Transition Planner

2 weeks ago

Vancouver, Canada Raymond James Financial, Inc. Full time

**Transition Planner**
- 2401666
- 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.

**_ Transition Planner_**
- Downtown Vancouver/Toronto_
- Permanent Full Time_

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

This role provides transition oversight and planning support and act as a liaison between the home office and new Financial Advisors (FAs) joining Raymond James Ltd.

**What is the position responsible for?**
- 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;
- Act as the primary point of contact for all assigned transitions;
- Manage weekly transition calls/meetings with Financial Advisors/Agents and their teams;
- Maintain transition checklist and communicate progress of transition to Supervisor, Transition Services;
- Participate in internal projects;
- Performs other duties and responsibilities as assigned

**What abilities will fit the role?**
- You have exceptional problem solving skills.
- You are deadline-driven but you believe in maintaining a high level of service at the same time.
- You possess superior verbal and written communication skills in English.
- You possess excellent proficiency with MS Office particularly Word, Excel, PowerPoint and Outlook;
- You are willing to travel within Canada between 20% - 30% of the time.

**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.
- Post-secondary diploma or degree;
- Investment Representative licensing or
- Completion of both Canadian Securities Course (CSC) and Conduct and Practice Handbook Course (CPH);
- 3 or more years’ experience in the Investment Brokerage or Financial Services Industry;
- Knowledge of Banking and/or Investment industry policies and procedures;
- Ability to work effectively both independently and within a team environment;
- Excellent work commitment and willingness to accept additional responsibilities;
- Ability to prioritize, multitask, work within time constraints and follow-up;
- Well-developed interpersonal skills and the ability to handle confidential information with tact and discretion;
- Proficiency in French is an asset;
- Dataphile knowledge 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.

**Salary Range: BC (based on Education, Work Experience, etc) **$73,000-77,000 in addition to competitive performance bonuses/incentives.

**Job** Administrative & Support Services

**Primary Location** CA-BC-Vancouver-Vancouver

**Other Locations** CA-ON-Toronto-Toronto

**Organization** PCG Admin

**Schedule** Full-time

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