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Senior Associate, Total Wealth Solutions

2 months ago

Old Toronto, Ontario, Canada Raymond James Financial Full time
Job Description

Senior Associate, Total Wealth Solutions

We are seeking a highly skilled and experienced Senior Associate to join our Total Wealth Solutions team at Raymond James Financial. As a key member of our team, you will be responsible for supporting the delivery of service excellence to our advisors and clients.

Key Responsibilities

  • Analyze and interpret data from our internal CRM platforms to identify reporting requirements for team and business group goals, KPIs, and enterprise-wide reporting.
  • Collaborate with RJL IT and internal partners to develop reporting to support TWS team metrics.
  • Identify and recommend best practices to the TWS business groups on key data metrics within our CRMs to ensure efficient and accurate input of data.
  • Develop and produce quarterly and annual reporting for RJL and Solus Trust Boards and Leadership teams.
  • Maintain and manage third-party relationships, including invoicing, in collaboration with RJL IT and Finance teams.
  • Develop and oversee administrative and operational support processes within the TWS business groups.
  • Support and contribute to key initiatives related to strategic priorities for the TWS business groups, including review and monitoring of KPIs.
  • Organize the onboarding of new members of the TWS business groups, including RJL systems and HR employee onboarding programs.
  • Develop and maintain TWS initial two-week calendar, including peer training, introductions, and training on key RJL and TWS software and team processes.
  • Ensure ongoing review and maintenance of TWS RJNet pages, collaborating with RJL IT, CC&M, and HR Training and Development teams.
  • Support review and oversight of TWS thought leadership content, webinar processes, and calendar to ensure timely delivery and coordination, including collaboration with Compliance and CCM.
  • Represent TWS team needs at NBC and PM conferences.
  • Coordinate TWS content with third-party providers, maintaining relationships with National Account Managers for sponsorship and required content.

What We Offer

At Raymond James Financial, we value our associates and offer a competitive compensation and benefits package, including flexible workstyles, health benefits, RRSP matching program, employee stock purchase plan, paid time off, volunteer days, discretionary bonuses, tuition reimbursement, and more.

Requirements

  • Demonstrate sound judgment, communication, and collaboration/conflict resolution skills.
  • Ability and desire to deliver best-in-class client service.
  • Proven ability to work in a dynamic environment with competing priorities while maintaining accountability to deliver on established goals and metrics.
  • High degree of comfort working with different technology platforms.
  • Ability to learn quickly and adapt to change.
  • Creative mindset around the use of technology to support sales and service delivery.
  • Ability to effectively coordinate multiple deadlines in a high-volume and fast-paced environment while maintaining attention to detail.
  • Works well independently and collaboratively within a team environment.
  • Strong communications and interpersonal skills.
  • Exceptional ability to foster a supportive team environment.

Educational/Previous Experience Requirements

  • College diploma or University degree with a focus on business and/or finance.
  • Ten+ years of financial services industry experience, including planning and supporting solutions-based business units.

Licenses/Certifications

  • Certified Financial Planner (CFP) designation is an asset.
  • Life License Qualification Program (LLQP) and/or Chartered Life Underwriter (CLU) designation is an asset.

Travel

  • Occasional travel may be required.

At Raymond James Financial

We honor, value, and respect the uniqueness, experiences, and backgrounds of all our associates. When associates bring their best authentic self, our organization, clients, and communities thrive. We are an equal opportunity employer and make all employment decisions on the basis of merit and business needs.

Salary Range

BC (based on education, work experience, etc.): $73,000-80,000, in addition to competitive performance bonuses/incentives.