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
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
Vice-président(e), Croissance des activités d’assurance et distribution
Montréal, QCRaymond James Ltd.
15+ ansCLU requis; CFP, TEP, CPA ou formation en droit un atout; Plus de 15 ans d'expérience en distribution d'assurances; Expérience en direction d'équipe de vente en assurance
Forecasting, Financial planning, Employee relations, Leadership, CPA, Sales strategies
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
Gestionnaire, Gestion des risques liés à la conformité des renseignements
Montréal, QCRaymond James Ltd.
5+ ansMinimum de cinq ans d'expérience pertinente en conformité ou gouvernance; Expérience de gestion de subordonnés directs; Connaissance des exigences réglementaires canadiennes et de la protection des renseignements personn
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
Spécialiste, Soutien aux activités
Montréal, QC +2Raymond James Ltd.
2+ ansDeux ans d'expérience administrative dans les services financiers; Maîtrise avancée d'Excel, Word et PowerPoint; Communication avancée en anglais et en français
Excel, Word, PowerPoint, FactSet, Bloomberg, Zoom
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
Associé ou associée bilingue, Soutien au site Accès client
Montréal, QC +2Raymond James Ltd.
3+ ansDiplôme collégial ou équivalent; 3 à 4 ans d'expérience en service à la clientèle; Expérience en services financiers ou courtage souhaitée
Microsoft 365, Navigateurs Web, Appareils mobiles, Système de suivi des appels
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
Branch Administrator
Edmonton, ABRaymond James Ltd.
3+ ansCandidates need at least three years of experience in investment brokerage or financial services, an IR licence and completion of the Canadian Securities Course. Strong MS Office, communication, organization and problem-solving skills are required.
MS Word, MS Excel, MS PowerPoint, MS Outlook
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
Administrative Assistant
Calgary, ABRaymond James Ltd.
3+ ansRaymond James Ltd. needs candidates with post-secondary education and at least 3 years of industry-related experience. Strong Microsoft Office, attention to detail and confidentiality are required, with investment, CRM and social media experience as assets.
Microsoft Office, PowerPoint, Dynamics CRM, Google Analytics, LinkedIn, Facebook
Branch Administrator
Toronto, ONRaymond James Ltd.
3+ ansCandidates need 3-5 years of experience in investment brokerage or financial services, a diploma or degree, and proficiency in Microsoft Office. An IR licence is required or must be obtained within 12 months of hire, and previous supervisory experience is an asset.
Microsoft Office