Transition Administrator

Job Description - Transition Administrator (2500721)

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.

Transition Administrator

How does the role impact the organization?

Under the direction of the Supervisor, Transition Services, the Transition Administrator is responsible for providing support and acting as a liaison between the home office and new Financial Advisors (FAs) joining Raymond James branch offices.

What will your role be responsible for?

• Assist the National Sales team in transitioning Financial Advisors / Agents in Canada to Raymond James;
• Maintain an ongoing dialogue with transitioning Financial Advisors / Agents to Raymond James;
• Understand and educate transitioning Financial Advisors / Agents and their support staff on the policies and procedures relating to operations, compliance, marketing, technology, investment products and general business issues;
• Be responsible for the maintenance of a comprehensive process from the initial training to the ongoing support of new Advisors;
• Arrange to provide branches with preliminary and ongoing operational training;
• Customize transition requirements to the needs of the Financial Advisors / Agents;
• Coordinate approval and printing process for stationary and business cards;
• Manage weekly transition calls / meetings with Financial Advisors / Agents and their teams;
• Other duties and responsibilities 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.

Qualifications

What do we expect from you?

Educational / Previous Experience Requirements

Licenses / Certifications

Travel

We encourage our associates at all levels to :

Equal Opportunity Statement

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 recruitment@raymondjames.ca. 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) $55,000-62,000 in addition to competitive performance bonuses / incentives.

Raymond James Ltd. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request or at . 3Macs, MacDougall, MacDougall & MacTier and Raymond James Correspondent Services are divisions of Raymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Itssubsidiaries, Raymond James Investment Counsel Ltd., Raymond James Financial Planning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd. are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpages for applicable corporate, regulatory or membership information. www.cipf.ca

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