Investment Products Associate

2 weeks ago

Toronto, Canada Raymond James Financial Full time

**Investment Products Associate**
- 2301215

**Job Summary**

As an Investment Products Associate, you will perform a wide range of duties to support investment advisors at Raymond James who use or would like to learn about Investment Products (mutual funds, ETFs, alternative investments, or structured notes).

**Essential Duties and Responsibilities**
- Demonstrate a high-level of customer service, and respond to requests for information about Investment Products, using internally generated reports, third-party research, available subscription services/software, internet sources, and company websites;
- Create and keep up-to-date various Investment Products publications, reference guides, whitepapers, PowerPoint presentations, databases, excel files, folders, and internal websites, ensuring that the information is accurate, updated in a timely manner, and reflective of Raymond James’ branding;
- Take notes on meetings with fund managers and during webinars; and
- Other duties as assigned.

**What You Will Bring**
- Excellent analytical and technical skills, including an advanced level understanding of Microsoft Excel and VBA;
- Financial software including FactSet and Morningstar Direct with experience using them and their related excel plugins/formulas;
- Strong understanding of financial terminology and the private client environment;
- Strong understanding of product structures and investments covering multiple asset classes (equity, fixed income, mutual funds, ETFs, alternative funds, and structured notes);
- Great communication skills, self-starter, quick learner, solutions-oriented problem solver, highly organized, appreciation for strong attention to detail and accuracy, ability to think logically and critically and distill difficult concepts into an easy-to-understand language, and able to work with large quantities of data to produce various reports;
- Ability to create professional presentations/reports and adhere to corporate brand standards; and
- Written and verbal communication in English. (Fluency in French is a definite asset).

**Education/Previous Work Experience Requirements**
- Post-secondary education and relevant industry (e.g. CSI, CFA, MBA enrolled) designations; and
- A minimum of 2-3 years’ of relevant experience in the investment industry (e.g., equity research, asset management, wealth management, investment banking, corporate finance).

**Depending on eligibility, we offer**:

- Competitive Wages
- Health Benefits Program including Life Insurance and Disability from start date
- RRSP Matching Program from start date
- Employee Stock Purchase Plan
- Paid Time Off & Other Time Off such as Volunteer Day
- Discretionary Bonuses
- Tuition Reimbursement Program
- Top Up Plan
- Employee Investment Accounts
- Flexible Work Styles

**Job** Private Clients Solutions

**Primary Location** CA-ON-Toronto-Toronto

**Organization** PCG Solutions

**Schedule** Full-time

**Status** Permanent Full-Time

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