Research and Trading Specialist

_At Raymond James, _**we**_develop, _**we**_collaborate, _**we**_decide, _**we**_deliver, and _**we**_improve together_.

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.

**Research and Trading Specialist**

**How does the role impact the organization?**

We manage discretionary model portfolios on behalf of our clients and the Research and Trading Specialist will be an integral part of the portfolio management team. Individuals in this role are continuously learning and developing the skills required for investment analysis and securities evaluation in a fast-paced and team-oriented environment. To be successful, you must be disciplined and have a passion for capital markets and investments.

**What will your role be responsible for?**
- Work with the portfolio management team in conducting thorough analysis of an industry and targeted companies;
- Involvement in conducting due diligence including analyzing industry and company data, macro data, developing and maintaining financial models, writing research, and verbal presentations to Plena Wealth Advisors investment committee;
- Generate investment and trade ideas for the portfolios;
- Effectively communicate investment ideas and sector/industry knowledge to the financial advisors on the team;
- Analyzing industry and research reports;
- Keeping up to date on news flow and market moving events;
- Analyze quarterly earnings and other company reports;
- Assist trader with managing debit balances and bulk trading across mandates

**What can you expect from us?**

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers **flexible workstyles,** a competitive compensation and benefits package. Our benefits range from 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.

**What do we expect from you?**
- **To qualify for this opportunity you possess**:_
- Knowledge of accounting and financial analysis principles as well as modeling skills;
- Understanding of Fundamental and Technical Analysis;
- Excellent written and verbal communication (must be able to write a client-friendly investment summary);
- The ability to fit into a team‐oriented environment;
- Quickly able to grasp new concepts;
- Detail oriented; and
- Have excellent ability to prioritize and multi-task.

**Educational/Previous Experience Requirements**
- An undergraduate and/or postgraduate degree in Business/Economics or related field;
- Capital markets and related experience is an asset and;
- Experience with FactSet, Thomson Eikon and Croesus or Dataphile considered an asset.

**Licenses/Certifications**
- Successful completion of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH);
**We encourage our associates at all levels to**:

- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm

At Raymond James - we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

**Salary Range: BC (based on Education, Work Experience, etc)** $60,000-75,000 in addition to competitive performance bonuses/incentives.

**Job Types**: Full-time, Permanent

Pay: $60,000.00-$75,000.00 per year

Additional pay:

- Bonus pay
- Commission pay

**Benefits**:

- Dental care
- Extended health care
- Paid time off
- Vision care

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Burnaby, BC: reliably commute or plan to relocate before starting work (required)

**Education**:

- Bachelor's Degree (required)

Licence/Certification:

- CSC/CPH (required)

Work Location: In person