Senior Financial Advisor Assistant

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

Job summary

A leading financial services firm is seeking a Senior Financial Advisor Assistant in Kelowna. The position requires supporting financial advisors with client services, developing processes, and managing marketing initiatives. Candidates should have post-secondary education and at least 3 years of relevant experience. The firm offers a collaborative environment with competitive compensation and professional growth opportunities.

Benefits

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Tuition Reimbursement

Qualifications

• Minimum of 3 years of industry-related experience.
• Experience in investment brokerage or financial services preferred.
• Knowledge of fundamental investment concepts and compliance practices.

Responsibilities

• Develop processes to ensure best practices in client experience.
• Assist with email campaigns and marketing events.
• Support Financial Advisors to grow the business.

Skills

Customer service

Problem-solving

Organizational skills

Attention to detail

Education

Post-secondary education

Tools

Maximizer CRM

Google Analytics

Job description

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Job Description - Senior Financial Advisor Assistant (2500124)

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 solutions to their wealth management needs.

How does the role impact the organization?

As a Senior Financial Advisor Assistant, you will play a crucial role in ensuring the smooth operation and support of our team and clients. You will work in a culture that emphasizes humility, empathy, and a commitment to excellence. Unlike many traditional financial institutions, we prioritize the development and well-being of our team members, allowing them to thrive in their positions while contributing significantly to our collective success.

What will your role be responsible for?

• Develop processes ensuring best practices and consistent delivery of client experience.
• Review and refine service offering.
• Fill in across multiple roles when needed (i.e., coverage for co-worker absences).
• Help develop team roles and define responsibilities within the team.
• Liaise with business managers within RJ to ensure team needs are met.
• Manage Advising team website and work with various social media profiles including LinkedIn.
• Assist with all marketing initiatives including social media (Twitter, LinkedIn), and website content.
• Support the Financial Advisors in the growth of the overall business.
• Assist in strategizing and administering email campaigns.
• Assist with marketing events, seminars, client meetings, etc.
• Track and follow up on opportunities.
• 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 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

What do we expect from you?

To qualify for this opportunity, you possess :

• Knowledge of fundamental investment concepts, practices, and procedures used in the securities industry.
• Compliance practices and regulations.
• Knowledge of personal tax filing.
• Maximizer 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 Dataphile is an asset.
• Good working knowledge of current RJL inner workings; previous experience with RJLU is preferred.

Skills :

• Proficiency in Microsoft Office with a willingness and ability to learn new applications.
• Strong organizational, prioritization, and attention to detail skills.
• Excellent customer service and problem-solving skills.

Abilities :

• Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and attention to detail.
• Manage multiple deadlines and tasks.
• Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills.
• Work independently as well as collaboratively within a team environment.
• Display flexibility and willingness to assist others as required.
• Exercise tact and discretion in handling confidential information.

Educational / Previous Experience Requirements :

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

Licenses / Certifications :

• Required 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.

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.

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 [emailprotected] . 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.

Salary Range : BC (based on Education, Work Experience, etc) Targeted total compensation : $80,000-100,000

Raymond James Ltd. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request or at . 3Macs, MacDougall, MacDougall & MacTier and Raymond James Correspondent Services are divisions of Raymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Its subsidiaries, Raymond James Investment Counsel Ltd., Raymond James Financial Planning 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 webpages for applicable corporate, regulatory or membership information. www.cipf.ca

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Financial Advisor • Kelowna, Regional District of Central Okanagan, Canada