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
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
Assistant
Burlington, ONRaymond James Ltd.
2+ ansRaymond James Ltd. asks for at least two years of administrative experience, ideally in finance or wealth management. Candidates need strong attention to detail, Microsoft Office skills, and excellent communication and discretion with confidential client information.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, CRM system
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
Account Transfer Associate - 12 Month Contract
Vancouver, BCRaymond James Ltd.
2+ ansCandidates need at least 2 years of experience in wealth management, securities operations or banking, plus knowledge of CDS, Arrow, Dataphile and Canadian registered plans. Strong Excel skills and the ability to work to strict deadlines with high accuracy are also required.
Dataphile, ServiceNow, Zoom, Microsoft Excel, CDS, Arrow
Senior Trust Advisor
Vancouver, BC +1Raymond James Ltd.
3+ ansCandidates need at least 3 years of estate, trust or financial planning experience, with preference for managing estate, trust and power of attorney accounts. A university degree, strong communication and analytical skills, and experience with high-net-worth clients are required, and STEP or MTI designation is an asset.
Sales, Presentation skills, Collaboration, Regulatory compliance, Risk management, Compensation and benefits
Client Service Assistant
Vancouver, BCRaymond James Ltd.
2+ ansCandidates need at least two years of administrative experience in financial services, post-secondary education (finance preferred), and strong organization, communication and confidentiality skills. A CIRO licence is an asset, or must be obtained within six months.
Salesforce, Microsoft Office, CRM