Senior Trust Advisor
Vancouver, BC +1Raymond James Ltd.
3+ YOECandidates need at least 3 years of estate, trust or financial planning experience, with preference for managing estate, trust and power of attorney accounts. A university degree, strong communication and analytical skills, and experience with high-net-worth clients are required, and STEP or MTI designation is an asset.
Sales, Presentation skills, Collaboration, Regulatory compliance, Risk management, Compensation and benefits
Client Service Assistant
Vancouver, BCRaymond James Ltd.
2+ YOECandidates need at least two years of administrative experience in financial services, post-secondary education (finance preferred), and strong organization, communication and confidentiality skills. A CIRO licence is an asset, or must be obtained within six months.
Salesforce, Microsoft Office, CRM
Administrative Assistant
Calgary, ABRaymond James Ltd.
3+ YOERaymond James Ltd. needs candidates with post-secondary education and at least 3 years of industry-related experience. Strong Microsoft Office, attention to detail and confidentiality are required, with investment, CRM and social media experience as assets.
Microsoft Office, PowerPoint, Dynamics CRM, Google Analytics, LinkedIn, Facebook