Job Title:

Sales and Marketing Assistant


Raymond James Ltd


Calgary, AB

Job Reference:


We are seeking a Sales and Marketing Assistant to work in our Calgary branch as part of our estate planning and insurance team.

We are one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Insurance and annuity products and services are provided through it is a wholly owned subsidiary, Raymond James Financial Planning Ltd. (RJFP).

This is a great opportunity for an individual with life insurance experience looking to further their career in insurance or a recent college graduate who is interested in a career in the insurance industry working for an Agent/Broker. 

Specifically, you will:

  • Support the Estate Planning Advisor to generate new business, increase sales of insurance-based products, and sales administration in accordance with Raymond James policies and procedures;
  • Participate in the creation and coordination of education and development solutions for advisors and associates such as branch seminars;
  • Handle incoming and outgoing phone calls with clients and respond to requests for information;
  • Prepare sales proposals for new clients in collaboration with the Estate Planning Advisor;
  • Prepare correspondence to assist with servicing existing clients;
  • Process and follow up on insurance applications/transactions and manage documentation requirements;
  • Prepare and review daily/monthly/annual reports, client correspondence and project work;
  • Foster and support client relationships by liaising with clients and their Raymond James Financial Advisor, responding to requests and proactive problem solving;
  • Maintain accurate and complete client records; and
  • Execute other administrative tasks and as required by the Estate Planning Advisor.

To qualify for this opportunity, you possess:

  • Previous experience working within a sales/customer service oriented environment;
  • Proven ability to pay attention to accuracy and detail;
  • Well-developed communication (verbal/written) and interpersonal skills;
  • Proven ability to work with confidential information;
  • Good working knowledge of Microsoft Word, Excel, Power Point and Outlook;
  • Exceptional organizational skills with ability to manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment; and
  • Ability to work effectively both independently and within a team environment.

Preferred qualities:

  • Life insurance industry experience;
  • Life Insurance License in good standing with the Alberta Insurance Council; and
  • Knowledge of principles, practices and commonly-used concepts that govern insurance and/or annuities.

This is a permanent full-time position with a competitive compensation and benefits package.


If you would like to join our team, please send a resume and covering letter, quoting the position and Job Posting #19-065  to:

Human Resources
Raymond James Ltd.,
2100 – 925 West Georgia Street
Vancouver, BC V6C 3L2


To be considered for employment candidates will be required to provide proof of citizenship, permanent residency or eligibility to work in Canada with no restrictions. We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check. Employment is contingent on the satisfactory completion of a pre-employment background check.

We sincerely thank all applicants who express an interest in this role. Only those being directly considered will be contacted.

Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact Human Resources via email at the address above.

Quote Job Reference: 19-065

Posted 2019-04-29

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