Institutional Equity Sales Assistant

Raymond James Financial; Montreal (administrative region); On-site; CAD 65,000 - 75,000; Full time

Job summary

Raymond James Ltd. in Montreal is seeking an Institutional Equity Sales Assistant to join our Capital Markets team.

This role provides day-to-day administrative and operational support to the Institutional Equity Sales, Trading and Research groups, with a focus on calendar management, travel logistics and event coordination. We value detail-oriented, proactive professionals who can adapt to a fast-paced environment and collaborate across multiple stakeholders while maintaining confidentiality

Qualifications

• Post-secondary education or an equivalent combination of education and relevant experience.
• Experience in administrative, coordination, client-service, events, travel, logistics or expense-management experience is preferred.
• Experience in financial services, investment banking, corporate finance, institutional equities or another Capital Markets environment is an asset, but not required.

Responsibilities

• Provide day-to-day administrative and operational support to the Institutional Equity Sales, Trading and Research team;
• Coordinate busy calendars, meetings and other time-sensitive activities;
• Coordinate travel arrangements, including flights, hotels, ground transportation and detailed itineraries;
• Prepare, reconcile and submit expense reports accurately and on a timely basis;
• Support client marketing initiatives and bespoke corporate and analyst roadshows, including scheduling, itineraries, meeting logistics and related materials;
• Work closely with the North American Corporate Access team to maintain the events calendar and coordinate regional corporate and analyst marketing;
• Assist with the planning and execution of conferences, client events and other special events;
• Coordinate breakfasts, lunches and other hospitality requirements for internal and client meetings;
• Maintain CRM information, databases, records and files to support the efficient operation of the team;
• Respond to calls and inquiries and ensure messages and information are directed appropriately;
• Provide timely, discreet and professional service to internal and external clients;
• Anticipate team needs, identify potential scheduling or logistical issues, and proactively help resolve them; and
• Take on additional responsibilities and projects as required
• Maintain office supplies and readiness.

Skills

Organization

Calendar management

Travel coordination

Expense management

Client service

CRM platforms

Microsoft Office

Bilingual English/French

Education

Post-secondary education

Experience in financial services (asset)

Tools

CRM platforms

Microsoft Office

Job description

Job Description - Institutional Equity Sales Assistant (2600520)

Institutional Equity Sales Assistant - 2600520

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

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.

Institutional Equity Sales Assistant

How does the role impact the organization?

We are looking for a highly organized, proactive and detail-oriented Institutional Equity Sales Assistant to join our Montreal Capital Markets team.

This is a fast-paced role supporting Institutional Equity Sales, Trading and Research professionals while working closely with our Corporate Access and marketing teams. The successful candidate will be comfortable operating in an environment where priorities can change quickly, deadlines matter, and accuracy and responsiveness are essential.

While previous experience in financial services or capital markets is an asset, it is not essential. We encourage applications from candidates who have demonstrated exceptional attention to detail and organizational skills in other demanding environments—particularly roles involving complex scheduling, travel and event logistics, expense management, client service or coordination across multiple stakeholders.

For someone interested in Capital Markets, this is an excellent opportunity to work alongside experienced Sales and Trading professionals and gain exposure to institutional equities, corporate access, client marketing and the day-to-day workings of the markets.

What will your role be responsible for?

• Provide day-to-day administrative and operational support to the Institutional Equity Sales, Trading and Research team;
• Coordinate busy calendars, meetings and other time-sensitive activities;
• Coordinate travel arrangements, including flights, hotels, ground transportation and detailed itineraries;
• Prepare, reconcile and submit expense reports accurately and on a timely basis;
• Support client marketing initiatives and bespoke corporate and analyst roadshows, including scheduling, itineraries, meeting logistics and related materials;
• Work closely with the North American Corporate Access team to maintain the events calendar and coordinate regional corporate and analyst marketing;
• Assist with the planning and execution of conferences, client events and other special events;
• Coordinate breakfasts, lunches and other hospitality requirements for internal and client meetings;
• Maintain CRM information, databases, records and files to support the efficient operation of the team;
• Respond to calls and inquiries and ensure messages and information are directed appropriately;
• Provide timely, discreet and professional service to internal and external clients;
• Anticipate team needs, identify potential scheduling or logistical issues, and proactively help resolve them; and
• Take on additional responsibilities and projects as required
• Maintain office supplies and readiness.

What can you expect from us?

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.

What do we expect from you?

The successful candidate will thrive in a high-energy, deadline-driven environment and understand that supporting a Capital Markets team requires responsiveness, flexibility and excellent judgment.

You will bring:

• Exceptional organizational skills and meticulous attention to detail;
• The ability to manage multiple competing and time-sensitive priorities without sacrificing accuracy;
• A proactive mindset and willingness to take ownership of tasks from start to finish;
• Strong judgment, professionalism and discretion when handling confidential information;
• Excellent interpersonal and relationship-management skills;
• Strong written and verbal communication skills;
• Confidence interacting with senior professionals, clients and external stakeholders;
• The ability to work independently while being a collaborative and dependable member of a team;
• Strong Microsoft Office skills and the ability and willingness to quickly learn new systems and applications;
• Professional communication skills across email, telephone, videoconferencing and in-person interactions;
• Fluency in English and French; and

Knowledge of investment concepts, the securities industry, Capital Markets or CRM platforms is considered an asset.

Education & Experience

• Post-secondary education or an equivalent combination of education and relevant experience;
• Previous administrative, coordination, client-service, events, travel, logistics or expense-management experience is preferred;
• Experience in financial services, investment banking, corporate finance, institutional equities or another Capital Markets environment is an asset, but not required.

We are particularly interested in candidates who can demonstrate that they have successfully worked in demanding environments where organization, accuracy, responsiveness and coordination across multiple stakeholders were critical.

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Salary Range: $65,000 - 75,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [e-mail]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitmentand screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently,but they donot replace human decision-making.

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. A brochure describing the nature and limits ofcoverage is available upon request or at . 3Macs, MacDougall,MacDougall & MacTier and Raymond James Correspondent Services are divisions ofRaymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Itssubsidiaries, Raymond James Investment Counsel Ltd., Raymond James FinancialPlanning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd.are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpagesfor applicable corporate, regulatory or membership information.www.cipf.ca