Transition Planner

Transition Planner Company: Raymond James Ltd. 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? This role provides transition oversight and planning support and acts as a liaison between the home office and new Financial Advisors and Agents joining Raymond James Ltd. Responsibilities Assist the National Sales team in transitioning Financial Advisors/Agents in Canada to Raymond James; Customize transition requirements to the needs of the Financial Advisors/Agents; Maintain an ongoing dialogue with transitioning Financial Advisors/Agents to Raymond James; Understand and educate transitioning Financial Advisors/Agents and their support staff on the policies and procedures relating to operations, compliance, marketing, technology, investment products and general business issues; Provide remote or onsite branch support as needed; Manage weekly transition calls/meetings with Financial Advisors/Agents and their teams; Participate in internal projects; Perform other duties and responsibilities as assigned. 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 include 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 we expect from you Fundamental knowledge of investment concepts, practices, and procedures used in the securities industry; Proficient in Microsoft Office with a willingness and ability to learn new applications; Excellent problem‑solving skills; Excellent customer‑service skills even under tight deadlines; Collaborate, commit and willingness to accept additional responsibilities; Work within deadlines in a high‑volume, demanding environment while maintaining a high level of service and an imperative attention to detail; Demonstrate 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 French is an asset; Previous experience with Dataphile is an asset. Educational / Previous Experience Requirements Post‑secondary diploma or degree; 3 or more years’ experience in the Investment Brokerage or Financial Services Industry. Licenses / Certifications Investment Representative licensing; or Completion of both Canadian Securities Course (CSC) and Conduct and Practice Handbook Course (CPH). Travel You are willing to travel within Canada up to 40% of the time. Our Commitment to Diversity At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all Associates. When associates bring their best authentic self, our organization, clients and communities thrive as 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. To request accommodations, candidates are instructed to contact Human Resources via email at . Salary Range BC (based on Education, Work Experience, etc.): $73,000-77,000 in addition to competitive performance bonuses/incentives. Job Details Administrative & Support Services Full‑time Permanent Primary Location: Toronto, Ontario Other Locations: Vancouver, British Columbia Organization: PCG Admin Referrals increase your chances of interviewing at Raymond James Ltd. by 2x. #J-18808-Ljbffr