Private Client Group Fall Intern

2 weeks ago

Victoria, Canada Raymond James Financial Full time

**Private Client Group Fall Intern**
- 2302434
- 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.

**_ Private Client Group Fall Intern_**

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

The summer intern will be exposed to various products and roles available within Wealth Management and will have the opportunity to gain insight into the branch specifically as well as to add value through their unique perspective and strong academic background. The role’s primary responsibility will be to support the branch management team.

**What will your role be responsible for?**
- Help prepare presentations for client meetings
- Help with portfolio analysis for prospective clients
- Support various office administrative duties
- Help with FX for trading
- Ensure all clients and prospects are coded properly for PM models
- Review all household fees and ensure aligned with fee schedule
- Help with media prep - BNN news, data etc.
- Assist with generating monthly client spreadsheets
- Help with on-going marketing materials and developments
- Do update calls with mutual fund companies and conference calls for PM’s

**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 of fundamental investment concepts, practices, and procedures used in the securities industry.
- Work within deadlines while maintaining a high level of service and attention to detail;
- Work independently as well as collaboratively within a team environment;
- Demonstrate a professional manner to establish and maintain effective working relationships;
- Have flexibility and willingness to assist others as required; and
- Communicate proficiently in French is an asset.

**Educational/Previous Experience Requirements**
- A minimum of 1 completed year of study in a Bachelor’s degree program in Business or Finance;
- Completion of the Canadian Securities Course is a definite asset; and
- Experience with Microsoft CRM is an asset.

**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.

**Job** Wealth management

**Primary Location** CA-BC-Victoria-Victoria

**Organization** Branch

**Schedule** Full-time

**Status** Temporary Full-Time

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