Drive operational excellence as a Senior Business Management Associate in Wealth Solutions at Raymond James in Toronto. You will be instrumental in supporting advisors and managing key reporting projects.

As an integral member of the Wealth Solutions team, you will collaborate with VP-level leadership and contribute to essential strategic initiatives. This role is well-suited for a detail-oriented skilled with over ten years of experience in financial services, ready to tackle a variety of reporting and administrative tasks amidst a fast-paced environment.

Key Responsibilities:
• Develop and produce reporting and dashboards for the WS department
• Support strategic planning and presentation material preparation
• Coordinate with internal teams for project deliverables




• Analyze data from CRM tools to inform strategic decisions
• Maintain and review WS collaboration resources

Requirements:
• Minimum of 10 years in financial services
• Strong organizational and multitasking abilities
• Excellent verbal and written communication skills
• Comfort with technology and CRM platforms
• College or university education in business/finance

Leverage your initiative and analytical skills to support the Wealth Solutions team at Raymond James in Toronto.
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📌 Senior Business Management Associate at Raymond James (Ontario)
🏢 Raymond James
📍 Ontario