

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.


Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

Salary Range: BC (based on Education, Work Experience, etc)

Base salary $45,000-$50,000 with total compensation of up to $70,000 in addition to competitive performance bonuses/incentives.

Job

Wealth management

Primary Location

CA-BC-Vancouver-Vancouver

Organization

Branch

Schedule

Full-time