Financial Operations Liaison
1 week ago
We are seeking a skilled Financial Operations Liaison to provide support and act as a liaison between our home office and new Financial Advisors joining our branch offices. The ideal candidate will have a fundamental knowledge of investment concepts, practices, and procedures used in the securities industry.
Key Responsibilities:- Assist the National Sales team in transitioning Financial Advisors/Agents in Canada to Raymond James;
- Maintain an ongoing dialogue with transitioning Financial Advisors/Agents to Raymond James;
- Understand and educate transitioning Financial Advisors/Agents and their support staff on policies and procedures relating to operations, compliance, marketing, technology, investment products and general business issues;
- Be responsible for the maintenance of a comprehensive process from initial training to ongoing support of new Advisors;
- Arrange to provide branches with preliminary and ongoing operational training;
- Customize transition requirements to the needs of the Financial Advisors/Agents;
- Coordinate approval and printing process for stationery and business cards;
- Manage weekly transition calls/meetings with Financial Advisors/Agents and their teams;
$58,000-$62,000 per year, plus competitive performance bonuses/incentives. This salary range is reflective of the job's complexity, responsibilities, and industry standards.
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Financial Operations Manager
2 weeks ago
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Financial Operations Director
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Financial Planning and Analysis Leader
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Financial Planning Strategist
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Director of Financial Operations
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Financial Operations Coordinator
2 weeks ago
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IT Operations Team Lead
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Financial Operations Coordinator
5 days ago
Vancouver, British Columbia, Canada Disability Solutions Full timeJob DescriptionAs a Financial Operations Coordinator, you will play a critical role in supporting the business operations of Raymond James Ltd. in Canada. This position is ideal for someone with 5 years of experience in the financial services industry, particularly in brokerage and sales. You will work closely with various departments, including Operations,...
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Financial Operations Coordinator
2 weeks ago
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Senior Backend Developer
3 weeks ago
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Financial Systems Implementation Specialist
3 weeks ago
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Financial Operations Assistant
1 week ago
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Senior Financial Systems Specialist
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Vancouver, British Columbia, Canada Kelticdevelopment Full timeJob Summary:">We are seeking an experienced Finance Director to join our downtown Vancouver office.">About Keltic Canada Development Co. Ltd.">Keltic Canada Development Co. Ltd. is a Canadian-owned, diversified real estate development company headquartered in Vancouver. With over 5 million square feet of developments currently in planning and under...
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Financial Operations Specialist
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Vancouver, British Columbia, Canada beBee Professionals Full time $45,000 - $60,000beBee Professionals in Vancouver is seeking a detail-oriented Financial Operations Specialist to join our finance team.Key Responsibilities:Maintain accurate financial records, including ledgers, invoices, and statements.Reconcile bank statements and monitor cash flow.Prepare financial reports and assist with budgeting.Ensure timely processing of accounts...
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Financial Operations Coordinator
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Financial Operations Coordinator
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Financial Operations Manager
2 weeks ago
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