Wealth Advisor Assistant
The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service.
As a key member of the team, contributions are important to the success of the client relationship with the Financial Advisor, and to the success of the Branch as a whole.
Help develop team roles and define responsibilities within team.
Manage Advising team website and work with various social media profiles including LinkedIn.
Assist with all marketing initiatives including social media (Twitter, LinkedIn), and website content.
Support the Financial Advisors in the growth of the overall business.
Conduct research on market intelligence.
Assist in strategizing and administering email campaigns.
Assist with marketing events, seminars, client meetings, etc.
Grow and take courses as required for regulatory purposes.
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.
Minimum 2 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;
Superior customer service skills;
When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. Salary Range: BC (based on Education, Work Experience, etc.) Base salary $45,000-$50,000 with total compensation of up to $70,000 in addition to competitive performance bonuses/incentives.
Full-time