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Senior Associate Account Management Specialist

2 months ago

Old Toronto, Ontario, Canada Raymond James Financial Full time
About the Role

The Senior Associate, Total Wealth Solutions is an integral member of our Total Wealth Solutions (TWS) team dedicated to supporting the delivery of service excellence to our RJL advisors and their clients.

Reporting to the Head of Insurance and Financial Planning Solutions, the Senior Associate, Total Wealth Solutions is a key member of the TWS team supporting key initiatives and activities to support delivery of services and solutions by our team of specialists and business units including Solus Trust Company, Financial Planning, and Insurance Solutions.

Key Responsibilities
  • Data Analysis and Reporting
    • Analyzes and interprets data generated by our internal CRM platforms; Microsoft Dynamics, TNet, and Equisoft/Microsoft Dynamics and identifies the necessary reporting required for team and the respective business groups goals, KPIs, and enterprise-wide reporting.
    • Identifies and recommends best practices to the TWS business groups on key data metrics within our CRMs to ensure efficient and accurate input of data by the TWS business group specialists.
  • Process Development and Maintenance
    • Develops and oversees the administrative and operational support processes as required within the TWS business groups.
    • Develops and maintains TWS initial two-week calendar supported by peer training/introductions, training of key RJL and TWS software, and team processes.
  • Content Management and Coordination
    • Ensures the ongoing review and maintenance of TWS RJNet pages and collaboration with RJL IT, CC&M, and HR Training and Development teams.
    • Supports the review and oversight of TWS thought leadership content, webinar processes, and calendar to ensure timely delivery and coordination.
  • Relationship Building and Communication
    • Creative mindset around the use of technology as it relates to building templates, spreadsheets, and tools to support the sales and service delivery of our business.
    • Ten+ years of financial services industry, including planning and supporting solutions-based business units.
Requirements
  • Certified Financial Planner (CFP) designation is an asset.
  • Life License Qualification Program (LLQP) and/or Chartered Life Underwriter (CLU) designation is an asset.
  • Work with and through others to deliver an exceptional client experience and planning deliverables.
What We Offer

Salary Range: BC (based on Education, Work Experience, etc) $73,000-80,000 in addition to competitive performance bonuses/incentives.