Private Client Group (PCG) Branch Operations Associate - 12 Month Contract
Top Benefits
About the role
- 2500600
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.
Private Client Group (PCG) Branch Operations Associate - 12 Month Contract
How does the role impact the organization?
Raymond James Ltd. is seeking a Private Client Group Operations Associate to join the Private Client Group (PCG) team in our Montreal or Vancouver office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. 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 company’s core values.
What will your role be responsible for?
- 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.
What do we expect from you?
- Strong verbal communication and active listing skills;
- Ability to multitask and manage time effectively;
- Customer focused mindset; and
- 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
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 recruitment@raymondjames.ca. 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) $60,000-70,000 in addition to competitive performance
Job Administrative & Support Services
Primary Location CA-QC-Montreal-Montréal
Other Locations CA-BC-Vancouver-Vancouver
Organization PCG Admin
Schedule Full-time
Status Temporary Full-Time
About Raymond James
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023).
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Private Client Group (PCG) Branch Operations Associate - 12 Month Contract
Top Benefits
About the role
- 2500600
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.
Private Client Group (PCG) Branch Operations Associate - 12 Month Contract
How does the role impact the organization?
Raymond James Ltd. is seeking a Private Client Group Operations Associate to join the Private Client Group (PCG) team in our Montreal or Vancouver office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. 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 company’s core values.
What will your role be responsible for?
- 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.
What do we expect from you?
- Strong verbal communication and active listing skills;
- Ability to multitask and manage time effectively;
- Customer focused mindset; and
- 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
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 recruitment@raymondjames.ca. 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) $60,000-70,000 in addition to competitive performance
Job Administrative & Support Services
Primary Location CA-QC-Montreal-Montréal
Other Locations CA-BC-Vancouver-Vancouver
Organization PCG Admin
Schedule Full-time
Status Temporary Full-Time
About Raymond James
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023).
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.