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

Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Senior Associate, Total Wealth Solutions

How does the role impact the organization?

The Senior Associate, Total Wealth Solutions is an integral member of our Total Wealth Solutions (TWS) team dedicated to supporting the delivery of service excellence to our RJL advisors and their clients. This role will be responsible for supporting the delivery of key reporting and strategic objectives of the TWS team.

Reporting to the Head of Insurance and Financial Planning Solutions, the Senior Analyst, Total Wealth Solutions is a key member of the TWS team supporting key initiatives and activities to support delivery of services and solutions by our team of specialists and business units including Solus Trust Company, Financial Planning and Insurance Solutions. The successful candidate possesses initiative, is detail oriented with strong organizational and technology skills, and the ability to multi-task and work collaboratively within the greater RJL organization.

Position Responsibilities

• Analyzes and interprets from a quantitative and qualitative perspective data generated by our internal CRM platforms; Microsoft Dynamics, TNet and Equisoft/Microsoft Dynamics and identify the necessary reporting required for team and the respective business groups goals, KPIs and enterprise-wide reporting.
• Works collaboratively with RJL IT and internal partners to develop reporting to support TWS team metrics.
• Identifies and recommends best practices to the TWS business groups on key data metrics within our CRMs to ensure efficient and accurate input of data by the TWS business group specialists.
• Develops and produces quarterly and annual reporting for RJL and Solus Trust Boards and Leadership teams.
• Maintains and manages third party relationships including invoicing as required for TWS business groups in collaboration with RJL IT and Finance teams.

• Develops and oversees the administrative and operational support processes as required within the TWS business groups.
• Supports and contributes to key initiatives related to strategic priorities for the TWS business groups including the review and monitoring of KPIs.
• Organizes the onboarding of new members of the TWS business groups, including but not limited to: RJL systems including HR employee onboarding programs.
• Develops and maintains TWS initial two-week calendar supported by peer training/ introductions, training of key RJL and TWS software, and team processes. Includes collaboration with HR, Compliance and TWS teams.
• Ensures the ongoing review and maintenance of TWS RJNet pages and collaboration with RJL IT, CC&M and HR Training and Development teams.
• Supports the review and oversight of TWS thought leadership content, webinar processes and calendar, to ensure timely delivery and co-ordination. Includes collaboration with Compliance and CCM.
• Represents the TWS teams needs as required at NBC and PM conferences.
• Co-ordinates TWS content along with third party providers from a primary purpose/compliance requirement. Maintain relationships with third party National Account Managers as it relates to sponsorship/ required content.
• 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?

Integrity, initiative, and ownership over TWS reporting, administrative and operational projects, including the ability to anticipate, identify challenges and potential solutions.

Investing in your professional career and being recognized as a key member of TWS professional teams.

Qualifications:

• Demonstrates sound judgement, communication and collaboration/conflict resolution skills.
• Ability and desire to deliver best in class client service.
• Proven ability to work in a dynamic work environment with competing priorities while maintaining accountability to deliver on established goals and metrics.
• High degree of comfort working with different technology platforms.
• Ability to learn quickly and adapt to change.
• Creative mindset around use of technology as it relates to building templates, spreadsheets and tools to support the sales and service delivery of our business.
• Ability to effectively coordinates multiple, competing deadlines in a high-volume and fast-paced environment while maintaining an attention to detail.
• Works well independently as well as collaboratively within a team environment.
• Strong communications (verbal and written) and interpersonal skill.
• Exceptional in fostering supportive team environment, and ability to work with all team members.

Educational/Previous Experience Requirements

• College diploma or University degree with a focus on business and/or finance.
• Ten+ years of financial services industry, including planning and supporting solutions based business units.

Licenses/Certifications

• Certified Financial Planner (CFP®) designation is an asset.
• Life License Qualification Program (LLQP) and/or Chartered Life Underwriter (CLU®) designation is an asset.

Travel

• Occasional travel may be required.

We encourage our associates at all levels to:

• Grow professionally and inspire fellow team members to do the same.
• Work with and through others to deliver an exceptional client experience and planning deliverables.
• Contribute to the continuous growth, and evolution of RJL. We are only going to get better.

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) $73,000-80,000 in addition to competitive performance bonuses/incentives.