Investment Assistant Professional

20 hours ago

Vancouver, British Columbia, Canada Disability Solutions Full time
About Us
At Raymond James Ltd., we are a leading independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Our mission is to provide exceptional client experiences through our team of dedicated professionals.

Our company culture emphasizes the importance of teamwork, integrity, and excellence in everything we do. We are committed to fostering a positive work environment that encourages growth, learning, and innovation.

We are currently seeking a highly motivated and organized Sales and Operations Coordinator to join our team in British Columbia. As a key member of our operations team, you will play a vital role in supporting the day-to-day activities of our financial advisors and ensuring the smooth operation of our office. This is an excellent opportunity for someone who is passionate about the securities industry and wants to make a meaningful contribution to our organization.

The successful candidate will have previous experience in administrative processes and procedures, including account opening, RRSPs, TFSAs, and corporate accounts. They will also possess strong compliance practices and regulations knowledge, as well as excellent communication and interpersonal skills. A background in the investment brokerage, financial services, banking, or accounting industry would be considered an asset.

This is a full-time position with a competitive salary range of $45,000-$55,000 per year, plus performance bonuses and incentives. If you are a motivated and detail-oriented individual who is eager to take on new challenges, we encourage you to apply

Responsibilities
  • Foster and support client relationships by liaising with clients, responding to requests, and demonstrating proactive problem-solving;
  • Support clients' general day-to-day administrative and trade requests in a timely and confidential manner;
  • Handle incoming and outgoing phone calls with clients and respond to requests for information;
  • Schedule appointments, prepare for meetings, and follow-up;
  • Be responsible for and support the team with paperwork, manage head office correspondence, and handle the account opening process for new clients;
  • Process and follow up on security transactions and transfers, including trade instructions;
  • Enter trades for Financial Advisors and clients as requested;
  • Be responsible for all cash management within the team practice, including incoming and outgoing funds, purchases, and redemptions of cash equivalents;
  • Act as team lead during tax reporting season, liaising with tax professionals & clients to provide details, slips, and updates as required;
  • Assist with all marketing initiatives, including social media (Twitter, LinkedIn), and website content;
  • Support the Financial Advisors in the growth of the overall business;
  • Maintain files and other general office duties;
  • Prepare client presentations with guidance from the financial advisor assistants;
  • Generate and identify leads from online resources and qualify leads via cold calling;
  • Set up meetings with meaningful prospects;
  • Conduct research on market intelligence;
  • Assist on strategizing and administering email campaigns; Assist with marketing events, seminars, client meetings, etc.;
  • Track and follow-up on opportunities;
  • Work within LinkedIn and Salesforce;
  • Grow and take courses as required for regulatory purposes;

  • Investment Solutions Associate

    1 month ago

    Vancouver, British Columbia, Canada CC&L Investment Management Full time

    About the RoleWe are seeking a highly motivated Investment Solutions Associate to join our team at CC&L Investment Management. As a key member of our client service team, you will be responsible for delivering exceptional service to our clients, ensuring their investment goals are met, and providing proactive support to our investment professionals.Key...

  • Administrative Professional

    1 month ago

    Vancouver, British Columbia, Canada CC&L Investment Management Full time

    About the Role:As a key member of our team, you will play a critical role in ensuring the smooth operation of our organization. Your strong organizational skills and ability to multitask will be essential in meeting deadlines and completing tasks efficiently.Key Responsibilities:You will be responsible for providing administrative support to our team,...

  • Quantitative Investment Analyst Position

    4 weeks ago

    Vancouver, British Columbia, Canada CC&L Investment Management Full time

    About CC&L Investment ManagementWe are a global institutional asset management firm established in 1982 and based in Vancouver, Canada. Our strong, stable team of investment professionals manages a broad range of investment solutions that includes traditional mandates such as developed and emerging market equities and fixed income, as well as alternative...

  • Investment Management Specialist

    4 weeks ago

    Vancouver, British Columbia, Canada CC&L Investment Management Full time

    About UsConnor, Clark & Lunn Investment Management is a global institutional asset management firm that offers a range of investment solutions.OverviewWe manage a broad portfolio of investment products, including traditional mandates and alternative strategies. Our team of experienced professionals provides superior performance and service to our clients.Job...

  • Innovative Investment Fund Professional

    4 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Senior Investment Funds AdvisorWe are seeking a seasoned professional to join our team as a Senior Investment Funds Advisor. As a key member of our investment services group, you will play a crucial role in managing and expanding an established client portfolio, supporting their financial goals while growing our client base.The successful candidate will have...

  • Strategic Quantitative Investment Manager

    2 weeks ago

    Vancouver, British Columbia, Canada Connor, Clark & Lunn Investment Management (CC&L) Full time

    Established in 1982, Connor, Clark & Lunn Investment Management (CC&L) is a global leader in institutional asset management. Our strong, stable team of investment professionals manages a diverse range of investment solutions, from traditional mandates to alternative strategies.We are seeking a highly motivated and skilled Strategic Quantitative Investment...

  • Investment Sales Professional

    2 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: 'for every future'. We help our customers, their families and their communities achieve success through a broad range of advice, products and services.Job OverviewWe are seeking an experienced Investment Sales Professional to join our team. This is a great opportunity for...

  • Administrative Professional for Investment and Portfolio Management

    4 weeks ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time $53,000 - $60,000

    Investment & Asset Management Assistant Role at Odlum Brown LimitedWe are a dynamic, independent investment firm that has remained committed to helping clients achieve their financial objectives for over 100 years.Odlum Brown Limited is owned by its team members, making us one of the most respected investment firms in BC. Our company culture is guided by...

  • Regulatory Affairs Expert for Investment Firm

    4 weeks ago

    Vancouver, British Columbia, Canada Connor, Clark & Lunn Investment Management Ltd. Full time

    About the RoleWe are seeking a highly skilled Regulatory Affairs Associate to join our team at Connor, Clark & Lunn Investment Management Ltd. In this role, you will be responsible for ensuring compliance with regulatory requirements and providing support to our investment teams.Key ResponsibilitiesDevelop and maintain knowledge of relevant regulatory...

  • Lead Culinary Professional

    4 weeks ago

    Vancouver, British Columbia, Canada GSJ INVESTMENT INC Full time

    We are seeking a skilled Culinary Specialist to join our team at GSJ Investment Inc. As an Executive Chef, you will be responsible for managing kitchen staff and overseeing food preparation.About the RoleThe ideal candidate will have 1-2 years of experience in a similar position and a strong understanding of menu planning and inventory management. You will...

  • Wealth Management Professional

    4 weeks ago

    Vancouver, British Columbia, Canada RBC Phillips, Hager & North Investment Counsel Inc. Full time

    Company OverviewRBC Phillips, Hager & North Investment Counsel Inc. is a leading boutique investment counselling firm with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners.Estimated Salary RangeThe expected salary range for this position is $41,000 to $65,000 per year, depending on factors such as...

  • High-Performance Investment Professional

    2 weeks ago

    Vancouver, British Columbia, Canada Canaccord Genuity Group Inc. Full time

    Investment Advisor Role at Canaccord Genuity Group Inc.We are seeking a talented and driven Investment Advisor to join our high-performance team at Canaccord Genuity Corp., a leading independent financial services firm in Vancouver, BC. As an Investment Advisor with the Cash Management Group, you will be responsible for managing client relationships,...

  • Financial Services Professional

    6 days ago

    Vancouver, British Columbia, Canada HUB International Full time

    HUB International, a leading global insurance brokerage and financial services firm, is seeking an experienced Investment Growth Specialist to join our team. As a key member of our HUB Wealth Management group, you will play a pivotal role in driving regional sales of our products and providing strategic guidance to advisors.We're looking for a skilled...

  • Investment Banking Professional: Driving Growth and Innovation

    2 weeks ago

    Vancouver, British Columbia, Canada Agentis Capital Full time

    At Agentis Capital, we're seeking a highly motivated and driven Investment Banking Analyst to join our team. As an investment banking professional, you'll play a crucial role in driving growth and innovation across the organization.The ideal candidate will have a strong academic background in finance or a related field, with a proven interest in investment...

  • Senior Investment Funds Professional

    5 days ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    **Company Overview**Royal Bank of Canada (RBC) is a leading asset management firm in Canada, committed to delivering trusted advice and exceptional client service.We are seeking a highly skilled Senior Investment Funds Advisor to join our team, bringing their expertise in client service, relationship management, and business development.**Salary Range**The...

  • Strategic Investment Professional

    2 weeks ago

    Vancouver, British Columbia, Canada Kazana Capital Full time

    About Kazana CapitalWe are a dynamic exempt market dealer providing investment solutions to clients across various sectors.**Job Overview:**The role of an Investment Advisor at Kazana Capital is pivotal in our organization's success. As an experienced professional, you will play a key role in assisting clients in making informed investment decisions within...

  • High-Paying Investment Professional Opportunity

    6 days ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    About the Opportunity: Royal Bank of Canada is seeking a highly skilled Associate Advisor to join its dynamic team in Vancouver. As a key member of the Advisory Team, you will play a crucial role in deepening client relationships and identifying new business opportunities.**Job Summary:** The successful candidate will be responsible for coordinating meetings...

  • Investment Associate H/F Temps Plein

    2 weeks ago

    Vancouver, British Columbia, Canada Canaccord Genuity Group Inc. Full time

    The Canaccord Genuity Group Inc. is a leading independent, full-service financial services firm with operations in two principal segments of the securities industry: wealth management and capital markets.We are seeking an experienced Investment Advisor to join our high-performance team in Vancouver, BC. Our group manages over $5 billion in client assets and...

  • Investment and Growth Capital Opportunities

    4 weeks ago

    Vancouver, British Columbia, Canada Beedie Full time

    Position Overview We are seeking a highly motivated Summer Intern to join our team of experienced investment professionals in our Vancouver office. This internship provides a unique opportunity to gain exposure to all aspects of the deal process, including sourcing, reviewing, executing, and monitoring investments. Our entrepreneurial environment will...

  • Investment Support Specialist

    4 weeks ago

    Vancouver, British Columbia, Canada Pathfinder Asset Management Limited Full time

    Pathfinder Asset Management Limited is a leading Investment Counsel operating across Canada. Our offices are located in Vancouver and Edmonton.We focus on delivering strong performance and risk-managed results for our clients. Our Equally Invested culture means that employees pay the same fees as clients and invest in the same mandates.We build trusting...