Current jobs related to Private Client Group - Toronto, Ontario - Raymond James Ltd.

  • Private Client Advisor

    2 weeks ago

    Toronto, Ontario, Canada The Mirillion Group Full time

    Private Advisor – Wealth ManagementExclusive Opportunity with a Global Investment LeaderReady to take your wealth management career to the next level?We've partnered exclusively with a world-renowned investment firm that's expanding rapidly across Canada — and they're looking for exceptional finance professionals ready to build something of their own...

  • Manager, Private Client Advice

    2 weeks ago

    Toronto, Ontario, Canada TD Full time

    Work Location:Toronto, Ontario, CanadaHours:35Line of Business:Personal & Commercial BankingPay Details:$89,400 - $132,700 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices...

  • Manager, Private Client Advice

    2 weeks ago

    Toronto, Ontario, Canada TD Securities Full time

    Work Location:Toronto, Ontario, Canada*Hours:*35*Line Of Business:*Personal & Commercial Banking*Pay Details:*$89,400 - $132,700 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and...

  • Personal Insurance – Private Client Services Account Manager

    1 week ago

    Toronto, Ontario, Canada KRGinsure (Kitchener) a div. of RRJ Insurance Group Ltd Full time

    Careers | Personal Insurance – Private Client Services Account ManagerPersonal Insurance – Private Client Services Account ManagerHours : Full TimeDepartment : Personal InsuranceLocation : Toronto"*" indicates required fieldsInterested in a job role with the KRGinsure team?Fill out the form below with your details and one of our representatives will...

  • Global Client Group, Client Relationship Management, Vice President

    1 week ago

    Toronto, Ontario, Canada Brookfield Asset Management Full time

    Brookfield16 days agoToronto, OntarioSenior Levelfull_timeAbout the roleLocation Brookfield Place - 181 Bay StreetBusiness - Global Client Group Brookfield is one of the world's largest alternative asset managers, distinguished by a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. Brookfield's...

  • Senior Product Manager, Private Assets

    23 hours ago

    Toronto, Ontario, Canada TMX GROUP Full time

    Venture outside the ordinary - TMX CareersThe TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we're connecting cross-functionally, traversing industries and geographies, moving opportunity into action,...

  • Senior Product Manager, Private Assets

    1 day ago

    Toronto, Ontario, Canada TMX Group Full time

    Venture outside the ordinary - TMX CareersThe TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we're connecting cross-functionally, traversing industries and geographies, moving opportunity into action,...

  • Director, Private Client Concierge

    2 weeks ago

    Toronto, Ontario, Canada NFP, an Aon company (Canada) Full time

    DIREC014251_1Business Line: Personal Lines / Private Client (High Net Worth)Hours Per Week:35 (Full-Time)Location:GTA – Hybrid )Job Duration:Full-Time, PermanentAbout The RoleWe are seeking a forward-thinking, experienced Director of Private Client Concierge Insurance to lead and elevate our Private Client division. This role is responsible for overseeing...

  • Senior Fund Accountant, Fund Accounting – Private Assets

    2 weeks ago

    Toronto, Ontario, Canada The Citco Group Full time

    DescriptionAbout CitcoThe market leader. The premier provider. The best in the business. At Citco, we've been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and...

  • Private Client Services Account Manager

    1 week ago

    Toronto, Ontario, Canada KRGinsure Full time

    About UsKRGinsure, a trusted tradename of RRJ Insurance Group Ltd. with over a century of heritage (est. 1906), is one of Ontario's leading brokerages. With branch offices across Southern Ontario and specialties in personal, commercial, specialty, and life insurance, we pride ourselves on tailored solutions, strong market relationships, and dedicated claims...

Private Client Group

2 weeks ago

Toronto, Ontario, Canada Raymond James Ltd. Full time

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.

Private Client Group (PCG) Operations Associate - 18 Month Contract
How does the role impact the organization?
Raymond James Ltd. is seeking an organized and self-motivated
PCG Operations Associate
to join the
Private Client Group Administration
team for 18 months. Raymond James Ltd. is one of Canada's leading full-service independent investment dealers, offering high-quality investment products and services to Canadians seeking customized wealth management solutions.

The
PCG Operations Associate
plays a critical role in providing operational and administrative support to the department efficiently and effectively. This individual will assist in implementing departmental directives and ensure exceptional service quality in all aspects of day-to-day operations. Previous experience as a Branch Administrator, Branch Associate, or Sales Assistant in the investment industry is considered an asset.

This position is fast-paced and dynamic, bridging client service and administrative responsibilities. The ideal candidate will have a strong aptitude for administrative tasks, meticulous attention to detail, a positive attitude, and exceptional interpersonal skills. The successful candidate must be responsible, client-focused, self-motivated, a team player, and demonstrate honesty, dependability, and professionalism.

What will your role be responsible for?
Key Responsibilities

  • Foster and support agency relationships by liaising with PCG branches, responding to requests, and proactively solving problems.
  • Maintain excellent service by managing incoming and outgoing points of contact, providing information, and resolving issues promptly.
  • Handle day-to-day requests and inquiries.
  • Respond to and follow up on inquiries from the branch network and colleagues in a timely manner.
  • Perform administrative duties, including record maintenance, and other support tasks as needed.
  • Coordinate business meetings, conferences, and presentations; prepare agendas and materials.
  • Coordinate internal moves, including reviewing location requests.
  • Collaborate with stakeholders to ensure all PCG Administration Associates complete mandatory training requirements.
  • Interact with PCG Branch stakeholders to address general questions or concerns.
  • Assist with organizing, managing, and executing advisor events, national conferences, and seminars.
  • Support recruiting functions such as posting job descriptions, vetting non-producing registrants, and documenting hires in Microsoft Dynamics CRM.
  • Provide task coverage during planned and unplanned team absences.
  • Perform other projects and 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.

Qualifications

  • Proficiency in MS Office (Word, Excel, PowerPoint, Outlook).
  • Knowledge of the wealth management industry.
  • Excellent oral and written communication skills.
  • Ability to work effectively both independently and within a team.
  • Strong commitment to quality work and willingness to take on additional responsibilities.
  • Ability to prioritize, multitask, and meet deadlines while maintaining attention to detail.
  • Handle confidential information with tact and discretion.

Additional Skills

  • Advanced etiquette in face-to-face, email, videoconferencing, and telephone communications.
  • Professional demeanor to establish and maintain effective relationships at all organizational levels.
  • Proactive, self-starter attitude with a strong commitment to client service.
  • French language proficiency is an asset.

Educational/Previous Experience Requirements

  • Minimum two (2) years' experience in the Investment Brokerage or Financial Services Industry or applicable degree in Financial Services

OR

  • Three (3) years in a high end service related field e.g. Hospitality, Food and Beverage.

Licenses/Certifications

  • CSC/CPH licensed would be an asset but not required

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

Salary Range:
$62,000-70,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for potential future hiring needs and does not represent a current vacancy.

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.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

Job
Administrative & Support Services

Primary Location
CA-ON-Toronto-Toronto

Other Locations
CA-BC-Vancouver-Vancouver, CA-QC-Montreal-Montréal

Organization
PCG Admin

Schedule
Full-time

Status
Temporary Full-Time