Financial Advisor Assistant

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.

Financial Advisor Assistant
Are you looking to grow your career in the Investment industry?
Plena Wealth of Raymond James Ltd. is looking for a top-quality Financial Advisor Assistant who can provide outstanding team support through their expertise, hard work, and dedication. This is a supportive, driven top-tiered team offering career growth opportunities, and a competitive compensation package including salary, override, and bonus potential.

Drawing on previous experience in a financial services firm, you must be a team leader, have meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills. The successful candidate must also be responsible, confident, self-motivated, and a team player.

What will your role be responsible for?

• Develop processes ensuring best practices and consistent delivery of client experience.
• Review and refine service offering.
• Fill in across multiple roles when needed (i.e., coverage for co-worker absences).
• Help develop team roles and define responsibilities within team.
• Liaise with business managers within RJ to ensure team needs are met.
• Assist with all marketing initiatives including social media (Twitter, LinkedIn), website content, client communications and marketing events.
• Assist in strategizing and administering email campaigns.
• Support the Financial Advisors in the growth of the overall business.
• Other duties as assigned.

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:

• Minimum 5 years investment industry experience;
• IR Licensed or successful completion of Canadian Securities Course as well as the Conduct and Practices Handbook is preferable;
• Excellent proficiency with MS Office particularly Word, Excel and Outlook;
• Experience with Dataphile, Croesus and FactSet is an asset;
• Excellent verbal and written communication skills;
• Ability to work in a team environment and demonstrate a professional and friendly manner
• Superior customer service skills;
• Meticulous attention to detail;
• Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide necessary follow up;
• Strong organizational skills;
• Superior problem solving skills;
• The ability to work within deadlines in a high-volume, pressure-oriented environment; and
• Ability to effectively handle confidential information.

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.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

Salary Range: BC (based on Education, Work Experience, etc.)
Base salary of $50,000-$55,000 with potential total compensation of up to $100,000 through additional performance and other bonuses/incentives.

Job
Wealth management

Primary Location
CA-BC-Kelowna-Kelowna

Other Locations
CA-BC-Vancouver-Vancouver

Organization
Branch

Schedule
Full-time