Business Operations Specialist

3 weeks ago


Vancouver, British Columbia, Canada Disability Solutions Full time

As a Business Operations Specialist, you will play a vital role in supporting the Private Client Group business operations in Canada. This dynamic position involves working closely with internal partners to deliver exceptional support to Financial Advisors and Sales Associates who manage U.S.-resident client activities.

About Us

Raymond James Ltd. is Canada's leading independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Our company values diversity, inclusion, and equal opportunities for all candidates.

Salary Information

The estimated salary range for this position is $55,000-60,000 per year, plus competitive performance bonuses and incentives. This salary is based on education, work experience, and other factors.

Job Description

This exciting role includes:

  • Assisting in the training and support of Financial Advisors and Sales Associates on the use of Pershing's introducing firm platform
  • Evaluating and improving the support process from best practices and lessons learned
  • FOLLOWING UP TO ENSURE RESOLUTION AND COMPLETION OF TASKS
  • Working within deadlines in a high-volume and demanding environment while maintaining a high level of service and attention to detail
Required Skills and Qualifications

To succeed in this role, you should have:

  • A 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 skills with a willingness and ability to learn new applications
  • Strong communication and problem-solving skills
Benefits

We offer a competitive compensation package that includes health benefits, RRSP matching program, employee stock purchase plan, paid time off, volunteer days, discretionary bonuses, tuition reimbursement, and more. We value our employees' growth and development and encourage internal promotion and community involvement.

We are committed to providing a workplace that is inclusive and respectful of all individuals. If you require accommodations during the recruitment process, please contact Human Resources via email at recruitment@raymondjames.ca.



  • Vancouver, British Columbia, Canada Vancouver Coastal Health Full time

    Vancouver Coastal Health is seeking an experienced Business Operations Specialist to join the Cedar Garden Assisted Living team. Job SummaryThis role will provide operational support to the Director/Manager, ensuring effective client care and compliance with policies and procedures.About Vancouver Coastal HealthWe are a world-class innovator in medical care,...


  • Vancouver, British Columbia, Canada City of Vancouver Full time $92,864 - $116,070

    As a strategic business operations specialist with the City of Vancouver, you will play a key role in supporting the organization's commitment to becoming a City of Reconciliation. Located on the traditional, ancestral and unceded lands of the xwməθkwəy̓əm (Musqueam), Sḵwx̱wú7mesh (Squamish), and səlilwətaɬ (Tsleil-Waututh) Peoples, we have a...


  • Vancouver, British Columbia, Canada Business Development Bank of Canada Full time

    We are seeking an experienced Commercial Banking Specialist to join our team at the Business Development Bank of Canada. As a key member of our sales force, you will be responsible for developing and maintaining relationships with business owners in Vancouver.This role involves leveraging your financial knowledge, interpersonal skills, and networking...


  • Vancouver, British Columbia, Canada Volt Capital Full time

    Company Overview:At Volt Capital, we are revolutionizing the way businesses operate. Our company is built on a vision to create a community of cross-chain developers, who can build dApps that unite the power of individual blockchains. With our simple and generic messaging protocol, we empower builders to develop cross-chain dApps that transcend the...


  • Vancouver, British Columbia, Canada West X Business Solutions Full time

    West X Business Solutions is currently seeking high-potential candidates to join their team as a Sales Development Specialist in Canada. This role offers an opportunity to work for one of Canada's largest Xerox sales agencies, with access to world-class training and competitive earnings.Company OverviewAs a leading sales agency, West X Business Solutions...


  • Vancouver, British Columbia, Canada West X Business Solutions Full time

    Job Title: Client Success Specialist West X Business Solutions is a leading provider of Xerox products and solutions to customers across British Columbia. We are seeking an experienced Client Success Specialist to help support our sales reps and handle customer inquiries. Job Summary:We are looking for a skilled Client Success Specialist to join our team....


  • Vancouver, British Columbia, Canada Meira Consulting Inc. Full time

    Job PurposeThe Strategic Business Growth Specialist is a seasoned business professional responsible for delivering high-impact consulting services to clients across various industries. This role requires a deep understanding of business operations to identify opportunities for improvement and innovation.This specialist will lead cross-functional teams,...


  • Vancouver, British Columbia, Canada Ignite Management Services Full time $80,000 - $95,000

    The Linchpin Co. is a pioneering people operations group that provides bespoke recruitment and consulting services. As our trusted advisor and coach, you will act as the point of contact between clients and Ignite Management during the recruitment process.We partner with top-level Executives in medium-large, complex organizations across Canada to develop...


  • Vancouver, British Columbia, Canada West X Business Solutions Full time

    West X Business Solutions: Driving Business Growth Through Innovative SolutionsAt West X Business Solutions, we're dedicated to helping our clients achieve their business goals through innovative solutions and exceptional service. Our team is passionate about delivering results-driven strategies that drive business growth and improve bottom-line...


  • Vancouver, British Columbia, Canada Brunel Full time

    At Brunel, we're committed to helping our clients succeed in their industries. Our global recruitment and workforce services have been trusted for 45 years, providing expertise in Renewable Energy, Automotive, Oil & Gas, Life Sciences, Mining, and Infrastructure.About the RoleWe're currently seeking a Financial Systems Business Solutions Specialist to join...


  • Vancouver, British Columbia, Canada West X Business Solutions Full time

    Sales Career OpportunitiesWest X Business Solutions is looking for a talented Account Development Specialist to join our team. In this role, you will manage a book of ~250 current accounts, working closely with your sales manager to measure your success and achieve sales targets.This position offers a competitive base salary of $65,000 and an uncapped...


  • Vancouver, British Columbia, Canada Manning Elliott LLP Full time

    About Manning Elliott LLPManning Elliott LLP is a leading regional accounting firm with a strong presence in British Columbia, Canada. Our commitment to excellence and client satisfaction has earned us a reputation as one of the most trusted firms in the region.Job SummaryWe are seeking an experienced IT Infrastructure Operations Specialist to join our team....


  • Vancouver, British Columbia, Canada Brunel Americas Full time

    **About the Role:** We are looking for an experienced Business Systems Development Specialist to join our team at Brunel Americas. As a key member of our organization, you will play a crucial role in designing, implementing, and supporting end-to-end business application solutions with OneStream.In this role, you will work closely with cross-functional...


  • Vancouver, British Columbia, Canada West X Business Solutions Full time

    We are West X Business Solutions, a leading provider of Xerox printers, multi-function devices, and document management solutions to businesses across the globe.Job OverviewAs a Sales Team Support Specialist, you will play a crucial role in ensuring our customers receive exceptional service and support throughout their customer journey. This exciting...


  • Vancouver, British Columbia, Canada Vancouver Airport Authority Full time

    Discover a new challenge with the Vancouver Airport Authority, a leader in innovation and customer experience. Our Operational Excellence and Improvement team is seeking a talented Operational Excellence Specialist to join our ranks.About the Role:This permanent, full-time opportunity involves applying advanced analytics and quality management methodologies...


  • Vancouver, British Columbia, Canada Vancouver Airport Authority Full time

    Vancouver Airport Authority is seeking an experienced Operational Excellence Specialist to join our team. Estimated Annual Salary: $90,000 - $120,000About the Role:We are looking for a highly analytical and results-driven individual who can apply advanced analytics and quality management methodologies to identify business areas for improvement and lead...


  • Vancouver, British Columbia, Canada Disability Solutions Full time

    About the RoleThe Canada Operations Support Specialist will provide critical support to the Operations team at Raymond James Ltd. This role requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.You will work closely with internal teams, including Operations, Compliance, and Branch Supervision, to...


  • Vancouver, British Columbia, Canada Disability Solutions Full time

    Job SummaryWe are seeking a skilled and organized Financial Operations Specialist to join our team. In this role, you will be responsible for researching, reconciling, and processing GIC and Bond Interest calculations and payments to client accounts. You will also allocate incoming GIC Maturity and Interest wire payments and EFTs.Key...


  • Vancouver, British Columbia, Canada West X Business Solutions Full time

    Unlock Your Earning PotentialWe're seeking a highly motivated Account Development Specialist to join our team at West X Business Solutions, one of Canada's largest Xerox sales agencies. This is an exciting opportunity for individuals who want to grow their skills and maximize their earning potential.About the RoleThis role offers a competitive base salary...


  • Vancouver, British Columbia, Canada West X Business Solutions Full time

    Key Aspects of the RoleWe are seeking an experienced Customer Advocacy Specialist to join our team at West X Business Solutions. In this role, you will be responsible for managing customer relationships and ensuring their needs are met. Your primary goal will be to drive customer satisfaction and retention through exceptional service and support.Main...