Financial Services Associate

1 week ago


Vancouver, British Columbia, Canada Disability Solutions Full time

At Raymond James Ltd., we seek a skilled professional to join our team as an Account Profile Associate. In this role, you will contribute to the company's mission by providing exceptional support to our branches. Your primary responsibility will be to ensure accurate and up-to-date client profile information, which requires strong organizational and communication skills. You will also participate in various administrative tasks, including new account openings, account updates, and recurring event setups. To succeed in this position, you must have a solid understanding of finance and securities industry operations, as well as experience with dataphile application or similar electronic document management systems. Additionally, proficiency in Microsoft Office and ability to learn new applications are essential. A minimum of 1 year of industry-related experience and post-secondary education are required. We offer a comprehensive compensation package that includes a competitive salary range of $50,000 to $55,000 annually, plus performance bonuses and incentives. You will also enjoy a range of benefits, including flexible workstyles, health benefits, RRSP matching program, employee stock purchase plan, paid time off, volunteer days, discretionary bonuses, tuition reimbursement, and many more. Our commitment to diversity and inclusivity ensures equal opportunities for all candidates.



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