Current jobs related to Financial Advisor Assistant - Saskatoon - Raymond James Financial, Inc.
-
Financial Advisor Assistant
1 month ago
Saskatoon, Canada Raymond James Financial Full timeJob Description - Financial Advisor Assistant (2402600)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.How does...
-
Financial Advisor Assistant
1 month ago
Saskatoon, Canada Raymond James Financial Full timeJob Description - Financial Advisor Assistant (2402600)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.How does...
-
Financial Advisor
3 months ago
Saskatoon, Canada Raymond James Financial, Inc. Full time**Financial Advisor** - 2204723 M.Y. Private Wealth, an independent agency of Raymond James Ltd that provides wealth management services to high-net worth individuals and their families. This opportunity is for a Financial Advisor or team of advisors, with a current book of business, who would like to gain the freedom and multiple benefits of joining an...
-
Financial Advisor
1 month ago
Saskatoon, Canada Raymond James Financial, Inc. Full timeFinancial Advisor 2204723 M.Y. Private Wealth, an independent agency of Raymond James Ltd that provides wealth management services to high-net worth individuals and their families. This opportunity is for a Financial Advisor or team of advisors, with a current book of business, who would like to gain the freedom and multiple benefits of joining an...
-
Financial Advisor
3 months ago
Saskatoon, Canada ATB Financial Full time**OUR BOTTOM LINE IS DIFFERENT.**: There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...
-
Financial Advisor Assistant
4 weeks ago
Saskatoon, Canada Raymond James Ltd. Full timeAt 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.Financial Advisor AssistantHow does the role impact the...
-
Financial Advisor Assistant
4 weeks ago
Saskatoon, Canada Raymond James Ltd. Full timeAt 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.Financial Advisor AssistantHow does the role impact the...
-
Client Financial Services Advisor
4 weeks ago
Saskatoon, Saskatchewan, Canada Canadian Imperial Bank of Commerce Full timePosition Title: Financial Services AssociateEmployment Type: Temporary (Fixed Term)Time Commitment: Full timeAt the Canadian Imperial Bank of Commerce, we are dedicated to fostering a relationship-focused banking environment that meets the needs of today's clients. As a key member of the Personal and Business Banking division, you will collaborate with...
-
Client Financial Advisor
4 weeks ago
Saskatoon, Saskatchewan, Canada Canadian Imperial Bank of Commerce Full timePosition: Financial Services AssociateLocation: Saskatoon, SKEmployment Type: Full timeAt the Canadian Imperial Bank of Commerce, we are dedicated to establishing a relationship-focused banking experience tailored for today's world. We seek skilled and passionate individuals who are committed to prioritizing the needs of our clients.Our employees are...
-
Financial Advisor
3 months ago
Saskatoon, Canada Conexus Credit Union Full timeAt Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their...
-
Senior Financial Advisor
5 days ago
Saskatoon, Saskatchewan, Canada Scotiabank Full timeAbout ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services, including personal and commercial banking, wealth management, and private banking, corporate and investment banking, and...
-
Senior Financial Advisor
7 days ago
Saskatoon, Saskatchewan, Canada Scotiabank Full timeAbout ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services, including personal and commercial banking, wealth management, and private banking, corporate and investment banking, and...
-
Associate Financial Advisor
3 months ago
Saskatoon, Canada Cooperators Full time**Full job description** - **Make a difference in the community by joining an organization that regularly gives back!**: - **Earn a competitive base salary of $55,000 - $75,000 plus commission and comprehensive benefits**: - **Become a key part of a forward-thinking, inclusive, and diverse team that values every perspective** **About Co-operators** As a...
-
Financial Advisor 1
3 months ago
Saskatoon, Canada Conexus Credit Union Full timeAre you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a...
-
Saskatoon, Saskatchewan, Canada Sun Life Financial Full timeAbout the Role:Sun Life Financial is seeking a highly motivated and entrepreneurial individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to build and grow your own business, working with clients to provide personalized financial solutions and help them achieve their long-term goals.Key...
-
Saskatoon, Saskatchewan, Canada Sun Life Financial Full timeAbout the Role:Sun Life Financial is seeking a highly motivated and entrepreneurial individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to build and grow your own business, working with clients to provide personalized financial solutions and help them achieve their long-term goals.Key...
-
Administrative Assistant
2 days ago
Saskatoon, Canada Aurora Financial Solutions Inc Full time**Administrative Assistant** **We offer competitive salary, full benefits package, Paid Time Off, and opportunities for professional growth.** Aurora Financial Solutions Inc. is seeking an Administrative Assistant to join our Team. We are looking for an individual who will thrive in a fast-paced, competitive industry as part of an award-winning,...
-
Saskatoon, Saskatchewan, Canada Sun Life Financial Full timeAbout the Role:Sun Life Financial is seeking a highly motivated and entrepreneurial individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to build and grow your own business, working with clients to provide personalized financial solutions and help them achieve their long-term goals.Key...
-
Financial Services Assistant
4 weeks ago
Saskatoon, Saskatchewan, Canada MD Financial Management Full timeIs this position the right fit for you? In this role, you will: Handle documentation requests and input transaction requests as directed by Financial Consultants. Collaborate with Financial Consultants and Portfolio Managers to schedule client meetings. Address inquiries from current and prospective clients regarding MD products and services efficiently....
-
Administrative Assistant
3 months ago
Saskatoon, Canada Raymond James Financial, Inc. Full time**Administrative Assistant** - 2400913 - 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...
Financial Advisor Assistant
1 month ago
Financial Advisor Assistant
2402600
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.
How does the role impact the organization?
The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service. As a key member of the team, contributions are important to the success of the client relationship with the Financial Advisor, and to the success of the Branch as a whole.
What will your role be responsible for?
- Prepare and review daily/monthly/annual reports, client correspondence and taking ownership of project work;
- Process and follow up on security transactions and transfers;
- Handle incoming and outgoing phone calls with clients;
- Foster and support client relationships by liaising with clients, responding to requests and proactive problem solving;
- Service clients’ general day-to-day requests;
- Maintain Financial Advisor files, calendar & expenses; and
- Perform general office duties.
What can you expect from us?
Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, 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?
To qualify for this opportunity you possess:
- Post-secondary education;
- IR Licensed or successful completion of Canadian Securities Course as well as the Conduct and Practices Handbook within 1 year of hire is preferable;
- Excellent proficiency with MS Office particularly Word, Excel and Outlook;
- Experience with Dataphile and FactSet 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; and
- Ability to effectively handle confidential information.
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.
Job: Wealth management
Primary Location: CA-SK-Saskatoon-Saskatoon
Organization: Branch
Schedule: Full-time
Status: Permanent Full-Time
#J-18808-Ljbffr