Marketing Content Coordinator, Advisor Experience

11 hours ago

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.

Marketing Content Coordinator, Advisor Experience

How does the role impact the organization?

As a key member of the Advisor Experience team, you will support senior team members in designing, implementing and optimizing the way we help Advisors market their practices. Reporting into the Senior Manager, you will work collaboratively and cross functionally across the Advisor Marketing team, with stakeholders in the business, and with hundreds of advisors to bring the Raymond James brand to life in distinct and measurable ways.

What will your role be responsible for?

  • Proofread and provide editing recommendations to advisor marketing materials, ensuring accuracy in grammar, spelling, punctuation and style, as well as accuracy in names, titles, hyperlinks, and other relevant content.
  • As a brand and marketing best practices champion, ensure content meets the Raymond James editorial and brand guidelines.
  • Review materials for design best practices and Raymond James branding, to identify inconsistencies or errors, while also collaboratively sharing learnings across Advisor Experience team and design team members.
  • Intake analysis on ServiceNow and coordination of projects - while ensuring clear communication of "the ask" and managing expectations (including timeline shifts) with advisors and key stakeholders (e.g. other marketing team members, compliance/ supervision, SMEs, etc.) to ensure projects are completed accurately and on-time within realistic timelines.
  • Analyze common advisor requests to identify insights, trends and value-add recommendations for both operational/ workflow improvements and scalable creative solutions. (presentation format & cadence of delivery TBC in consultation with Senior Manager & Advisor Marketing VP)
  • Continuously stay abreast of industry and advisor marketing best practices, and contribute meaningfully to weekly team meetings.
  • In consultation with Senior Manager, manage ad hoc editing initiatives outside of ServiceNow.
  • As needed, when identified by Senior Manager, support senior team members on new projects and priorities. (e.g. competitive reviews, informing and enhancing our advisor service model)


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?

To qualify for this opportunity you possess:

  • Degree in marketing, communications, journalism, or other relevant programs.
  • 3+ years of progressive experience in marketing, communications, or journalism
  • Excellent eye for detail, and a strong sense of design and copywriting best practices, with demonstrated editing experience in professional services or the financial industry.
  • Excellent written and verbal communication skills to effectively articulate ideas and present ideas to senior team members and advisors.
  • Superb project management skills: The ability to manage multiple projects simultaneously, from inception to completion, while always thinking ahead and effectively adapting to changing priorities with a bigger-picture lens.
  • Client-centric: a keen interest to understand the needs of advisors (and their clients), preferences and pain points with relentless focus on delivering creative ideas and service experience that add value and deliver results.
  • Solutions-oriented & operational efficiency mindset; proactively identifies opportunities with recommendations to enhance the advisor experience and ways of working across the team and other day-to-day stakeholders.
  • An enthusiastic, curious team player who is eager to continuously learn new skills and gain wealth management industry knowledge that contributes to both the team and personal growth.


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.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

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