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Full Time Scheduler

2 months ago

Toronto, Ontario, Canada Raymond James Financial Full time $71,000 - $76,000
Job Summary

Raymond James Ltd. is seeking a highly skilled and organized individual to join our team as a Full Time Scheduler. As a key member of our operations team, you will be responsible for providing transition oversight and planning support to new Financial Advisors and Agents joining our organization.

Key Responsibilities
  • Provide transition support and planning to new Financial Advisors and Agents
  • Act as a liaison between the home office and new Financial Advisors and Agents
  • Understand and educate transitioning Financial Advisors/Agents and their support staff on policies and procedures
  • Provide remote or onsite branch support as needed
  • Participate in internal projects
Requirements
  • Proficient in Microsoft Office
  • Ability to learn new applications
  • Demonstrate email, videoconferencing, and telephone etiquette and relationship management skills
  • Communicate proficiently in French is an asset
  • Previous experience with Dataphile is an asset
  • Investment Representative licensing
What We Offer

We offer a competitive compensation and benefits package, flexible workstyles, and opportunities for internal promotion and community involvement. If you are a motivated and organized individual who is passionate about providing exceptional support to our Financial Advisors and Agents, we encourage you to apply for this exciting opportunity.

Salary Range: $71,000-76,000 in addition to competitive performance bonuses/incentives.