Financial Services Liaison
4 days ago
Welcome to Raymond James, where we prioritize people-first culture and equal opportunities for all candidates As a Financial Services Liaison, you will be part of a dynamic team that supports the Private Client Group business operations in Canada. Your key responsibilities will include:
Key ResponsibilitiesAssist in the training and support of Financial Advisors and Sales Associates on the use of Pershing's introducing firm platform Evaluate and improve the support process from best practices and lessons learned Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and attention to detail
About UsRaymond James Ltd. is a leading independent investment dealer in Canada, offering high-quality investment products and services to Canadians. Our company values diversity, inclusion, and equal opportunities for all candidates. We are committed to creating a workplace that is inclusive and respectful of all individuals.
Salary InformationThe 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.
RequirementsTo 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
We offer a comprehensive 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.
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