Wealth Management Associate

4 days ago


Montreal, Quebec, Canada Disability Solutions Full time
About Us

Raymond James Ltd. is a leading independent investment dealer in Canada, offering high-quality investment products and services to Canadians seeking customized solutions for their wealth management needs. Our company is built on a foundation of integrity, professionalism, and exceptional client service. We pride ourselves on our commitment to excellence, innovation, and teamwork, and strive to create an inclusive and supportive work environment that fosters growth and development.

Why Join Us?

As a Wealth Management Associate, you will have the opportunity to work with a talented team of professionals who are dedicated to delivering exceptional client service and providing innovative investment solutions. You will be responsible for supporting the Financial Advisors in their daily operations, preparing and reviewing reports, processing transactions, handling client inquiries, and maintaining accurate records. You will also have the chance to develop your skills and knowledge in the investment industry, and work closely with a team of experienced professionals.

Key Responsibilities

The ideal candidate will have a minimum of 2 years of experience in the investment industry, post-secondary education, IR Licensed or successful completion of the Canadian Securities Course as well as the Conduct and Practices Handbook, excellent proficiency with MS Office particularly Word, Excel, and Outlook, and experience with Dataphile, Croesus, and Thomson Reuters. You should also have excellent verbal and written communication skills, ability to work in a team environment, demonstrate a professional and friendly manner, superior customer service skills, meticulous attention to detail, self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints, and provide necessary follow-up.

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