VP/Senior Associate, Corporate Access

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. VP/Senior Associate, Corporate Access How does the role impact the organization? The VP/Senior Associate, Corporate Access will work closely with the Institutional Sales, Trading & Research team in a fast-paced environment in our downtown Toronto office. The eligible candidate will be responsible for facilitating and coordinating access between corporate clients and institutional investors through exceptional logistics on all deal or non-deal roadshows, analyst marketing events, bespoke trips and conferences and other events. The eligible candidate will also be responsible with efficiently providing administrative & analytical support to the Equities group within the Equity Capital Markets department at Raymond James. Drawing on previous experience in a client-facing capacity, the successful candidate must also be responsible, confident, self-motivated and a team player who has a keen interest in developing their skills and experience. The position will offer the opportunity to gain exposure to senior professionals and institutional clients. The ideal candidate will have a proven ability to take initiative, and will possess exceptional time management, communication and presentation skills. What is this role responsible for? Primarily responsible for managing the Raymond James marketing calendar including deal and non-deal roadshows, virtual events, conferences, seminars, investor tours, and analyst marketing days Manage itineraries, create and update marketing materials including presentations Assist Conference & Special Events Coordinators with field trips, forums, symposiums and conferences Work across institutional equity sales, trading, research, and client teams Create account activity reports as requested Maintain databases, records and files for efficient operation of the department Manage logistics for in-house events including meeting room bookings, catering arrangements, AV requirements and record keeping Coordinate all internal presentations, including serving as an important point of contact for Raymond James clients Analyze Corporate Access activity on an ongoing basis to proactively provide feedback and suggestions to internal stakeholders and clients Assist the Sales & Trading team in providing timely, confidential and professional service to all clients both internal and external Other duties as assigned which may include helping route callers on the trading desk, assisting with travel arrangements, preparing expense reports, etc. What can you expect from us? Our most important investment is in people. Upon eligibility, Raymond James Ltd offers 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? Knowledge, Skills, and Abilities Knowledge of Understanding of the capital markets, institutional clients, and corporate clients considered an asset Fundamental investment concepts, practices, and procedures used in the securities industry CRM tools (e.g. Ipreo/BigDough) considered an asset Skill in Professionalism with superior organizational and administrative skills Excellent proficiency with MS Office software, including Excel, PowerPoint, Outlook and Word Managing logistics with patience, strong communication skills, and special attention to detail Willingness and ability to learn new applications Ability to Manage direct contact with clients: senior corporate executives & investors Handle multiple time-sensitive tasks with accuracy Work within deadlines in a dynamic, fast-paced, and demanding environment while maintaining a high level of service and attention to detail Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills Work independently as well as collaboratively within a team environment Demonstrate a professional manner to establish and maintain effective working relationships at all levels of the organization Exercise tact and discretion in the handling of confidential information A positive, enthusiastic and energetic attitude Communicate proficiently in French is considered an asset Educational/Previous Experience Requirements Post-secondary education Minimum of 2-3 years of experience in a similar role Prior experience in the financial services / equity sales and trading / investment banking / corporate finance industry considered an asset We encourage our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm Salary Range: $95,000 - 125,000 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 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. 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.

The VP/Senior Associate manages the marketing calendar for roadshows, conferences, and investor events while providing administrative and analytical support to the Equities group. They act as a key point of contact for institutional clients and coordinate logistics for both in-house and external marketing activities.

Candidates must have post-secondary education and a minimum of 2-3 years of experience in a similar role, preferably within the financial services or investment banking industry. Proficiency in MS Office and strong organizational skills are required to handle time-sensitive tasks in a fast-paced environment.

• Health benefits • RRSP matching program • Employee stock purchase plan • Paid time off • Volunteer days • Discretionary bonuses • Tuition reimbursement

• Gestion du tempsSouhaitée
• Service à la clientèleSouhaitée
• Travail d’équipeSouhaitée
• Souci du détailSouhaitée
• Microsoft OfficeSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Capital markets
• Institutional sales
• Logistics management
• Event coordination
• Time management
• Communication skills
• Presentation skills
• Relationship management
• Administrative support
• Analytical support
• CRM tools
• Microsoft Office
• Attention to detail
• Confidentiality
• Teamwork
• Client service
• Marketing Calendar
• Institutional Sales
• Tactfulness
• Patience
• Energetic
• Relationship Management
• Record Keeping
• Professionalism
• Expense Reports
• Time Off Management
• Administrative Functions
• Self-Motivation
• Marketing Materials
• Microsoft Access
• Microsoft Excel
• Research
• Customer Relationship Management
• Corporate Finance
• Investments
• Capital Markets
• Decision Making
• Communication
• Equities
• Equity Capital Markets
• Equity Issuance
• Sales
• Financial Services
• French Language
• Marketing
• Institutional Investing
• Investment Banking
• Investment Concepts
• Logistics Management
• Microsoft Outlook

• Finance & Accounting
• Administrative
• Sales
• Management & Leadership
• Corporate Associate
• Vice President (General)
• Managing Directors and Chief Executives
• General and Operations Managers

Formation minimale

Baccalauréat

Expérience minimale

2+ ans

Langue de l’offre

anglais

Heures de travail

40 heures par semaine