Senior Business Management Associate, Wealth Solutions (WS)

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. Senior Business Management Associate, Wealth Solutions (WS) How does the role impact the organization? The Senior Business Management Associate, is an integral member of the WS team dedicated to supporting the delivery of service excellence to our RJL advisors and their clients. This role will be responsible for supporting the delivery of key reporting and strategic objectives of the WS team. Reporting to the SVP, Head of Wealth Solution and working directly with the VP, Head Wealth Planning & Tax and the VP, Head Insurance Solutions this individual is a key member of the WS team supporting strategic initiatives and activities related to the delivery of services and solutions by our teams of specialists and business units (including Solus Trust Company, and the, the Wealth Planning, Tax Consulting, and Insurance Solutions teams). The successful candidate possesses initiative, is detail oriented with strong organizational and technology skills, and the ability to multi-task and work collaboratively within the greater RJL organization. Total Wealth Solutions Develop and produce ongoing reporting and dashboards, including analyzing and interpreting data generated by our internal platforms and CRMs Analyze and interpret data generated by our internal CRM platforms: Microsoft Dynamics, TNet and Equisoft and identify the necessary reporting required for team and the respective business groups goals, KPIs and enterprise-wide reporting. Supports and contributes to key initiatives related to strategic priorities for the WS department heads Supports and contributes to strategic planning initiatives and activities including preparing materials, presentation decks and collaborating with WS leadership team in meetings and offsites Works collaboratively with RJL departments to support projects and deliverables impacting WS departments Work collaboratively with RJL IT and internal partners to develop reporting to support WSWS team metrics. Accountable for the coordination and timely production of reporting (monthly/quarterly) for RJL, RJFP and Solus Trust Boards and Leadership teams. Support third party relationships including invoicing as required for WS business groups in collaboration with RJL IT and Finance teams. Develop and oversee the administrative and operational support processes as required within the WS business groups. Organize the onboarding of new members of the WS teams and coordinate with appropriate RJL partners, Accountable for the ongoing review and maintenance of WS RJNet pages and collaboration with RJL IT, CC&M and other departments. Support the review of WS thought leadership content, webinar processes and calendar, to ensure timely delivery and co-ordination. Other duties 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. 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. Senior Business Management Associate, Wealth Solutions (WS) How does the role impact the organization? The Senior Business Management Associate, is an integral member of the WS team dedicated to supporting the delivery of service excellence to our RJL advisors and their clients. This role will be responsible for supporting the delivery of key reporting and strategic objectives of the WS team. Reporting to the SVP, Head of Wealth Solution and working directly with the VP, Head Wealth Planning & Tax and the VP, Head Insurance Solutions this individual is a key member of the WS team supporting strategic initiatives and activities related to the delivery of services and solutions by our teams of specialists and business units (including Solus Trust Company, and the, the Wealth Planning, Tax Consulting, and Insurance Solutions teams). The successful candidate possesses initiative, is detail oriented with strong organizational and technology skills, and the ability to multi-task and work collaboratively within the greater RJL organization. Total Wealth Solutions Develop and produce ongoing reporting and dashboards, including analyzing and interpreting data generated by our internal platforms and CRMs Analyze and interpret data generated by our internal CRM platforms: Microsoft Dynamics, TNet and Equisoft and identify the necessary reporting required for team and the respective business groups goals, KPIs and enterprise-wide reporting. Supports and contributes to key initiatives related to strategic priorities for the WS department heads Supports and contributes to strategic planning initiatives and activities including preparing materials, presentation decks and collaborating with WS leadership team in meetings and offsites Works collaboratively with RJL departments to support projects and deliverables impacting WS departments Work collaboratively with RJL IT and internal partners to develop reporting to support WSWS team metrics. Accountable for the coordination and timely production of reporting (monthly/quarterly) for RJL, RJFP and Solus Trust Boards and Leadership teams. Support third party relationships including invoicing as required for WS business groups in collaboration with RJL IT and Finance teams. Develop and oversee the administrative and operational support processes as required within the WS business groups. Organize the onboarding of new members of the WS teams and coordinate with appropriate RJL partners, Accountable for the ongoing review and maintenance of WS RJNet pages and collaboration with RJL IT, CC&M and other departments. Support the review of WS thought leadership content, webinar processes and calendar, to ensure timely delivery and co-ordination. Other duties 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. What do we expect from you? Integrity, initiative, and ownership over PCS & WS reporting, administrative and operational projects, including the ability to anticipate, identify challenges and potential solutions. Investing in your professional career and being recognized as a key member of WS professional teams. Qualifications: Demonstrates sound judgement, communication and collaboration/conflict resolution skills. Ability and desire to deliver best in class client service. Proven ability to work in a dynamic work environment with competing priorities while maintaining accountability to deliver on established goals and metrics. High degree of comfort working with different technology platforms. Ability to learn quickly and adapt to change. Creative mindset around use of technology as it relates to building templates, spreadsheets and tools to support the sales and service delivery of our business. Ability to effectively coordinates multiple, competing deadlines in a high-volume and fast-paced environment while maintaining an attention to detail. Works well independently as well as collaboratively within a team environment. Strong communications (verbal and written) and interpersonal skill. Exceptional in fostering supportive team environment, and ability to work with all team members. Educational/Previous Experience Requirements College diploma or University degree with a focus on business and/or finance. Ten+ years of financial services industry, including planning and supporting solutions based business units. Licenses/Certifications Certified Financial Planner (CFP®) designation is an asset. Life License Qualification Program (LLQP) and/or Chartered Life Underwriter (CLU®) designation is an asset. Travel Occasional travel may be required. We encourage our associates at all levels to: Grow professionally and inspire fellow team members to do the same. Work with and through others to deliver an exceptional client experience and planning deliverables. Contribute to the continuous growth, and evolution of RJL. We are only going to get better. Salary Range: $85,000-100,000 annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements. This posting is for an existing vacancy. 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. We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making. What do we expect from you? Integrity, initiative, and ownership over PCS & WS reporting, administrative and operational projects, including the ability to anticipate, identify challenges and potential solutions. Investing in your professional career and being recognized as a key member of WS professional teams. Qualifications: Demonstrates sound judgement, communication and collaboration/conflict resolution skills. Ability and desire to deliver best in class client service. Proven ability to work in a dynamic work environment with competing priorities while maintaining accountability to deliver on established goals and metrics. High degree of comfort working with different technology platforms. Ability to learn quickly and adapt to change. Creative mindset around use of technology as it relates to building templates, spreadsheets and tools to support the sales and service delivery of our business. Ability to effectively coordinates multiple, competing deadlines in a high-volume and fast-paced environment while maintaining an attention to detail. Works well independently as well as collaboratively within a team environment. Strong communications (verbal and written) and interpersonal skill. Exceptional in fostering supportive team environment, and ability to work with all team members. Educational/Previous Experience Requirements College diploma or University degree with a focus on business and/or finance. Ten+ years of financial services industry, including planning and supporting solutions based business units. Licenses/Certifications Certified Financial Planner (CFP®) designation is an asset. Life License Qualification Program (LLQP) and/or Chartered Life Underwriter (CLU®) designation is an asset. Travel Occasional travel may be required. We encourage our associates at all levels to: Grow professionally and inspire fellow team members to do the same. Work with and through others to deliver an exceptional client experience and planning deliverables. Contribute to the continuous growth, and evolution of RJL. We are only going to get better. Salary Range: $85,000-100,000 annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements. This posting is for an existing vacancy. 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. We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

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