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
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
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
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
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
VP, Insurance Growth & Distribution
Toronto, ON +1Raymond James Ltd.
15+ ansCandidates need 15+ years in insurance distribution and sales strategy, a proven record of growing an insurance sales team, and knowledge of Canadian insurance regulation. A CLU is required, with CFP or TEP preferred.
Leadership, Sales, Budget management, Financial planning, Management department processes, Compensation and benefits
Advisor, Internal Audit
Vancouver, BCRaymond James Ltd.
Candidates need a bachelor's degree in business, economics, finance, accounting or a related field, with knowledge of audit methods, internal controls and broker-dealer operations. Strong analytical, communication and project management skills are required, and CIA, CPA or CRMA certifications are preferred.
Auditing, Project management, Compensation and benefits, Hazard assessment, Risk management, Reporting
Manager, Information Compliance Risk Management (ICRM)
Toronto, ON +2Raymond James Ltd.
5+ ansCandidates need at least 5 years of experience in compliance, governance, risk, audit, privacy, or project management in financial services. They also need leadership experience, strong knowledge of Canadian regulation and privacy law, and advanced Microsoft Office skills. The Canadian Securities Course is an asset.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Licensed Sales Assistant
Edmonton, ABRaymond James Ltd.
Candidates need CIRO IR or RR licensing and post-secondary education, with strong MS Office skills, especially Word, Excel and Outlook. Strong communication, attention to detail, organization and the ability to meet deadlines under pressure are required.
Dataphile, FactSet
Receptionist
Edmonton, ABRaymond James Ltd.
2+ ansCandidates need at least 2 years of reception or administrative assistant experience, strong MS Office skills (Word, Excel, Outlook), and excellent communication and customer service abilities. Strong organization, a professional and reliable demeanor, and adaptability in a fast-paced setting are also required.
Switchboard, Video conferencing equipment, Audio-visual equipment
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
Investment Advisor Assistant
Markham, ONRaymond James Ltd.
Candidates need post-secondary education, an IR licence or completion of licensing within 6 months of hire, and strong MS Office skills in Word, Excel and Outlook. They also need excellent communication, attention to detail, time management and the ability to handle confidential information under deadline pressure.
MS Word, MS Excel, MS Outlook, Dataphile, FactSet
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
Managed Account Trader - 12 Month Contract
Toronto, ON +1Raymond James Ltd.
2+ ansCandidates need a post-secondary diploma or degree and at least 2 years of trading experience in discretionary, model-based accounts. Strong Microsoft Office skills, analytical ability and attention to detail under deadline pressure are required. The Canadian Securities Course is an asset.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Dataphile, Croesus
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