Licensed Sales Assistant (Evergreen)
Toronto, ONRaymond James Ltd.
3+ ansCandidates need post-secondary education, at least 3 years of industry-related experience and Investment Representative licensing. Strong attention to detail, organization, and experience with Microsoft Office and CRM tools are also needed.
Microsoft Office, Salesforce, LinkedIn, Dataphile, Google Analytics
Trust Officer (Evergreen)
Vancouver, BC +2Raymond James Ltd.
3+ ansRaymond James needs candidates with at least 3 years of estate and trust industry experience, ideally managing estate, trust and power of attorney accounts. Candidates need strong analytical, communication and collaboration skills, in-depth knowledge of estates and trusts law, and a university degree in a related field.
Regulatory compliance, Risk management, Auditing, Collaboration, Communication skills, Critical thinking
Trust Administrator (Evergreen)
Vancouver, BC +2Raymond James Ltd.
1+ ansCandidates need a post-secondary degree or paralegal diploma, at least one year of relevant industry experience, and comfort with CRM and other technology platforms. Experience with high net worth clients and trust companies is an asset, as is French proficiency.
CRM platform
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
Associate Trust Officer (Evergreen)
Vancouver, BC +2Raymond James Ltd.
2+ ansCandidates need at least 2 years of estate and trust industry experience, with a preference for managing estate, trust and power of attorney accounts. A university degree, knowledge of estates, trusts and powers of attorney laws, and strong analytical and communication skills are required, while STEP or MTI designation is an asset.
Regulatory compliance, Risk management, Auditing, Collaboration, Communication skills, Critical thinking
Senior Trust Officer (Evergreen)
Vancouver, BCRaymond James Ltd.
5+ ansRaymond James asks for at least five years of estate and trust industry experience, in-depth knowledge of estate and trust law, and experience with high-net-worth clients. Candidates also need a university degree or equivalent, strong analytical and communication skills, and a STEP membership with TEP designation.
Collaboration, Financial statements, Regulatory compliance, Risk management, Auditing, Critical thinking
Trust Administrator (Evergreen)
Toronto, ONRaymond James Ltd.
1+ ansCandidates need a post-secondary degree or paralegal diploma, at least one year of relevant industry experience, and comfort with CRM and other technology platforms. Experience with high net worth clients and trust companies is an asset, as is French proficiency.
CRM platform