Private Client Group (PCG) Branch Operations Associate - 12 Month Contract

Raymond James Financial; Montreal; On-site; CAD 60,000 - 70,000; Full time

Job summary

A leading investment firm is hiring a Branch Operations Associate for a 12-month contract in Montreal. Responsibilities include managing compliance requests, analyzing training reports, and supporting branch initiatives. The ideal candidate has a bachelor's degree and at least 3 years of relevant experience. The position offers flexible workstyles and a competitive compensation package including health benefits and bonuses.

Benefits

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Tuition Reimbursement

Discretionary Bonuses

Qualifications

• Minimum 3 years experience in a similar role within financial services or brokerage.

Responsibilities

• Manage PCG title and designation requests.
• Track and report mandatory course compliance.
• Provide operational support for Branch ACT initiatives.
• Coordinate resolution of incomplete documentation.
• Administer client statement messages.
• Act as a branch contact for operational challenges.
• Maintain departmental intranet sites.
• Support ad hoc initiatives as needed.
• Provide desk coverage for absences.

Skills

Strong verbal communication

Active listening skills

Ability to multitask

Customer focused mindset

Education

Bachelor's degree in a related field

Post-secondary education in learning principles

Job description

Overview

Private Client Group (PCG) Branch Operations Associate - 12 Month Contract. Raymond James Ltd. is Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Private Client Group (PCG) Branch Operations Associate - 12 Month Contract description.

Role and location

Private Client Group Operations Associate to join the Private Client Group (PCG) team in our Montreal or Vancouver office. The Private Client Group Operations Associate supports the private client group by collaborating with the branch network, internal stakeholders and functional areas within the Raymond James Ltd. Canadian Operations in line with the company’s core values.

Responsibilities

• Title Administration: Manage PCG title and designation requests, ensuring compliance with internal policies and regulatory requirements. Liaise with HR and Compliance to validate process changes.
• LMS Reporting: tracking, analysis and reporting of mandatory course and training compliance across PCG.
• Brant ACT Coordination: Provide operational support for the Branch ACT ("Action Changes Everything") initiative, including meeting coordination, agenda planning, guest speaker logistics, and alignment with PCG change management themes.
• Document deficiency liaison: Coordinating the resolution of incomplete or missing client documentation across branches, operations, compliance and enterprise data teams.
• Client Statement Messaging: Serve as administrator for client statement messages.
• Branch Liaison: Act as a point of contact for resolving operational challenges within the branch network.
• Intranet Oversight: Administer, audit, and maintain departmental intranet sites.
• Short-term projects: Support ad hoc initiatives as needed.
• Desk coverage: Reciprocal desk coverage for PTO and unplanned absences.
• Other duties as assigned

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.

Qualifications

• Strong verbal communication and active listening skills
• Ability to multitask and manage time effectively
• Customer focused mindset
• Minimum 3 years experience in a similar role within financial services or brokerage

Education

• Bachelors degree in a related field of study
• Post-secondary education in learning principles and / or certification in adult continuing education or instructions

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

Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. For accommodations, candidates may contact Human Resources via email at [e-mail] to discuss specific requirements.

Salary Range: BC (based on Education, Work Experience, etc) $60,000-70,000 in addition to competitive performance.

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