Ifs Operations Associate

6 months ago


Toronto, Canada Raymond James Financial Full time

**IFS Operations Associate (Billingual)**
- 2303759
- 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.

**IFS - OPERATIONS ASSOCIATE (BILLIINGUAL)**

**Independent Agency Division, PCG**

**How does the role impact the organization?**

Raymond James Ltd. is seeking an organized and self-motivated Bilingual IFS Operations Associate to join the Independent Financial Services Leadership team with Raymond James Ltd. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

The primary role of the Bilingual IFS Operations Associate is to provide operational and administrative support to the IFS Management team and ensure the agency network is supported efficiently and effectively. The individual will assist in the implementation of department directives and ensure that a high level of service quality is evident in all aspects of day-to-day operations. Previous experience as a Branch Administrator, Branch Associate or Sales Assistant in the Investment Industry would be an asset.

**What will your role be responsible for?**
- Perform administrative duties, including: calendar management, maintaining records, and miscellaneous administrative support as needed
- Coordinate business meetings, conferences and presentations. Prepare agendas and materials.
- Facilitate credit/compliance checks for non-targeted hires to the agency division
- Coordinate complex travel arrangements
- Internal moves coordination including reviewing location requests
- Collaboration with stakeholders to ensure all IFS Agents, Advisors and Associates have completed mandatory training requirements.
- Prepare expense reports for travelling members of the IFS Leadership team
- Coordinate Advisor onboarding due diligence for the Agency division.
- Interact with agency office stakeholders to manage general questions or queries
- Assist with organization, management & execution of advisor events, national conferences and seminars as needed.
- Coordinates certain recruiting functions such as posting agency job descriptions, vetting non-producing registrants and documenting hires in Microsoft Dynamics CRM.
- IFS Title request coordination
- Task coverage for planned and unplanned absences for IFS Leadership team members.
- Other projects and duties 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 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?**

**Knowledge, Skills, and Abilities**

**Knowledge of**
- MS Office particularly Word, Excel, PowerPoint and Outlook.
- Wealth Management industry

**Skill in**
- Excellent oral and written communication skills in English and French
- Customer focused, ability to multi task
- Good time management
- positive communication;
- Problem solving; and
- Interpersonal communication.

**Ability to**
- Work effectively both independently and within a team environment;
- Provide excellent work commitment and show willingness to accept additional responsibilities;
- Prioritize, multitask, work within time constraints and follow-up; and
- Handle confidential information with tact and discretion.

**Educational/Previous Experience Requirements**
- Minimum three (2) years’ experience in the Investment Brokerage or Financial Services Industry or applicable degree in Financial Services

OR
- two (3) years in a high end service related field e.g. Hospitality, Food and Beverage.

**Licenses/Certifications**
- CSC/CPH licensed would be an asset but not required

**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 bas



  • Toronto, Canada Disability Solutions Full time

    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.National Director IFSHow does the role impact the...

  • Warehouse Associate

    7 months ago


    Toronto, Canada Mattr Full time

    Mattr **Position Summary**: The Warehouse Associate is responsible for the receiving of incoming materials, preparation and shipment of products as scheduled, move materials between areas and departments and efficiently performs their work in accordance with established procedures, following all safety protocols and workplace policies. She/he will also be...

  • Warehouse Associate

    7 months ago


    Toronto, Canada ShawCor Ltd. Full time

    Mattr delivers advanced material technologies and complex manufacturing expertise. Through a portfolio of brands, we offer highly engineered solutions, technology and products to support infrastructure markets worldwide. Shawflex is the Market Leader and a Trusted Brand in the Electrical Infrastructure industry with a wide variety of wire and cable...


  • Toronto, Canada Air Canada Full time

    **Description** **Being part of Air Canada is to become part of an iconic Canadian symbol, recently ranked the best Airline in North America. Let your career take flight by joining our diverse and vibrant team at the leading edge of passenger aviation.** **Position can be done out of Toronto, Montreal or Vancouver.** Responsible for managing and executing...


  • Toronto, Canada Air Canada Full time

    **Description** **Being part of Air Canada is to become part of an iconic Canadian symbol, recently ranked the best Airline in North America. Let your career take flight by joining our diverse and vibrant team at the leading edge of passenger aviation.** Responsible for managing and executing IFS initiatives and programs relating to IFS Employee...


  • Greater Toronto Area, Canada Affinity Integrated Facility Solutions Full time

    About the RoleAffinity Integrated Facility Solutions (IFS) is a leading provider of janitorial and building services in Canada, with over 150 employees and a presence across the country. We are seeking an experienced Management Leader to join our team as Vice President of Operations.Key Responsibilities:Develop and manage operational leadership teams to...


  • Toronto, Canada S.i. Systems Full time

    Sr. ERP Functional Consultant to support an implementation with our Professional Services client Duration : 3, 6, or 9 months (can be full-time or part-time hours) Location : Vancouver, Calgary, or Toronto - will need to be on-site as required Job Responsibilities: Engage with clients to understand their financial processes and system needs, providing...


  • Toronto, Canada Air Canada Full time

    **Description** **Being part of Air Canada is to become part of an iconic Canadian symbol, recently ranked the best Airline in North America. Let your career take flight by joining our diverse and vibrant team at the leading edge of passenger aviation.** Reporting to the Manager, Planning & Performance, this position is responsible for the leadership,...


  • Toronto, Canada S.i. Systems Full time

    Sr. ERP Functional Consultant to support an implementation with our Professional Services clientDuration : 3, 6, or 9 months (can be full-time or part-time hours) Location : Vancouver, Calgary, or Toronto - will need to be on-site as requiredJob Responsibilities: Engage with clients to understand their financial processes and system needs, providing...


  • Toronto, Ontario, C6A, Ontario, Canada S.i. Systems Part time

    Sr. ERP Functional Consultant to support an implementation with our Professional Services client Duration: 3, 6, or 9 months (can be full-time or part-time hours)Location: Vancouver, Calgary, or Toronto - will need to be on-site as required Job Responsibilities:Engage with clients to understand their financial processes and system needs, providing expertise...


  • Toronto, Canada Air Canada Full time

    **Description** **Being part of Air Canada is to become part of an iconic Canadian symbol, recently ranked the best Airline in North America. Let your career take flight by joining our diverse and vibrant team at the leading edge of passenger aviation.** A dynamic and engaging people leader who puts focus on promoting a sense of welcoming and belonging and...


  • Toronto, Canada Air Canada Full time

    **Description** **Being part of Air Canada is to become part of an iconic Canadian symbol, recently ranked the best Airline in North America. Let your career take flight by joining our diverse and vibrant team at the leading edge of passenger aviation.** Responsible to the Manager, Cabin Mobility & Publications for the administration of the Cabin Mobility...

  • Operations Specialist

    6 months ago


    Toronto, Canada Reliance Home Comfort Full time

    B2B Operations Administrator Find Your Limitless with Reliance By joining Reliance as a B2B Operations Administrator, you’ll become an important team member and will be provided with the tools you need to succeed. We have ambitious growth plans and are looking for Team Members who want to grow with us. At Reliance, we pride ourselves on the fact that we...


  • Toronto, Canada Mattr Full time

    Mattr ***: Process all invoices for payment for both the business unit. Prepare all inter-company invoices for payment. Properly match invoices with receiving documents and purchase orders and assign coding to all expense reports and invoices. Promptly obtain payment approval for service type invoices. Prepare cheque runs in conformance to Mattr procedures...

  • Operations Associate

    7 months ago


    Toronto, Canada CRATE & BARREL Full time

    We inspire purpose-filled living that brings joy to the modern home. With a team of more than 8,000 associates spanning 130 store and distribution locations across the U.S. and Canada, we achieve together, drive results and innovate to inspire. Drawn together by a shared passion for our customers and a spirit of fun, we deliver high-quality home furnishings...

  • Operations Associate

    7 months ago


    Toronto, Canada Crate and Barrel Full time

    Overview We inspire purpose-filled living that brings joy to the modern home. With a team of more than 8,000 associates spanning 130 store and distribution locations across the . and Canada, we achieve together, drive results and innovate to inspire. Drawn together by a shared passion for our customers and a spirit of fun, we deliver high-quality home...


  • Greater Toronto Area, Canada Affinity Integrated Facility Solutions Full time

    Ambitious and results-driven Executive Director of Operations and Sales sought to spearhead the growth and success of Affinity Integrated Facility Solutions. Based in Toronto, this prominent role will oversee operational leadership teams, implement strategic changes, and drive revenue generation.About UsAffinity IFS is a national leader in the janitorial and...


  • Toronto, Canada Air Canada Full time

    **Description** **Being part of Air Canada is to become part of an iconic Canadian symbol, recently ranked the best Airline in North America. Let your career take flight by joining our diverse and vibrant team at the leading edge of passenger aviation.** Aligned to business priorities, this role is responsible to support the investigation and analysis of...


  • Toronto, Canada Workplace Safety and Insurance Board Full time

    Control and analyze WSIB cash flow through cash forecasting and the preparation of daily, weekly and monthly cash flow reports including accounting for inflows and outflows of cash and daily forecasting for investment purposes. Analyze and reconcile all banking transactions to WSIB general ledger, PeopleSoft cash management and other systems. **Major...


  • Toronto, Canada ShawCor Ltd. Full time

    Mattr delivers advanced material technologies and complex manufacturing expertise. Through a portfolio of brands, we offer highly engineered solutions, technology and products to support infrastructure markets worldwide. Shawflex is the Market Leader and a Trusted Brand in the Electrical Infrastructure industry with a wide variety of wire and cable...