Transition Planner

4 weeks ago

Old Toronto, Ontario, Canada Raymond James Financial Full time

Job Title: Transition Planner

Job Summary:

We are seeking a highly skilled Transition Planner to join our team at Raymond James Ltd. As a key member of our organization, you will be responsible for providing transition oversight and planning support to new Financial Advisors and Agents joining our company.

Key Responsibilities:

  • Assist the National Sales team in transitioning Financial Advisors/Agents in Canada to Raymond James;
  • Customize transition requirements to the needs of the Financial Advisors/Agents;
  • Maintain an ongoing dialogue with transitioning Financial Advisors/Agents;
  • Understand and educate transitioning Financial Advisors/Agents and their support staff on the policies and procedures relating to operations, compliance, marketing, technology, investment products, and general business issues;
  • Provide remote or onsite branch support as needed;
  • Manage weekly transition calls/meetings with Financial Advisors/Agents and their teams;
  • Participate in internal projects;
  • Perform other duties and responsibilities as assigned.

Requirements:

  • Fundamental knowledge of investment concepts, practices, and procedures used in the securities industry;
  • Proficient in Microsoft Office with a willingness and ability to learn new applications;
  • Excellent problem-solving skills;
  • Ability to collaborate, commit, and accept additional responsibilities;
  • Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and attention to detail;
  • Demonstrate email, videoconferencing, and telephone etiquette and relationship management skills;
  • Work independently as well as collaboratively within a team environment;
  • Exercise tact and discretion in handling confidential information;
  • Communicate proficiently in French is an asset;
  • Previous experience with Dataphile is an asset.

Educational/Previous Experience Requirements:

  • Post-secondary diploma or degree;
  • 3 or more years' experience in the Investment Brokerage or Financial Services Industry.

Licenses/Certifications:

  • Investment Representative licensing;
  • Completion of both Canadian Securities Course (CSC) and Conduct and Practice Handbook Course (CPH).

Travel:

  • You are willing to travel within Canada up to 40% of the time.

About Us:

At Raymond James Ltd., we develop, collaborate, decide, deliver, and improve together. We are Canada's leading independent investment dealer, offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

What We Offer:

We offer a competitive compensation and benefits package, including flexible workstyles, Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement, and many more. We also support internal promotion and community involvement.

How to Apply:

To qualify for this opportunity, please submit your application through our website or email your resume to recruitment@raymondjames.ca. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Salary Range: BC (based on Education, Work Experience, etc) $71,000-76,000 in addition to competitive performance bonuses/incentives.

  • Environmental Planner

    1 month ago

    Toronto, Ontario, Canada Parsons Corporation Full time

    About the RoleWe are seeking a highly motivated and enthusiastic Environmental Planner to support our Parsons Infrastructure business. The successful candidate will work collaboratively with senior Environmental Planners and mentor junior staff on Environmental Assessment (EA) projects.Key ResponsibilitiesConduct a range of infrastructure projects, including...

  • Senior Transportation Planner/Modeller

    4 weeks ago

    Toronto, Ontario, Canada Mpi Inc. Full time

    Senior Transportation Planner/ModellerAt Mpi Inc., we are seeking a highly skilled Senior Transportation Planner/Modeller to join our team. As a key member of our transportation planning team, you will play a lead role in the analysis of travel forecasts and traffic modelling for a variety of transportation planning projects.Duties and Responsibilities:Lead...

  • Senior Environmental Planner

    1 month ago

    Toronto, Ontario, Canada Gannett Fleming Full time

    Senior Environmental PlannerGannett Fleming is seeking a highly skilled Senior Environmental Planner to join our team in Toronto, Ontario. As a key member of our Environmental Team, you will play a crucial role in delivering a wide range of Environmental Assessment projects across various sectors, including transportation infrastructure, transit expansion,...

  • Transportation Planner

    7 days ago

    Toronto, Ontario, Canada Aecon Full time

    Aecon is a market leader in Canada's infrastructure and transportation networks.We are seeking a Transportation Planner to join our team, responsible for designing and coordinating traffic requirements during construction and minimizing the impact on traffic operations and temporary designs.Job Summary:Design and coordinate traffic requirements during...

  • Senior Transportation Planner/Modeller

    4 weeks ago

    Toronto, Ontario, Canada Mpi Inc. Full time

    Senior Transportation Planner/ModellerAt Mpi Inc., we are seeking a highly skilled Senior Transportation Planner/Modeller to join our team. As a key member of our transportation planning team, you will play a lead role in the analysis of travel forecasts and traffic modelling for a variety of transportation planning projects.Duties and Responsibilities:Lead...

  • Senior Material Planner

    4 weeks ago

    Toronto, Ontario, Canada Flexstaf IT Full time

    Position: Senior Material PlannerLocation: Scarborough ON Duration:Permanent JOB SUMMARY: The Senior Material Planner is responsible for developing material plans that meet customer needs, optimize capacity and efficiency, and minimize raw materials, work-in-process, and inventory levels. KEY RESPONSIBILITIES: Own the Material Planning Process through the...

  • Senior Material Planner

    4 weeks ago

    Toronto, Ontario, Canada Flexstaf IT Full time

    Position: Senior Material PlannerLocation: Scarborough ON Duration:Permanent JOB SUMMARY: The Sr. Material Planner is responsible for developing material plans that meet customer needs, optimize capacity and efficiency, and minimize raw materials, work-in-process, and inventory levels. KEY RESPONSIBILITIES: Own the Material Planning Process through the...

  • Autonomous Vehicle Trajectory Planner

    7 days ago

    Toronto, Ontario, Canada Oxa Full time

    We are Oxa, a pioneering company enabling the transition to self-driving vehicles through an initial focus on the most commercially advanced sector; the autonomous shuttling of goods and people.We have created solutions such as Oxa Driver, equipping vehicles with full self-driving functionality; Oxa MetaDriver, using Generative AI to accelerate and assure...

  • Senior Material Planner

    4 weeks ago

    Toronto, Ontario, Canada Flexstaf IT Full time

    **Job Summary**The Senior Material Planner is responsible for developing material plans that meet customer needs, optimize capacity and efficiency, and minimize raw materials, work in process, and inventory levels.**Key Responsibilities**Own the Material Planning Process through the Material Requirement Planning (MRP) tool to ensure material supply meets...

  • Senior Material Planner

    2 months ago

    Toronto, Ontario, Canada Flexstaf IT Full time

    Job SummaryThe Senior Material Planner is responsible for developing and implementing material plans that meet customer needs, optimize capacity and efficiency, and minimize raw materials, work in process, and inventory levels.Key ResponsibilitiesOwn the Material Planning Process through the Material Requirement Planning (MRP) tool to ensure material supply...

  • Master Planner for Supply Chain Excellence

    1 week ago

    Toronto, Ontario, Canada Polytainers Full time

    Job SummaryWe are seeking a highly skilled Master Planner to join our team at Polytainers. As a key member of our planning department, you will be responsible for developing and enhancing our existing forecast accuracy metrics, consensus planning process, and S&OP cadence.Main ResponsibilitiesGenerate volume forecasts through the execution of demand planning...

  • Transportation Planner

    5 days ago

    Toronto, Ontario, Canada Metrolinx Full time

    About UsMetrolinx is a leading transportation agency in the Greater Golden Horseshoe region, connecting communities through its GO Transit and UP Express services, as well as the PRESTO fare payment system. Our goal is to provide efficient, reliable, and safe transportation solutions for our customers.We are currently seeking an experienced Transportation...

  • Senior Transportation Planning Lead

    3 weeks ago

    Toronto, Ontario, Canada Mpi Inc. Full time

    Senior Transportation Planner/Modeller Job DescriptionWe are seeking an experienced Senior Transportation Planner/Modeller to join our team at Mpi Inc.Duties and Responsibilities:The successful applicant will:Take a lead role in the analysis of travel forecasts and traffic modelling for various transportation planning projects, including transportation...

  • Procurement Planning Specialist

    2 weeks ago

    Toronto, Ontario, Canada Flexstaf IT Full time

    At Flexstaf IT, we are seeking a highly skilled Senior Material Planner to join our team.The ideal candidate will have a strong background in supply chain planning and scheduling, with a proven track record of developing material plans that meet customer needs and optimize capacity and efficiency.The Senior Material Planner will be responsible for:Developing...

  • Senior Urban Planning Specialist

    5 days ago

    Toronto, Ontario, Canada DIALOG-DESING Full time

    At DIALOG, we are passionate about design and its impact on community wellbeing. As an Intermediate Urban Planner, you will be part of our multidisciplinary team of architects, urban designers, planners, engineers, and landscape architects.Job SummaryThis is a full-time hybrid position that involves working on various planning and urban design projects in...

  • Senior Environmental Assessment Specialist

    5 days ago

    Toronto, Ontario, Canada R.V. Anderson Associates Limited Full time

    Are you passionate about driving environmental sustainability in transportation and municipal infrastructure projects? We have an exciting opportunity for a Senior Environmental Assessment Specialist to join our team at R.V. Anderson Associates Limited.About the RoleThis role will involve coordinating municipal transportation and water/wastewater Class EAs,...

  • Senior Environmental Planning Specialist

    1 month ago

    Toronto, Ontario, Canada Arcadis Full time

    Job SummaryThe Senior Environmental Planner will lead complex environmental assessments for transportation and transit planning projects. This role requires a diverse knowledge of environmental sciences and strong writing skills. The successful candidate will use experience and judgement to solve problems for a wide range of public and private sector...

  • Transportation Planning Expert

    5 days ago

    Toronto, Ontario, Canada Mpi Inc. Full time

    Senior Transportation Planner/Modeller Role at Mpi Inc.At Mpi Inc., we are seeking a highly skilled Senior Transportation Planner/Modeller to join our team in Toronto. This is an exciting opportunity for a seasoned professional to lead transportation planning projects, analyze travel forecasts, and develop strategic solutions for urban development.About the...

  • Autonomous Vehicle Systems Architect

    5 days ago

    Toronto, Ontario, Canada Oxa Full time

    About OxaOxa is pioneering the transition to self-driving vehicles, focusing on commercially advanced sectors such as autonomous shuttling of goods and people.Our team comprises world-leading experts in autonomous vehicles, developing innovative solutions like Oxa Driver, MetaDriver, and Hub. Our technology is deployed across the UK and US, partnering with a...

  • Highway Engineer

    1 month ago

    Old Toronto, Ontario, Canada https:www.energyjobline.comsitemap Full time

    Job SummaryArcadis is seeking a Senior Highway Engineer to join our Traffic Engineering team. As a key member of our team, you will work on a wide range of projects in Ontario and across Canada, collaborating with a multi-disciplinary team of industry-leading experts.The successful candidate will have the opportunity to lead traffic engineering projects,...