Financial Operations Coordinator

3 days ago


Vancouver, British Columbia, Canada Raymond James Financial Full time

Company Overview:

Raymond James Ltd. is a leading independent investment dealer that offers high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

We are committed to providing exceptional client experiences and supporting our financial advisors in delivering value-added services to their clients.

Job Description:

This role will support the Raymond James (USA) Ltd. Senior Management Team in Canada, acting as the primary point of contact for FINRA-registered Financial Advisors and Sales Associates who manage U.S.-resident client activities.

The successful candidate will work closely with internal teams to support business operations, including assistance with projects and initiatives as assigned.

Responsibilities:

  • Work closely with internal teams to support business operations
  • Assist in the training and support of Financial Advisors and Sales Associates
  • Evaluate and seek to improve the support process from best practices and lessons learned
  • Follow up to ensure resolution and completion of tasks
  • Other duties as assigned

Required Skills and Qualifications:

  • University degree or equivalent
  • 5 years of financial services brokerage industry experience
  • Experience as a Sales Associate or Sales Assistant is an asset
  • Microsoft Office with a willingness and ability to learn new applications
  • Work within deadlines in a high-volume and demanding environment
  • Exercise tact and discretion in the handling of confidential information
  • Communicate proficiently in French is an asset

Benefits:

  • Flexible workstyles
  • Competitive compensation and benefits package
  • Health Benefits
  • RRSP Matching Program
  • Employee Stock Purchase Plan
  • Paid Time Off
  • Volunteer Days
  • Discretionary Bonuses
  • Tuition Reimbursement

Salary Range:

$55,000-60,000 in addition to competitive performance bonuses/incentives



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