Transition Administrator (Evergreen) bei Raymond James Ltd.

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.

 

Transition Administrator

(Future Opportunities)

Are you passionate about supporting financial advisors during pivotal career transitions? We are seeking proactive and detail-oriented individuals for future opportunities as Transition Administrators. 

How does the role impact the organization?

Under the direction of the Supervisor, Transition Services, the Transition Administrator is responsible for providing support and acting as a liaison between the home office and new Financial Advisors (FAs) joining Raymond James branch offices. 

What will your role be responsible for?

• Assist the National Sales team in transitioning Financial Advisors/Agents in Canada to Raymond James;
• Maintain an ongoing dialogue with transitioning Financial Advisors/Agents to Raymond James;
• Understand and educate transitioning Financial Advisors/Agents and their support staff on the policies and procedures relating to operations, compliance, marketing, technology, investment products and general business issues;
• Be responsible for the maintenance of a comprehensive process from the initial training to the ongoing support of new Advisors;
• Arrange to provide branches with preliminary and ongoing operational training;
• Customize transition requirements to the needs of the Financial Advisors/Agents;
• Coordinate approval and printing process for stationary and business cards;
• Manage weekly transition calls/meetings with Financial Advisors/Agents and their teams;
• Other duties and responsibilities 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.

%3Cp style=%22color: rgb(0, 0, 0); font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 11px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;%22%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3E%3Cstrong%3EWhat do we expect from you?%3C/strong%3E%3C/span%3E%3C/span%3E%3C/p%3E%0A%3Cp style=%22color: rgb(0, 0, 0); font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 11px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;%22%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3E%3Cstrong%3E%3Cem%3ETo qualify for this opportunity you possess:%3C/em%3E%3C/strong%3E%3C/span%3E%3C/span%3E%3C/p%3E%0A%3Cul style=%22color: rgb(0, 0, 0); font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 11px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;%22%3E%0A%3Cli%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3EFundamental knowledge of investment concepts, practices, and procedures used in the securities industry.%3C/span%3E%3C/span%3E%3C/li%3E%0A%3Cli%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3EProficient in Microsoft Office with a willingness and ability to learn new applications;%3C/span%3E%3C/span%3E%3C/li%3E%0A%3Cli%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3EThe ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;%3C/span%3E%3C/span%3E%3C/li%3E%0A%3Cli%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3EDemonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;%3C/span%3E%3C/span%3E%3C/li%3E%0A%3Cli%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3EAssist others with flexibility and willingness as required;%3C/span%3E%3C/span%3E%3C/li%3E%0A%3Cli%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3EWork independently as well as collaboratively within a team environment;%3C/span%3E%3C/span%3E%3C/li%3E%0A%3Cli%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3EExercise tact and discretion in the handling of confidential information; and%3C/span%3E%3C/span%3E%3C/li%3E%0A%3Cli%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3ECommunicate proficiently in French is an asset.%3C/span%3E%3C/span%3E%3C/li%3E%0A%3C/ul%3E%0A%3Cp style=%22color: rgb(0, 0, 0); font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 11px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;%22%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3E%3Cstrong%3EEducational/Previous Experience Requirements%3C/strong%3E%3C/span%3E%3C/span%3E%3C/p%3E%0A%3Cul style=%22color: rgb(0, 0, 0); font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 11px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;%22%3E%0A%3Cli%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3E3 or more years%26rsquo; experience in the Investment Brokerage or Financial Services Industry; and%3C/span%3E%3C/span%3E%3C/li%3E%0A%3Cli%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3EPost-secondary diploma or degree.%3C/span%3E%3C/span%3E%3C/li%3E%0A%3C/ul%3E%0A%3Cp style=%22color: rgb(0, 0, 0); font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 11px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;%22%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3E%3Cstrong%3ELicenses/Certifications%3C/strong%3E%3C/span%3E%3C/span%3E%3C/p%3E%0A%3Cul style=%22color: rgb(0, 0, 0); font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 11px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;%22%3E%0A%3Cli%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3EInvestment Representative licensing; or%26nbsp;%3C/span%3E%3C/span%3E%3C/li%3E%0A%3Cli%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3ECompletion of both the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Couse (CPH).%3C/span%3E%3C/span%3E%3C/li%3E%0A%3C/ul%3E%0A%3Cp style=%22color: rgb(0, 0, 0); font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 11px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;%22%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3E%3Cstrong%3ETravel%3C/strong%3E%3C/span%3E%3C/span%3E%3C/p%3E%0A%3Cul style=%22color: rgb(0, 0, 0); font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 11px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;%22%3E%0A%3Cli%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3ETravel may be required up to 40% of the time.%3C/span%3E%3C/span%3E%3C/li%3E%0A%3C/ul%3E%0A%3Cp style=%22color: rgb(0, 0, 0); font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 11px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;%22%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3E%3Cstrong%3EWe encourage our associates at all levels to:%3C/strong%3E%3C/span%3E%3C/span%3E%3C/p%3E%0A%3Cul style=%22color: rgb(0, 0, 0); font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 11px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;%22%3E%0A%3Cli%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3EGrow professionally and inspire others to do the same%3C/span%3E%3C/span%3E%3C/li%3E%0A%3Cli%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3EWork with and through others to achieve desired outcomes%3C/span%3E%3C/span%3E%3C/li%3E%0A%3Cli%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3EMake prompt, pragmatic choices and act with the client in mind%3C/span%3E%3C/span%3E%3C/li%3E%0A%3Cli%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3ETake ownership and hold themselves and others accountable for delivering results that matter%3C/span%3E%3C/span%3E%3C/li%3E%0A%3Cli%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3EContribute to the continuous evolution of the firm%3C/span%3E%3C/span%3E%3C/li%3E%0A%3C/ul%3E%0A%3Cp style=%22color: rgb(0, 0, 0); font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 11px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;%22%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3EAt Raymond James %26ndash; 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.%3C/span%3E%3C/span%3E%3C/p%3E%0A%3Cp style=%22color: rgb(0, 0, 0); font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 11px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;%22%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3EHere 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 [email protected]. 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.%3C/span%3E%3C/span%3E%3Cbr%3E%3Cbr%3E%3C/p%3E%0A%3Cp style=%22color: rgb(0, 0, 0); font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 11px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;%22%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3E%3Cstrong%3ESalary Range: BC (based on Education, Work Experience, etc) %3C/strong%3E%2455,000-60,000%26nbsp;in addition to competitive performance bonuses/incentives.%3C/span%3E%3C/span%3E%3C/p%3E%0A%3Cp style=%22color: rgb(0, 0, 0); font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 11px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;%22%3E%3Cspan style=%22font-size: 12px;%22%3E%3Cspan style=%22font-family: arial, helvetica, sans-serif;%22%3E%26nbsp;%3C/span%3E%3C/span%3E%3C/p%3E Jetzt bewerben