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At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove 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.
Business Development Associate
How does the role impact the organization?
Join our accomplished team at Raymond James Ltd. in Downtown Vancouver as a Business Development Associate. We’re seeking individuals with strong communication skills and a knack for timely task execution. In collaboration with the Senior Wealth Advisor, you’ll receive comprehensive mentoring and training to thrive in your role. Your positive attitude, attention to detail, and strong work ethic will pave the way for success. This full-time opportunity is based in our downtown Vancouver office and could lead to an Associate Financial Advisor role for the right candidate.
What will your role be responsible for?
As a Business Development Associate, you will:
- Reach out to potential clients via email and phone calls to identify business prospects and arrange meetings for the Senior Wealth Advisor;
- Manage and enhance our prospect database using Maximizer CRM;
- Contribute to the development and execution of our LinkedIn marketing strategy;
- Assist in organizing marketing events like prospect dinners, lunch and learns;
- Monitor and report monthly sales metrics including call and meeting numbers;
- Cultivate a pipeline of potential leads; and
- Provide occasional support to the Senior Wealth Advisor.
What can you expect from us?
Our most important investment is in people. Upon eligibility, Raymond James Ltd offersflexible 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?
To excel in this role, you should have:
- A bachelor’s degree or higher education;
- Completion of or progress towards obtaining the Canadian Securities Course (CSC);
- A professional and enthusiastic demeanor;
- Strong written and verbal communication skills, with the ability to express ideas clearly;
- Self-motivation and a diligent work ethic;
- Keen attention to detail;
- Confidence in making outbound calls to both cold and warm prospects;
- A collaborative mindset and the drive to identify opportunities for process improvement and innovation;
- The ability to present yourself professionally in formal business settings; and
- Proficiency in Excel and comfort with applications, CRMs, and LinkedIn.
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 [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.
Salary Range: BC (based on Education, Work Experience, etc) $45,000-50,000 in addition to competitive performance bonuses/incentives.
Job
Wealth management
Primary Location
CA-BC-Vancouver-Vancouver
Organization
Branch
Schedule
Full-time
Status
Permanent Full-Time
