Service Offering Coordinator

Description:

Raymond James Ltd., Canada's leading independent investment dealer, is seeking a Service Offering Coordinator to support the smooth operation of the team and deliver excellent client experiences. The role emphasizes humility, empathy, and a commitment to excellence, with a focus on the well-being and development of team members.

Key Responsibilities:

• Develop and implement processes to ensure consistent delivery of client experience and best practices.

• Review and refine service offerings.

• Provide coverage for co-worker absences and assist with team role development.

• Liaise with business managers to ensure team needs are met.

• Manage the Advising team website and various social media profiles (LinkedIn, Twitter).

• Support marketing initiatives, including email campaigns, social media, and website content.

• Assist Financial Advisors in business growth.

• Conduct market intelligence research and assist with marketing events, seminars, and client meetings.

• Track and follow up on opportunities.

• Pursue professional development through courses as required for regulatory purposes.

What Raymond James Offers:

• Competitive compensation and benefits package, including Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement, and more.

• Support for internal promotions and community involvement.

Qualifications and Skills Required:

• Knowledge of fundamental investment concepts, practices, and procedures.

• Familiarity with compliance practices and regulations.

• Experience with Dynamics 365 CRM and other online marketing tools (Google Analytics, SEO, social media) is an asset.

• Good working knowledge of Raymond James Ltd.'s internal processes.

• Proficiency in Microsoft Office, with a willingness to learn new applications.

• Strong organizational, prioritization, and attention to detail skills.

• Excellent customer service and problem-solving skills.

• Ability to manage multiple deadlines in a high-volume, demanding environment while maintaining a high level of service and attention to detail.

• Strong communication and relationship management skills (face-to-face, email, videoconferencing, telephone).

• Ability to work independently and as part of a team.

• Ability to handle confidential information with discretion.

Educational/Previous Experience Requirements:

• Post-secondary education required.

• Minimum 3 years of industry-related experience.

• Experience in investment brokerage, financial services, banking, or accounting industry is an asset.

Licenses/Certifications:

• Required Investment Representative licensing (Canadian Securities Course and Conduct and Practices Handbook).

• Registered Representative licensing and completion of the Wealth Management Essentials Course are preferred.