Institutional Sales Assistant

2 weeks ago

Montreal, Canada Raymond James Ltd. Full time
English to follow

Chez Raymond James, nous nous perfectionnons, nous collaborons, nous prenons des décisions, nous obtenons des résultats et nous nous améliorons ensemble.

Courtier en valeurs mobilières indépendant le plus important du Canada, Raymond James Ltée offre des produits et services de placement de grande qualité aux Canadiens et aux Canadiennes à la recherche de solutions personnalisées adaptées à leurs besoins en matière de gestion de patrimoine.

Adjoint aux ventes institutionnelles et coordonnateur de la commercialisation/

adjointe aux ventes institutionnelles et coordonnatrice de la commercialisation

De quelle façon ce rôle a-t-il une incidence sur l'organisation?

S'appuyant sur son expérience à titre d'adjoint ou d'adjointe au sein d'une société de services financiers, la personne retenue sera un membre responsable et motivé au sein de l'équipe. La personne retenue sera une personne axée sur les résultats et désireuse de développer ses compétences et son expérience dans un contexte de marchés financiers. La personne idéale, qui s'appuiera sur son expérience antérieure, aura une capacité éprouvée de prendre des initiatives et possédera des compétences exceptionnelles en communication écrite et verbale ainsi qu'en matière de présentation.

De quoi le titulaire de ce poste sera-t-il responsable?

  • soutenir les activités quotidiennes de l'équipe de ventes et de négociations à nos bureaux de Montréal;
  • répondre aux appels téléphoniques, acheminer les messages et fournir des informations de routine aux appelants;
  • faire des réservations de voyage, d'hôtel et de transport terrestre pour l'équipe, au besoin;
  • préparer et soumettre des comptes de frais pour les équipes de ventes et de négociations;
  • tenir à jour des bases de données, des registres et des fichiers pour assurer le fonctionnement efficace du service;
  • aider l'équipe de ventes et de négociations à fournir en temps opportun des services confidentiels et professionnels à tous les clients, tant internes qu'externes;
  • aider les équipes nord-américaines d'accès aux entreprises à tenir le calendrier des événements et les tournées promotionnelles des entreprises régionales et des analystes;
  • apporter son aide lors des conférences et événements spéciaux;
  • organiser des déjeuners et des dîners lors des réunions internes et des rencontres avec les clients;
  • accomplir d'autres tâches qui lui sont assignées.


à quoi pouvez-vous vous attendre de notre part?

Notre investissement le plus important est dans les personnes. Selon les critères d'admissibilité, Raymond James Ltée offre une rémunération concurrentielle et un ensemble d'avantages. Nos avantages sociaux comprennent des prestations de maladie, un programme d'appariement des REER, un régime d'achat d'actions pour les employés, des congés payés, des journées de bénévolat, des primes discrétionnaires, le remboursement des frais de scolarité et bien d'autres avantages Nous appuyons également la promotion interne et la participation communautaire.

Qu'attendons-nous de vous?

  • connaissance fondamentale des concepts, pratiques et procédures de placement utilisés dans l'industrie des valeurs mobilières;
  • outils CRM (un atout);
  • professionnalisme et compétences supérieures en organisation et en administration;
  • maîtrise de Microsoft Office et volonté et capacité d'apprendre de nouvelles applications;
  • capacité de s'acquitter avec exactitude de multiples tâches urgentes;
  • travailler dans un environnement exigeant et à volume élevé, tout en maintenant un niveau élevé de service et d'attention aux détails;
  • faire preuve de compétences avancées en matière de gestion des relations et de communication en personne, par courriel, par vidéoconférence et par téléphone;
  • travailler de façon indépendante et en équipe;
  • faire preuve de tact et de discrétion dans le traitement des informations confidentielles;
  • communiquer efficacement en français et en anglais;
  • études postsecondaires;
  • minimum de deux ans d'expérience dans un rôle administratif dans le secteur des services financiers, des services bancaires d'investissement ou au service des finances d'une entreprise.


Nous encourageons nos employés de tous les niveaux à :

  • Se perfectionner sur le plan professionnel et inspirer les autres à agir de même.
  • Travailler avec les autres et grâce aux autres pour produire les résultats souhaités.
  • Effectuer rapidement des choix pragmatiques et agir en ayant les besoins du client en tête.
  • Se responsabiliser et se considérer soi-même et considérer les autres responsables de la production de résultats qui comptent.
  • Contribuer à l'évolution continue de la firme.


Chez Raymond James, nous honorons, valorisons et respectons l'unicité, les expériences et les origines de tous les membres de notre personnel. Lorsque les membres du personnel donnent le meilleur d'eux-mêmes, notre société, nos clients et nos communautés s'épanouissent. C'est un aspect de notre culture axée sur les personnes. La société est un employeur qui respecte l'égalité des chances et prend toutes les décisions en matière d'emploi sur la base du mérite et des besoins organisationnels.

Chez Raymond James, nous démontrons notre engagement à garantir l'égalité des chances pour tous les candidats. Pour demander des mesures d'adaptation, les candidats sont priés de communiquer avec le Service des ressources humaines par courriel à l'adresse suivante : recruitment@raymondjames.ca. En écrivant à cette adresse courriel, les candidats et candidates peuvent faire part de leurs besoins précis et discuter des mesures d'adaptation dont ils pourraient avoir besoin pour participer pleinement au processus de recrutement.

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Institutional Sales Assistant & Marketing Coordinator

How does the role impact the organization?

Drawing on previous experience as an Assistant in a financial services firm, the successful candidate is a responsible, self-motivated team player. The successful candidate will be a results-oriented individual with a keen interest in developing their skills and experience in a capital markets environment. Drawing on previous experience, the ideal candidate will have a proven ability to take initiative and possess exceptional written & verbal communication and presentation skills.

What will your role be responsible for?

  • Support the daily activities of the Sales and Trading team in Montreal;
  • Answer telephones, route callers, take messages and provide routine information to callers;
  • Book travel arrangements, hotels and ground transportation for the team as required;
  • Prepare and submit expense reports for sales and trading teams;
  • Maintain databases, records and files for efficient operation of the department;
  • Assist the Sales & Trading team in providing timely, confidential and professional service to all clients both internal and external;
  • Assist the North American Corporate Access teams with the Events Calendar and regional corporate and analyst roadshows;
  • Assist with Conferences & Special Events
  • Arrange breakfasts and lunches for internal and client meetings
  • Other duties as assigned.


What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd a competitive compensation and benefits package. Our 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.

What do we expect from you?

  • Fundamental knowledge of investment concepts, practices, and procedures used in the securities industry;
  • CRM tools is an asset;
  • Professionalism with superior organizational and administrative skills;
  • Proficient in Microsoft Office with a willingness and ability to learn new applications;
  • Ability to handle multiple time-sensitive tasks with accuracy;
  • Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and attention to detail;
  • Display advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
  • Work independently as well as collaboratively within a team environment;
  • Exercise tact and discretion in the handling of confidential information;
  • Communicate proficiently in English and French.
  • Post-secondary education; and
  • A minimum of 2 years of experience in an administrative role in the financial services / investment banking / corporate finance industry.


We encourage our associates at all levels to:

  • 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 recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

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