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.
Client Service Specialist
How does the role impact the organization?
Aspira Wealth of Raymond James Ltd. is looking for a Client Service Specialist that is committed to personal growth and capable of delivering exceptional service to our clients. The position is dynamic and straddles the client service and administration spheres.
Located in Victoria, BC, Aspira develops and implements comprehensive wealth management solutions so that our clients get to live out their greatest aspirations. When we do that, we get to live out ours.
We are known for our client first, then team, then self, ethos. We don’t swing for the fences, we do commit and we do get things done. We are guided by our agreed expectations: work as a team and log the details, show up on time fully prepared, do what you say and hold one another to account, measure what is important and recognize that important things are not always measurable, say please and thank you – good morning and goodnight. And yes, we do have fun!
What will your role be responsible for?
What can you expect from us?
Our most important investment is in people. Upon eligibility, this role at Raymond James Ltd offers flexible workstyles (4 days in office and 1 day remote), a competitive compensation 42,000 – 50,000 plus bonus and benefits package for an unlicensed individual and considerably more for a licensed individual. 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 will your role be responsible for?
What can you expect from us?
Our most important investment is in people. Upon eligibility, this role at Raymond James Ltd offers flexible workstyles (4 days in office and 1 day remote), a competitive compensation 42,000 – 50,000 plus bonus and benefits package for an unlicensed individual and considerably more for a licensed individual. 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?
Education And Experience
Licenses and Certifications
We encourage our associates at all levels to:
At Aspira, autonomy grows with experience and responsibility, as does remuneration. Monthly socials and an annual team trip are part of the fabric, and the successful applicant will have the opportunity to participate in our in-house revenue sharing plan.
By mutual agreement, this could be a 4 days per week role for an ace administrator with considerable experience. It is a full-time position for an entry-level employee. There is a market competitive compensation and benefits package.
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) $42,000 – $50,000 in addition to competitive performance bonuses/incentives for an unlicensed individual and considerably more for a licensed individual.
Job
Wealth management
Primary Location
CA-BC-Victoria-Victoria
Organization
Branch
Schedule
Full-time
Status
Permanent Full-Time
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