Financial Advisor Assistant

Financial Advisor Assistant

At Raymond James,
we develop, we collaborate, we decide, we deliver, and we improve together
. Raymond James Ltd. is Canada’s leading independent investment dealer offering high‑quality investment products and services to Canadians seeking customized solutions to their wealth‑management needs.

Plena Wealth of Raymond James Ltd. is looking for a top‑quality Financial Advisor Assistant who can provide outstanding team support through their expertise, hard work, and dedication. This is a supportive, driven top‑tiered team offering career growth opportunities, and a competitive compensation package including salary, override, and bonus potential.

Drawing on previous experience in a financial services firm, you must be a team leader, have meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills. The successful candidate must also be responsible, confident, self‑motivated, and a team player.

• Develop processes ensuring best practices and consistent delivery of client experience.
• Review and refine service offering.
• Fill in across multiple roles when needed (i.e., coverage for co‑worker absences).
• Help develop team roles and define responsibilities within team.
• Liaise with business managers within RJ to ensure team needs are met.
• Assist with all marketing initiatives including social media (Twitter, Linked In), website content, client communications and marketing events.
• Assist in strategizing and administering email campaigns.
• Support the Financial Advisors in the growth of the overall business.
• Other duties as assigned.

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible work styles, a competitive compensation and benefits package. Benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more. We also support internal promotion and community involvement.

• Minimum 5 years investment industry experience.
• IR Licensed or successful completion of Canadian Securities Course as well as the Conduct and Practices Handbook is preferable.
• Excellent proficiency with MS Office particularly Word, Excel and Outlook.
• Experience with Dataphile, Croesus and Fact Set is an asset.
• Excellent verbal and written communication skills.
• Ability to work in a team environment and demonstrate a professional and friendly manner.
• Superior customer service skills.
• Meticulous attention to detail.
• Self‑starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide necessary follow up.
• Strong organizational skills.
• Superior problem solving skills.
• The ability to work within deadlines in a high‑volume, pressure‑oriented environment.
• Ability to effectively handle confidential information.

• Grow professionally and inspire others to do the same.
• Work with and through others to achieve desired outcomes.
• Make prompt, pragmatic choices and act with the client in mind.
• Take ownership and hold themselves and others accountable for delivering results that matter.
  
  Contribute to the continuous evolution of the firm.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people‑first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates.

To request accommodations, candidates are instructed to contact Human Resources via email at

Base salary of $50,000‑$55,000 with potential total compensation of up to $100,000 through additional performance and other bonuses/incentives.

Job:
Wealth management

Primary

Location:

CA‑BC‑Vancouver‑Vancouver

Organization:
Branch

Schedule:

Full‑time

Seniority Level: Mid‑Senior level.

Employment type:

Full‑time. Job function:
Finance and Sales.