Transition Planner

Transition Planner Join to apply for the Transition Planner role at Raymond James Ltd. 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. Impact on 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 work styles, 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 do we expect from you? Fundamental knowledge of investment concepts, practices, and procedures used in the securities industry. Proficiency in Microsoft Office with a willingness and ability to learn new applications. Excellent problem‑solving skills. Excellent customer‑service skills even under tight deadlines. Be able to collaborate, commit and be willing to accept additional responsibilities. Work within deadlines in a high‑volume, demanding environment while maintaining high service and 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 handling 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. Three or more years’ experience in the Investment Brokerage or Financial Services Industry. Licenses / Certifications Investment Representative licensing; or Completion of both the 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. 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. The Company is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs. To request accommodations, candidates may contact Human Resources via email at recruitment@raymondjames.ca. Salary Range (BC): $73,000‑$77,000 + performance bonuses/incentives. Job Function: Administrative & Support Services Primary Location: CA-BC-Vancouver-Vancouver Other Locations: CA-ON-Toronto, CA-AB-Calgary Schedule: Full‑time Status: Permanent, Full‑time #J-18808-Ljbffr