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