Financial Planner (Evergreen)
Toronto, ON +3Raymond James Ltd.
Candidates need a CFP designation or to be near completion of one, plus financial planning knowledge and experience with Naviplan or Snap. Strong client service, organization, judgment and Microsoft Office skills are required; practical higher-level planning experience is also needed.
Naviplan, Snap, Microsoft Office
Head of Operations, Correspondent Services - 12 Month Contract
Vancouver, BCRaymond James Ltd.
10+ ans5+ gestionCandidates need at least 10 years of experience in complex, multi-stakeholder environments, including five years in a senior manager or higher role. Strong leadership, change management, financial compliance knowledge and proficiency with Microsoft Office, Smartsheet and Power BI are expected.
Power BI, Smartsheet, Microsoft Office, Dataphile
Financial Planner
Cochrane, ABRaymond James Ltd.
2+ ansCandidates need a CFP, QAFP, RFP or Pl. Fin (in QC) in good standing and at least 2 years of financial industry experience. Strong knowledge of retirement, tax, estate and cash-flow planning, plus clear communication and organizational skills, is required.
Conquest, RazorPlan
Wealth Advisor Assistant
Calgary, ABRaymond James Ltd.
3+ ansCandidates need post-secondary education, at least 3 years of industry-related experience, and knowledge of investment products and account types such as RRSPs and TFSAs. They also need strong attention to detail, customer service skills, Microsoft Office, and a CIRO IR licence; a CIRO RR licence is an asset.
Microsoft Office, CRM software, LinkedIn, Dataphile
Administrative Assistant
Toronto, ONRaymond James Ltd.
2+ ansCandidates need at least 2 years of administrative experience and post-secondary education. Strong MS Office skills, organization, attention to detail and social media experience are expected, and CRM experience and a CIRO licence are assets.
MS Office, Excel, Word, PowerPoint, Outlook, Internet Explorer
Senior Financial Planner
Edmonton, ABRaymond James Ltd.
5+ ansCandidates need five or more years of client-facing financial planning experience, a college or university diploma in business or finance, and the CFP designation. They also need extensive knowledge of Canadian planning and investment accounts, strong presentation skills, and recent experience with Conquest Planning or Naviplan.
Conquest Planning, Naviplan, Microsoft Office
Business Support Specialist
Vancouver, BC +2Raymond James Ltd.
2+ ansCandidates need at least 2 years in a financial services administrative role, advanced Excel, Word and PowerPoint skills, and strong written and verbal English. Post-secondary education or industry designations, plus a meticulous, organized approach, are expected.
Excel, Word, FactSet, Bloomberg
Client Access Support Associate
Vancouver, BC +2Raymond James Ltd.
3+ ansCandidates need a college diploma or equivalent and 3 to 4 years of customer service experience, ideally in financial services or brokerage. They need strong Microsoft 365, SharePoint Online, web browser and mobile device skills, and preferably fluent French and English.
Microsoft 365, SharePoint Online, web browsers, mobile devices, call-tracking system
Administrative Assistant
Calgary, ABRaymond James Ltd.
3+ ansRaymond James Ltd. needs candidates with post-secondary education and at least 3 years of industry-related experience. Strong Microsoft Office, attention to detail and confidentiality are required, with investment, CRM and social media experience as assets.
Microsoft Office, PowerPoint, Dynamics CRM, Google Analytics, LinkedIn, Facebook