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
Licensed Financial Advisor Assistant
Calgary, ABRaymond James Ltd.
2+ ansCandidates need at least two years of investment industry or equivalent experience, completion of the Canadian Securities Course and Conduct and Practices Handbook, and proficiency with Microsoft Office and transaction software such as Dataphile. Strong customer service, attention to detail and confidentiality are essential.
Dataphile, Microsoft Office, Outlook, Excel, PowerPoint, Contact management software
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
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
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