Associate Advisor/Financial Planner
Waterloo, ONRaymond James Ltd.
3+ YOERaymond James Ltd. needs candidates with at least 3 years of client-facing investment experience and CSC, CPH and WME completed. Strong Excel skills, strong communication and eligibility for CIRO registration are also required.
Microsoft Office, Excel
Administrative Assistant (Evergreen)
Toronto, ONRaymond James Ltd.
Candidates need proven administrative experience, proficiency with office equipment such as scanners and document management software, and strong organization and multitasking skills. Clear written and verbal communication and attention to detail are also required.
Scanners, Document management software
Vice-président adjoint ou vice-présidente adjointe, Planification patrimoniale
Montréal, QCRaymond James Ltd.
10+ YOECandidates need over 10 years of relevant experience in tax, finance, wealth management, insurance or estate planning, including direct client work. A university degree, a CPA designation and a recognized financial planning designation such as CFP or CFP-equivalent are required, and fluent French and English are essential.
AVP, Tax Consulting
Toronto, ON +1Raymond James Ltd.
10+ YOERaymond James Ltd. needs candidates with more than 10 years of tax, financial, estate or insurance planning experience, a CPA designation, a recognized financial planning designation such as CFP, and a university degree in business, finance or accounting. Strong client-facing, leadership and communication skills are essential.
Junior Payroll Associate
Vancouver, BCRaymond James Ltd.
Candidates need a basic understanding of payroll, strong attention to detail, and good organization skills. They also need proficiency in Microsoft Office, 0-1 year of payroll, accounting, or administrative experience, and a post-secondary education in business, accounting, HR, or a related field.
Microsoft Office, Payroll systems
Managed Account Trader
Toronto, ON +1Raymond James Ltd.
2+ YOERaymond James Ltd. needs candidates with a post-secondary diploma or degree and at least 2 years of discretionary, model-based trading experience. Strong analytical skills, Microsoft Office proficiency and the ability to meet deadlines in a high-volume environment are also required.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Dataphile, Croesus
Mutual Funds Associate - 18 Month Contract
Vancouver, BCRaymond James Ltd.
2+ YOECandidates need at least 2 years of investment-industry experience, fundamental knowledge of securities products, and strong Microsoft Office skills. Strong attention to detail, time management and the ability to meet deadlines in a high-volume environment are required.
FundSERV, Microsoft Office, XML
Legal Assistant
Vancouver, BCRaymond James Ltd.
5+ YOECandidates need an accredited Legal Assistant certification and at least 5 years of legal assistant experience. They must have strong attention to detail, Microsoft Office and Adobe skills, and the ability to work independently and communicate with senior staff.
Microsoft Office, Adobe
Senior Manager, Marketing Intelligence and Effectiveness
Toronto, ONRaymond James Ltd.
Candidates need a bachelor's degree in a business, statistics or economics field and proven experience in marketing analytics or business intelligence. Raymond James expects strong SQL, Python or R skills, data visualization experience and clear communication.
SQL, Python, R, Tableau, Power BI, Google Data Studio
Financial Advisor Assistant
Calgary, ABRaymond James Ltd.
3+ YOECandidates need at least 3 years of investment industry experience, post-secondary education, and a CIRO IR licence. Strong MS Office skills, attention to detail and excellent client service are essential.
MS Office, Excel, Word, Outlook, Dataphile, Croesus
Planificateur financier principal ou planificatrice financière principale
Montréal, QCRaymond James Ltd.
5+ YOECertified Financial Planner (CFP) requis; Plus de cinq ans d'expérience en planification financière; Maîtrise de Conquest Planning ou Naviplan
Conquest Planning, Naviplan, Microsoft Office
Senior Financial Planner
Toronto, ON +1Raymond James Ltd.
5+ YOERaymond James Ltd. needs candidates with five or more years of client-facing financial planning experience and a CFP designation. Strong knowledge of Canadian financial planning, investment structures and tax considerations, and experience with Conquest Planning or Naviplan, are also required.
Conquest Planning, Naviplan, Microsoft Office
Client Service Coordinator/Administrative Assistant
Waterloo, ONRaymond James Ltd.
2+ YOECandidates need at least 2 years of office administration experience, ideally in financial services. Strong attention to detail, confidentiality, good written and verbal communication, and MS Office skills are required; an Investment Representative licence is a strong asset.
dealer platform, custodial platform