Investment Products Associate - Toronto, Canada - Raymond James Financial

Raymond James Financial

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Investment Products Associate

Job Summary

As an Investment Products Associate, you will perform a wide range of duties to support investment advisors at Raymond James who use or would like to learn about Investment Products (mutual funds, ETFs, alternative investments, or structured notes).

Essential Duties and Responsibilities

Demonstrate a highlevel of customer service, and respond to requests for information about Investment Products, using internally generated reports, thirdparty research, available subscription services/software, internet sources, and company websites;
Create and keep uptodate various Investment Products publications, reference guides, whitepapers, PowerPoint presentations, databases, excel files, folders, and internal websites, ensuring that the information is accurate, updated in a timely manner, and reflective of Raymond James' branding;
Take notes on meetings with fund managers and during webinars; and
Other duties as assigned.

What You Will Bring

Excellent analytical and technical skills, including an advanced level understanding of Microsoft Excel and VBA;
Financial software including FactSet and Morningstar Direct with experience using them and their related excel plugins/formulas;
Strong understanding of financial terminology and the private client environment;
Strong understanding of product structures and investments covering multiple asset classes (equity, fixed income, mutual funds, ETFs, alternative funds, and structured notes);
Great communication skills, selfstarter, quick learner, solutionsoriented problem solver, highly organized, appreciation for strong attention to detail and accuracy, ability to think logically and critically and distill difficult concepts into an easytounderstand language, and able to work with large quantities of data to produce various reports;
Ability to create professional presentations/reports and adhere to corporate brand standards; and
Written and verbal communication in English. (Fluency in French is a definite asset).

Education/Previous Work Experience Requirements

Postsecondary education and relevant industry (e.g. CSI, CFA, MBA enrolled) designations; and
A minimum of 23 years' of relevant experience in the investment industry (e.g., equity research, asset management, wealth management, investment banking, corporate finance).

Depending on eligibility, we offer:

Competitive Wages
Health Benefits Program including Life Insurance and Disability from start date
RRSP Matching Program from start date
Employee Stock Purchase Plan
Paid Time Off & Other Time Off such as Volunteer Day
Discretionary Bonuses
Tuition Reimbursement Program
Top Up Plan
Employee Investment Accounts
Flexible Work Styles

Job Private Clients Solutions

Primary Location CA-ON-Toronto-Toronto

Organization PCG Solutions

Schedule Full-time

Status Permanent Full-Time