Licensed Sales Assistant/Licensed Wealth Manager Assistant chez Raymond James Independent Financial Services, Langill & McHenry Investment Advisors

Raymond James Independent Financial Services, Langill & McHenry Investment Advisors is seeking a Licensed Sales Assistant/Licensed Wealth Manager Assistant to work in our Port Credit (Mississauga) location. Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. 

Drawing on at least two years of work experience, the candidate must have a meticulous attention to detail, possess a positive attitude and have exceptional interpersonal skills, as they will be dealing directly with clients. The successful candidate must also be responsible, self-motivated and a team player

This position’s primary focus is to assist Financial Advisors build their business using strong administration, communication and interpersonal skills.
 
Specifically, you will:
•    Process and follow-up on security transactions and transfers;
•    Manage incoming and outgoing phone calls with clients;
•    Foster and support client relationships;
•    Open accounts and manage all documentation requirements;
•    Prepare for client meetings by preparing meeting packages;
•    Foster and support client relationships by liaising with clients, respond to requests and proactive problem solving;
•    Be involved in preparing correspondence and reports, event planning and coordination;
•    Review and process all cheques, banking and stock certificates from clients;
•    Maintain Financial Advisor files and other general office duties.
 

To qualify for this opportunity, you possess: 
•    A minimum of 2 years work experience; 
•    Completed a post-secondary degree and/or diploma;
•    Completed or ability to complete the Canadian Securities course as well as the Conducts and Practices Handbook within 3 months of date of hire;
•    Superior customer service skills;
•    Proficiency with social media platforms: Twitter, Linkedin, Facebook, etc.
•    Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook), Internet Explorer and contact management software; 
•    The ability to handle confidential information;
•    Excellent verbal and written communication skills;
•    The ability to work in a team environment and demonstrate a professional and friendly manner;
•    Strong organizational and problem-solving skills;
•    Meticulous attention to detail.

If you would like a challenging and rewarding opportunity in financial services, please email your resume and covering letter to:

Attn: Adam McHenry
Address: 507 Lakeshore Road East, Suite 206, Mississauga, ON L5G 1H9
Email: [email protected]
Visit us at: www.adammchenry.com

To be considered for employment candidates will be required to provide proof of citizenship, permanent residency or eligibility to work in Canada with no restrictions. 

We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check.

Employment is contingent on the satisfactory completion of a pre-employment background check. 
We sincerely thank all applicants who express an interest in this role: only those being directly considered will be contacted. Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above email details.