Financial Advisor Assistant

Financial Advisor Assistant job at Raymond James Ltd. offering career growth opportunities, competitive compensation package, and flexible workstyles. The successful candidate must have previous experience in a financial services firm, excellent interpersonal skills, and be a team player.

Requirements

• Minimum 5 years investment industry experience
• IR Licensed or successful completion of Canadian Securities Course and Conduct and Practices Handbook
• Excellent proficiency with MS Office particularly Word, Excel and Outlook
• Experience with Dataphile, Croesus and FactSet
• Excellent verbal and written communication skills
• Ability to work in a team environment and demonstrate a professional and friendly manner
• Superior customer service skills
• Meticulous attention to detail
• Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide necessary follow up
• Strong organizational skills
• Superior problem solving skills
• The ability to work within deadlines in a high-volume, pressure-oriented environment

Benefits

• Health Benefits
• RRSP Matching Program
• Employee Stock Purchase Plan
• Paid Time Off
• Volunteer Days
• Discretionary Bonuses
• Tuition Reimbursement