Financial Advisor Assistant
Raymond James Ltd.
Vancouver, British Columbia, Canada
7h ago
source : Linkedin

Raymond James is seeking a Financial Advisor Assistant to work in our downtown Vancouver branch.

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.

Drawing on previous experience, the candidate must have a penchant for administrative tasks, meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills.

The successful candidate must also be responsible, client-service driven, self-motivated and a team player.

Specifically you will :

  • Manage all necessary documentation for clients and keep up to date with compliance regulations;
  • Communicate internally with various operational and administration departments;
  • Prepare professional correspondence and reports, documents and files;
  • Provide seamless service onboarding new clients;
  • Help prepare documents for client meetings;
  • Assist with the account opening process;
  • Support various office administrative duties; and
  • Support the strong relationships we have built with our clients by responding to their requests.
  • To qualify for this opportunity you possess :

  • Minimum 4 years of experience working in the investment industry;
  • IR License or successful completion of the Canadian Securities Course and the Conduct and Practices Handbook;
  • Advanced knowledge of administrative processes and procedures is a must. I.E. Opening accounts i.e. RRSPs, TFSAs, and corporate accounts;
  • Strong organizational skills with the ability to prioritize, multitask, work within time constraints and follow-up in a fast paced, high volume practice;
  • Knowledge of compliance practices and regulations;
  • High level of professionalism coupled with excellent verbal and written communication skills;
  • Licensing is an asset for this position including the successful completion of the Canadian Securities Course and the Conduct and Practices Handbook;
  • Ability to work in a fun and motivating team environment and demonstrate a professional and friendly manner to our clients; and
  • Proficient in English, oral and written.
  • This is a permanent full-time position with a competitive compensation and benefits package.

    If you would like to join our team, please send a resume and covering letter, quoting the position and Job Posting # 20-127 by September 18, 2020 to :

    Raymond James Ltd.,

    E-mail : resumes

    To be considered for employment candidates will be required to provide proof of citizenship, permanent residency or eligibility to work in Canada with no restrictions.

    We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check.

    Employment is contingent on the satisfactory completion of a pre-employment background check.

    We sincerely thank all applicants who express an interest in this role : only those being directly considered will be contacted.

    Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee.

    We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact Human Resources via email at resumes

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