Administrative Assistant (Evergreen)
Vancouver, BCRaymond James Ltd.
2+ ansCandidates need at least 2 years of administrative experience, post-secondary education and strong Microsoft Office skills. Attention to detail, time management and a proactive, friendly team approach are also required.
Internet Explorer, CRM software
Investment Advisor Assistant (Evergreen)
Montréal, QCRaymond James Ltd.
2+ ansCandidates need at least 2 years of investment industry experience and post-secondary education, with IR licensing or the Canadian Securities Course preferred. Strong skills in MS Office, client service, attention to detail and handling confidential information are required.
MS Office, Word, Excel, Outlook, Dataphile, Croesus
Adjoint(e) au conseiller, service de conseils en placement (réquisition perpétuelle)
Montréal, QCRaymond James Ltd.
2+ ansBilinguisme français et anglais requis; Au moins deux ans d'expérience dans l'industrie financière; Études postsecondaires
Microsoft Word, Microsoft Excel, Outlook, Dataphile, Croesus, Thomson Reuters
Investment Banking Analyst/Associate (Future Opportunities)
Toronto, ONRaymond James Ltd.
1+ ansCandidates need an undergraduate business degree or a CFA, CA, CPA or CBV designation, 1-3 years of finance or investment banking experience (recent graduates welcome), strong financial modelling skills, and Microsoft Office proficiency.
Microsoft Excel, Microsoft Office, Capital IQ, Bloomberg
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 Assistant
Barrie, ONRaymond James Ltd.
3+ ansCandidates need a securities licence in good standing and at least three years of experience as an Investment Representative in financial services. Strong organization, attention to detail, clear communication, and proficiency with MS Office and CRM tools are also required.
MS Word, MS Excel, MS PowerPoint, CRM software, fax, copier
Certified Financial Planner
Barrie, ONRaymond James Ltd.
3+ ansCandidates need a CFP certification and at least three years in financial services. They must be organized, detail-oriented, strong communicators and comfortable with MS Office and CRM tools.
MS Word, MS Excel, MS PowerPoint, CRM software, Office fax and copier
Licensed Wealth Advisor Assistant
Calgary, ABRaymond James Ltd.
2+ ansCandidates need at least two years of investment industry experience, completion of the Canadian Securities Course and the Conduct and Practices Handbook (IR or RR registration), and strong customer service and communication skills. Attention to detail, Microsoft Office proficiency and the ability to handle confidential information are also required.
Dataphile, Microsoft Dynamics, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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
Advisor Internship Program (AIP) (Calgary/Edmonton/Saskatoon)
Calgary, AB +2Raymond James Ltd.
4+ ansCandidates need at least 4 years of full-service brokerage or financial industry experience, or a relevant university diploma, plus CIRO registration eligibility. They also need prospecting, sales, presentation and relationship-building skills, and must complete CIRO exams and the AIP training.
Coaching, Cold calling, Sales, Compensation and benefits, CIRO, Relationship building
Advisor Internship Program (AIP) (Toronto/Waterloo/Ottawa)
Toronto, ON +2Raymond James Ltd.
4+ ansCandidates need at least 4 years of full-service brokerage or financial industry experience, or a relevant university diploma, plus CIRO registration eligibility. They must also show prospecting, investment product knowledge, relationship-building and presentation skills.
Coaching, Cold calling, Sales, Compensation and benefits, CIRO, Relationship building
Advisor Internship Program (AIP) (Victoria/Kelowna)
Victoria, BC +1Raymond James Ltd.
4+ ansCandidates need a university degree or at least four years of full-service brokerage or financial industry experience, plus CIRO registration eligibility and a Registered Representative licence. They must also show prospecting, sales, and client relationship skills.
Coaching, Cold calling, Sales, Compensation and benefits, CIRO, Relationship building
Chargé de comptes des services fiduciaires ou chargée de comptes des services fiduciaires (réquisition perpétuelle)
Montréal, QC +2Raymond James Ltd.
3+ ansAu moins trois ans d'expérience en successions et fiducies; Expérience de gestion de comptes successoraux, fiduciaires et de procuration; Expérience avec une clientèle à valeur nette élevée
Risk management, Auditing, Client relationship management, Communication skills, Reflexion, English
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
Administrateur/administratrice fiduciaire (réquisition perpétuelle)
Montréal, QC +2Raymond James Ltd.
1+ ansAu moins un an d'expérience pertinente dans le secteur; Diplôme d'études supérieures ou diplôme de parajuriste; Maîtrise de l'anglais et du français, écrit et oral
CRM
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
Chargé de comptes adjoint des services fiduciaires ou chargée de comptes adjointe des services fiduciaires (réquisition perpétuelle)
Montréal, QC +2Raymond James Ltd.
2+ ansAu moins deux ans d'expérience en successions et fiducies; Connaissance approfondie des lois sur les successions, fiducies et procurations; Diplôme universitaire dans un domaine connexe
Risk management, Auditing, Client relationship management, Communication skills, Reflexion, English
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
Business Analyst - 12 Month Contract
Vancouver, BCRaymond James Ltd.
3+ ansCandidates need 3 to 5 years of business analysis experience in wealth management, including front, middle or back office work. They need strong Agile and Waterfall knowledge, requirements documentation skills, and proficiency with JIRA, Confluence, Visio, Excel and SQL.
JIRA, Confluence, Visio, Microsoft Office, Excel, SQL
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
Conseiller fiduciaire principal ou conseillère fiduciaire principale (réquisition perpétuelle)
Montréal, QCRaymond James Ltd.
5+ ansAu moins 5 ans d'expérience en successions et fiducies; Expérience en gestion de comptes successoraux, fiduciaires et de procuration; Connaissance approfondie des lois sur les successions, fiducies et procurations
Financial statements, Risk management, Auditing, Reflexion, Communication skills, English
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