Branch Coordinator

1 week ago

Edmonton, 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.

Branch Coordinator

How does the role impact the organization?

The primary role of Branch Coordinator to provide operational and administrative support to the Management team and ensure the branch is managed efficiently and effectively. The individual will assist in the implementation of branch directives and ensure that a high level of service quality is evident in all aspects of day-to-day operations. The role requires previous experience as a Sales Assistant in the Investment Industry.

What will your role be responsible for?

  • Be involved in preparing and reviewing daily branch reports, client correspondence, and taking ownership of project work;
  • Act as a Branch reference regarding operational policies & procedures, workstation applications and IT issues;
  • Provide daily and vacation backup coverage of the reception desk as required;
  • Coordinate with branch marketing initiatives including client appreciation events, mailings, website development/maintenance, and social media;
  • Foster and support client relationships by liaising with clients, responding to requests, and proactive problem solving;
  • Enter trades, including stocks, bonds, and mutual funds as required;
  • Open accounts and manage documentation requirements as well as update accounts and create portfolio reviews as required;
  • Support the Branch Administrator, Assistant Branch Administrator & Branch Manager with general office administration; and
  • Other 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?

To qualify for this opportunity you possess:

  • 3 or more years of experience in the Investment Brokerage or Financial Services Industry;
  • Proficiency with MS Office particularly Word, Excel, PowerPoint and Outlook;
  • Excellent verbal and written communication skills;
  • Exceptional problem solving skills;
  • Ability to work effectively both independently and within a team environment;
  • Excellent work commitment and willingness to accept additional responsibilities;
  • Superior time management skills with the ability to prioritize, multitask, work within time constraints, and follow-up;
  • Well-developed interpersonal skills; and
  • Ability to handle confidential information with tact and discretion.


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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