Raymond james Jobs

Licensed Sales Assistant (Evergreen)
Raymond James Financial, Inc. —Toronto, ON
- Full-time
- Microsoft Office
- Administrative experience
- Phone etiquette
- Employee stock purchase plan
- Tuition reimbursement
Change Manager
Raymond James Financial, Inc. —Vancouver, BC
- $110,000–$130,000 a year
- Full-time
- Communication skills
- Employee stock purchase plan
- Tuition reimbursement
Associate Financial Advisor/Financial Advisor
Raymond James Financial, Inc. —Vancouver, BC
- From $85,000 a year
- Full-time
- Finance
- Analysis skills
- Financial services
Marketing Specialist, Content Marketing Team
Raymond James Financial, Inc. —Montréal, QC
- $65,000–$75,000 a year
- Full-time
- Hybrid work
- Bilingual
- Marketing
- Writing skills
- Employee stock purchase plan
- Tuition reimbursement
7d
Tax and Financial Planning Advisor
Raymond James Financial, Inc. —Saskatoon, SK
- $80,000–$120,000 a year
- Overtime
- Microsoft Office
- Communication skills
- Employee stock purchase plan
- Tuition reimbursement
Assistant
Raymond James Financial, Inc. —Cochrane, AB
- $45,000–$55,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Tuition reimbursement
- Paid time off
7d
Investment Advisor Assistant (Evergreen)
Raymond James Financial, Inc. —Montréal, QC
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee stock purchase plan
- Tuition reimbursement
Financial Planner (Evergreen)
Raymond James Financial, Inc. —Toronto, ON
- $75,000–$90,000 a year
- Full-time
- Microsoft Office
- No university degree
- Travel
- Employee stock purchase plan
- Tuition reimbursement
Senior Compliance Officer, Product - 12 Month Contract
Raymond James Financial, Inc. —Toronto, ON
- $80,000–$100,000 a year
- Full-time
- Customer service
- Analysis skills
- Associate's degree
- Employee stock purchase plan
- Tuition reimbursement
Licensed Financial Advisor Assistant
Raymond James Financial, Inc. —Calgary, AB
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Engineer, IT Security (IAM Developer)
Raymond James Financial, Inc. —Toronto, ON
- $175,000–$185,000 a year
- Weekends as needed
- Azure
- Oracle
- Java
- Employee stock purchase plan
- Tuition reimbursement
Head of Operations, Correspondent Services - 12 Month Contract
Raymond James Financial, Inc. —Vancouver, BC
- $110,000–$130,000 a year
- Temporary
- Microsoft Office
- Analysis skills
- Financial services
- Employee stock purchase plan
- Tuition reimbursement
13d
Practice Management Consultant
Raymond James Financial, Inc. —Toronto, ON
- $110,000–$120,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee stock purchase plan
- Tuition reimbursement
Financial Accountant
Raymond James Financial, Inc. —Vancouver, BC
- $60,000–$75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Access
- Analysis skills
- Employee stock purchase plan
- Tuition reimbursement
Senior Manager, Business Management and Initiatives
Raymond James Financial, Inc. —Toronto, ON
- $105,000–$115,000 a year
- Full-time
- Financial services
- Communication skills
- Employee stock purchase plan
- Tuition reimbursement
Licensed Wealth Advisor Assistant
Raymond James Financial, Inc. —Calgary, AB
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Trust Officer (Evergreen)
Raymond James Financial, Inc. —Vancouver, BC
- $90,000–$120,000 a year
- Full-time
- Analysis skills
- Bachelor's
- Communication skills
- Employee stock purchase plan
- Tuition reimbursement
11d
Licensed Assistant
Raymond James Financial, Inc. —Barrie, ON
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Life insurance
AI Business Enablement Lead
Raymond James Financial, Inc. —Toronto, ON
- $125,000–$140,000 a year
- Full-time
- Computer Science
- Engineering
- Master's degree
- Employee stock purchase plan
- Tuition reimbursement
Investment Consultant
Aimstar Capital Group Inc —Markham, ON
- Bilingual
- Sales
- English
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Licensed Sales Assistant (Evergreen)

Raymond James Financial, Inc. -
Toronto, ON

Apply Now

Job details

Full-time

Qualifications

French
Investment
Post-secondary education
Filing
Microsoft Office
Administrative experience
CSC
Phone etiquette
Business

Full job description

2403509

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.

Licensed Sales Assistant

Future Opportunities

How does the role impact the organization?

The primary role of the Licensed Sales Assistant is to support a team of financial advisors and the Branch Manager (BM) by ensuring the office is managed efficiently and effectively. The position is responsible for entering client trades, servicing client requests and processing trade instructions by phone, and ensuring client paperwork is up to date and accurate.

This is a supportive team environment which promotes personal career growth. Drawing on previous experience as an Administrative Assistant in a financial services firm, or upon a degree/diploma within Financial Management or Business Administration, you must 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 is the position responsible for?

Foster and support client relationships by liaising with clients, responding to requests and demonstrating proactive problem solving;
Support clients’ general day-to-day administrative and trade requests in a timely and confidential manner;
Handle incoming and outgoing phone calls with clients and respond to requests for information;
Schedule appointments, prepare for meetings, and follow-up;
Be responsible for and support the team with paperwork, manage head office correspondence, and handle the account opening process for new clients;
Process and follow up on security transactions and transfers, including trade instructions;
Enter trades for Financial Advisors and clients as requested;
Be responsible for all cash management within the team practice, including incoming and outgoing funds, purchases and redemptions of cash equivalents;
Act as team lead during tax reporting season, liaising with tax professionals & clients to provide details, slips and updates as required;
Assist with all marketing initiatives including social media (twitter, LinkedIn), and website content;
Support the Financial Advisors in growth of the overall business;
Maintain files and other general office duties;
Prepare client presentations with guidance from the financial advisor assistants;
Generate and identify leads from online resources and qualify leads via cold calling;
Set up meetings with meaningful prospects;
Conduct research on market intelligence;
Assist on strategizing and administrating email campaigns; Assist with marketing events, seminars, client meetings etc.;
Track and follow-up on opportunities;
Work within LinkedIn and Salesforce; and
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:

Knowledge of fundamental investment concepts, practices, and procedures used in the securities industry;
Previous experience in administrative processes and procedures, including opening accounts, RRSPs, TFSAs, and corporate accounts;
Compliance practices and regulations;
Social media (eg. Facebook, Twitter, LinkedIn, blog posts, etc.);
Personal tax filing;
CRM (Customer Relationship Management) software and maintaining/improving CRM databases is an asset;
Online marketing tools including Google analytics, website assets, SEO, Facebook, LinkedIn, and Twitter is an asset;
Website editing is an asset;
Salesforce is an asset; and
Dataphile is an asset.

Skill in:

Microsoft Office with a willingness and ability to learn new applications;
Organization, prioritization, and attention to detail;
LinkedIn, Facebook, and Twitter; and
Customer service and problem solving.

Ability to:

Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
Manage multiple deadlines and tasks;
Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
Work independently as well as collaboratively within a team environment;
Display flexibility and willingness to assist others as required;
Exercise tact and discretion in the handling of confidential information; and
Communicate proficiently in French is an asset.

Educational/Previous Experience Requirements:

Post-secondary education;
A minimum of 3 years of industry related experience; and
Experience in the investment brokerage, financial services, banking, or accounting industry is an asset.

Licenses/Certifications:

Investment Representative licensing, including the successful completion of the Canadian Securities Course and the Conduct and Practices Handbook, is required; and
Registered Representative licensing, including the completion of the Wealth Management Essentials Course, is preferred.

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 [email protected]. 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.

Job Wealth management

Primary Location CA-ON-Toronto-Toronto

Organization Branch

Schedule Full-time

Apply Now

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