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    Financial Planner Assistant - Toronto, ON, Canada - Raymond James Financial

    Raymond James Financial
    Raymond James Financial Toronto, ON, Canada

    1 week ago

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    Description
    Job Description - Financial Advisor Assistant - 9 Month Contract
    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.

    The primary role of the Financial Advisor Assistant is to support a team of financial advisors and the Branch Manager (BM) by ensuring the office is managed efficiently and effectively.

    The position is responsible for entering client trades, servicing client requests and processing trade instructions by phone, and ensuring client paperwork is up to date and accurate.

    Drawing on previous experience as an Administrative Assistant in a financial services firm, or upon a degree/diploma within Financial Management or Business Administration, you must have meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills.

    Support clients' general day-to-day administrative and trade requests in a timely and confidential manner;
    Handle incoming and outgoing phone calls with clients and respond to requests for information;
    Be responsible for and support the team with paperwork, manage head office correspondence, and handle the account opening process for new clients;
    Act as team lead during tax reporting season, liaising with tax professionals & clients to provide details, slips and updates as required;
    Assist with all marketing initiatives including social media (twitter, LinkedIn), and website content;
    Maintain files and other general office duties;
    Generate and identify leads from online resources and qualify leads via cold calling;
    Work within LinkedIn and Salesforce; 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. We also support internal promotion and community involvement.
    Knowledge of fundamental investment concepts, practices, and procedures used in the securities industry;
    Previous experience in administrative processes and procedures, including opening accounts, RRSPs, TFSAs, and corporate accounts;
    Social media (eg. Facebook, Twitter, LinkedIn, blog posts, etc.);
    Personal tax filing;
    CRM (Customer Relationship Management) software and maintaining/improving CRM databases is an asset;
    Online marketing tools including Google analytics, website assets, SEO, Facebook, LinkedIn, and Twitter is an asset;
    Website editing is an asset;
    Salesforce is an asset; Dataphile is an asset.
    Microsoft Office with a willingness and ability to learn new applications;
    LinkedIn, Facebook, and Twitter; Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
    Communicate proficiently in French is an asset.
    Experience in the investment brokerage, financial services, banking, or accounting industry is an asset.


    Licenses/Certifications:

    Investment Representative licensing, including the successful completion of the Canadian Securities Course and the Conduct and Practices Handbook, is required; Registered Representative licensing, including the completion of the Wealth Management Essentials Course, is preferred.

    When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture.

    Raymond James Ltd. is a member of the Investment IndustryRegulatory Organization of Canada (IIROC) and of the Canadian Investor ProtectionFund (CIPF). Customers' accounts are protected by the Canadian Investor ProtectionFund within specified limits. Raymond James Ltd. is an integrated financial services firm. Itssubsidiaries, Raymond James Investment Counsel Ltd., Please consult each subsidiary's webpagesfor applicable corporate, regulatory or membership information.
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