Raymond James Ltd.

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. Administrative Assistant How does the role impact the organization? Drawing on industry experience in a financial services firm or previous experience in an administrative role, you will be responsible for providing administrative support to the Financial Advisor team and outstanding service to client. The right candidate is self-motivated with exceptional administrative skills, has a dependable nature and brings an ability to work within deadlines both independently and as part of a team. This position will support a dynamic team who is looking for a self-starter who is able to connect with others, has a proactive approach to problem solving and enjoys working in a...

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. Tax Services Associate Co-op How does the role impact the organization? The Tax Services Associate requires an organized, hard-working, team oriented and computer proficient candidate. The individual must be able to manage and prioritize tasks assigned during the Tax department's busy season. The candidate must meet the department's tax season deadlines and be able to manage file completion from start to finish which includes on-the job learning and requires effective communication with internal staff and Financial Advisors. This is a temporary full-time position from January - April 2025. What will your role be responsible for? Prepare income tax...

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. Business Development Associate How does the role impact the organization? Raymond James Ltd. is looking for a qualified Business Development Associate to support Wealth Management growth initiatives for Canada. The candidate will be required to draw on at least five years previous work experience as a team member within a financial services firm. The candidate must have a meticulous attention to detail, possess a positive attitude and have exceptional interpersonal skills, as they will be dealing directly with advisors. Reporting to the Senior Vice President - Canada, you'll demonstrate your leadership and promote the best integrated wealth management offering for...

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. Sales Assistant - 6 Month Contract How does the role impact the organization? The Sales Assistant is a vital role within our Insurance Division, focusing on providing support to the Life Insurance Specialist and contributing to ongoing business development activities. This role requires a dynamic individual with excellent interpersonal skills, attention to detail, and a strong understanding of life insurance products and underwriting processes. What is the position responsible for? Sales Support: Work closely with assigned Insurance Specialist(s) to drive insurance sales within the assigned region by way of supporting the marketing, business development and...

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. Investment Advisor Assistant How does the role impact the organization? Raymond James Ltd. is Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service. As a key member of the team, contributions are important to the success of the client relationship...

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. Investment Advisor Assistant Future Opportunities How does the role impact the organization? Raymond James Ltd. is Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service. As a key member of the team, contributions are important to the success of...

Chez Raymond James, nous nous perfectionnons, nous collaborons, nous prenons des décisions, nous obtenons des résultats et nous nous améliorons ensemble. Courtier en valeurs mobilières indépendant le plus important du Canada, Raymond James Ltée offre des produits et services de placement de grande qualité aux Canadiens et aux Canadiennes à la recherche de solutions personnalisées adaptées à leurs besoins en matière de gestion de patrimoine. Adjoint(e) au conseiller, service de conseils en placement Quelle est l'incidence du rôle sur l'organisation? Comptant parmi les courtiers en valeurs mobilières indépendants les plus importants du Canada, Raymond James Ltée offre des produits et services de placement de grande qualité aux Canadiens et aux Canadiennes à la recherche de solutions personnalisées adaptées à leurs besoins en matière de gestion du patrimoine. Le candidat doit être une personne motivée et fiable, qui possède...

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. Private Client Group Services Training & Development Specialist (Bilingual) How does the role impact the organization? Raymond James Ltd. is seeking a bilingual Learning & Development Specialist to join the Private Client Group (PCG) team in a hybrid workstyle capacity in our Toronto or Vancouver office. Raymond James Ltd. is one of Canada's leading full-service independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. The Learning & Development Specialist will enhance the competencies of employees by designing and conducting branch-training...

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. National Director IFS How does the role impact the organization? Reporting to the Head of Wealth, the National Director is responsible for building, managing, and maintaining relationships between our Private Client Group (PCG) and the Raymond James Limited, (RJL) Advisor community across the IFS (Independent Financial Services) channel. This is an opportunity for an experienced leader, preferably in a large IIROC broker dealer company, to work with the Raymond James team in an impressive and growing platform. Traits such as innovation, drive and energy would be fundamental to succeed in this dynamic role, as you will be expected to promote the growth and development of...

Raymond James Independent Financial Services is seeking a part or full-time support person to work in our Langford Office. Raymond James Ltd. is 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. The ideal candidate will possess an interest in advancing and pursuing a career in the wealth management industry, with a focus on Financial Planning. Candidate must have completed or be willing to complete the Canadian Securities Course, and ultimately work towards a Financial Planning designation. Responsibilities: • Manage social media accounts, create, and schedule posts, monitor engagement. • Prospecting of new clients and other professional contacts through the use of social media. • Management of website including content, as well as SEO strategies. • Assist with cash management functions of client accounts. •...

Are you an experienced financial professional seeking a role in a firm that is committed to inclusion and equality? Do you believe in doing what is right for clients at all times? Do you seek the freedom to help clients without the pressure of sales targets? If so, we want to hear from you. Sophia Financial Group (www.sophiafinancial.ca) is an independent agency of Raymond James Ltd. that provides wealth management services to high net worth clients and we are growing. Our full-service approach focuses on financial planning and superior portfolio management, education and community outreach. Our distinct culture is built on a shared commitment to exemplary service, the highest ethical standards and our social values are an integral part of our business platform. We are looking for a mature, experienced Associate Financial Advisor/Portfolio Analyst/Financial Planner to support our growth. WHAT YOU WILL BE DOING As a member of our team, you will work in a high-achieving,...

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. Marketing Content Coordinator, Advisor Experience How does the role impact the organization? As a key member of the Advisor Experience team, you will support senior team members in designing, implementing and optimizing the way we help Advisors market their practices. Reporting into the Senior Manager, you will work collaboratively and cross functionally across the Advisor Marketing team, with stakeholders in the business, and with hundreds of advisors to bring the Raymond James brand to life in distinct and measurable ways. What will your role be responsible for? Proofread and provide editing recommendations to advisor marketing materials, ensuring accuracy in...

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. Marketing Specialist How does the role impact the organization? The Marketing Specialist is part of our Marketing Content team and will be responsible for developing and executing comprehensive marketing strategies to increase brand awareness, drive organic growth, and promote business lines externally and internally. This role requires a deep understanding of marketing strategies, creativity, exceptional writing skills, and a proven track record in managing successful marketing campaigns. What will your role be responsible for? Work with stakeholders to help determine the best strategies and deliverables for their marketing projects. Develop, write, review...

Chez Raymond James, nous nous perfectionnons, nous collaborons, nous prenons des décisions, nous obtenons des résultats et nous nous améliorons ensemble. Courtier en valeurs mobilières indépendant le plus important du Canada, Raymond James Ltée offre des produits et services de placement de grande qualité aux Canadiens et aux Canadiennes à la recherche de solutions personnalisées adaptées à leurs besoins en matière de gestion de patrimoine. Vice-président adjoint/vice-présidente adjointe, Spécialiste de la planification financière De quelle façon ce rôle a-t-il une incidence sur l'organisation? Le/La vice-président(e) adjoint(e), spécialiste en planification financière, est un membre de la direction de l'équipe des Solutions globales en gestion de patrimoine, qui se consacre à fournir un niveau de service élevé pour soutenir nos équipes de conseillers, leurs clients ainsi que leurs familles. Ce poste est idéal pour une personne...

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. Operations Learning & Development Specialist How does the role impact the organization? The Learning & Development Specialist will work with all functional areas of Canadian Operations to create, produce, deliver, manage and provide competency-based learning materials. The immediate priority of the Specialist will be to plan and create the training program, content and materials for effective training for Operations Technical Specialists, for the Account Transfers department as well as for ongoing tasks and the rapid response team. In addition to this, the Specialist will be responsible for creating technical learning materials for business analysts, creating...

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. Securities Associate How does the role impact the organization? This position requires an ability to work in a high-volume, pressure-oriented environment. Inherent system deadlines require the successful candidate to possess very strong organizational and prioritization skills. Additionally, the ability to balance these significant challenges and interact well with others is essential. What will your role be responsible for? Research, reconcile and process GIC and Bond Interest calculations and payments to client accounts; Allocate incoming GIC Maturity and Interest wire payments and EFTs Provide shareholder communication assistance for proxy votes...

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. (RJL) is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. AVP, Financial Planning Specialist How does the role impact the organization? The AVP, Financial Planning Specialist is a senior member of our Total Wealth Solutions team that is dedicated to delivering an elevated level of service to supporting our advisory teams and their client families. This role is ideal for someone who has significant experience working with HNW Canadian families, families with multi-jurisdiction considerations, and clients who are experiencing a large monetization/other transfer event. As well, this role will have selected oversight responsibilities for all planning team members with respect to planning and thought leadership functions....

Raymond James Independent Financial Services is seeking an Administrative Assistant to work in our Coquitlam Office. Raymond James Ltd. is 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. This is an entry-level position where the successful candidate will work closely with existing associates and portfolio managers to support their daily activities. The role offers the opportunity to gain extensive experience in both the Canadian and U.S. wealth management industries, including client servicing, account opening, financial planning assistance, portfolio management support, and handling day-to-day operations. The ideal candidate will have excellent communication skills, strong attention to detail, and the ability to manage multiple tasks and prioritize effectively. They should be comfortable working in a fast-paced, dynamic environment and be...

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. Licensed Sales Assistant How does the role impact the organization? The primary role of the Licensed Sales Assistant is to support a team of financial advisors and the Branch Manager (BM) by ensuring the office is managed efficiently and effectively. The position is responsible for entering client trades, servicing client requests and processing trade instructions by phone, and ensuring client paperwork is up to date and accurate. This is a supportive team environment which promotes personal career growth. Drawing on previous experience as an Administrative Assistant in a financial services firm, or upon a degree/diploma within Financial Management or Business...

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. Administrative Assistant How does the role impact the organization? Drawing on industry experience in a financial services firm or previous experience in an administrative role, you will be responsible for providing administrative support to the Financial Advisor team and outstanding service to client. The right candidate is self-motivated with exceptional administrative skills, has a dependable nature and brings an ability to work within deadlines both independently and as part of a team. This position will support a dynamic team who is looking for a self-starter who is able to connect with others, has a proactive approach to problem solving and enjoys working in a...