Service Offering Coordinator

Raymond James Ltd.; Kelowna; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading investment dealer in Canada is seeking a Service Offering Coordinator in Kelowna. This role involves ensuring smooth operations, supporting clients and teams, and developing processes for best practices. The ideal candidate will possess strong organizational skills, customer service expertise, and familiarity with investment concepts. A competitive compensation package is offered, including health benefits and bonuses.

Benefits

Health Benefits

RRSP Matching

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Bonuses

Tuition Reimbursement

Qualifications

• Minimum of 3 years industry-related experience.
• Experience in investment brokerage, financial services, banking, or accounting is an asset.

Responsibilities

• Develop processes for best practices and client experience.
• Assist Financial Advisors in growing the business.
• Manage the Advising team website and social media profiles.

Skills

Organizational Skills

Customer Service

Problem Solving

Education

Post-secondary education

Tools

Dynamics 365 CRM

Google Analytics

SEO

Facebook

LinkedIn

Job description

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada’s leading independent investment dealer, offering high-quality investment products and services to Canadians seeking customized wealth management solutions.

Service Offering Coordinator

How does the role impact the organization?

As a Service Offering Coordinator, you will ensure the smooth operation and support of our team and clients. You will work in a culture emphasizing humility, empathy, and excellence. We prioritize the development and well-being of our team members, enabling them to thrive and contribute to our collective success.

What will your role be responsible for?

1. Develop processes to ensure best practices and a consistent client experience.
2. Review and refine service offerings.
3. Fill in across multiple roles as needed (e.g., coverage for co-worker absences).
4. Help develop team roles and define responsibilities.
5. Liaise with business managers within RJ to meet team needs.
6. Manage the Advising team website and social media profiles, including LinkedIn.
7. Assist with marketing initiatives, including social media and website content.
8. Support Financial Advisors in growing the business.
9. Conduct market intelligence research.
10. Assist in strategizing and administering email campaigns.
11. Support marketing events, seminars, and client meetings.
12. Track and follow up on opportunities.
13. Grow and take courses as required for regulatory purposes.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers a competitive compensation and benefits package, including Health Benefits, RRSP Matching, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Bonuses, Tuition Reimbursement, and more. We support internal promotion and community involvement.

What do we expect from you?

Qualifications:

• Knowledge of investment concepts, practices, and regulations.
• Familiarity with compliance practices.
• Experience with Dynamics 365 CRM and maintaining CRM databases is an asset.
• Experience with online marketing tools such as Google Analytics, SEO, Facebook, LinkedIn; Dataphile is an asset.
• Good knowledge of Raymond James operations; previous experience with RJLU is preferred.

Skills:

• Proficiency in Microsoft Office; willingness to learn new applications.
• Strong organizational and prioritization skills.
• Excellent customer service and problem-solving skills.

Abilities:

• Work within deadlines in a high-volume environment with attention to detail.
• Manage multiple deadlines and tasks.
• Demonstrate professional etiquette in face-to-face, email, videoconferencing, and phone interactions.
• Work independently and collaboratively.
• Be flexible and willing to assist others.
• Handle confidential information tactfully and discreetly.

Educational/Experience Requirements:

• Post-secondary education.
• Minimum of 3 years industry-related experience.
• Experience in investment brokerage, financial services, banking, or accounting is an asset.

Licenses/Certifications:

• Investment Representative licensing, including the Canadian Securities Course and Conduct and Practices Handbook.
• Wealth Management Essentials Course (preferred).

Our Values

We encourage our associates to grow professionally, work collaboratively, make pragmatic decisions, take ownership, and contribute to our evolution. We value diversity and are committed to equal opportunity employment. Candidates needing accommodations should contact Human Resources at [e-mail].

Salary Range

BC (based on education and experience): $80,000 - $100,000 total compensation.

Job Details

Wealth Management | Full-time | Location: Kelowna, BC