AVP, Relationship Manager Western Canada
Top Benefits
About the role
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.
AVP, Relationship Manager Western Canada How does the role impact the organization? As the Relationship Manager for Western Canada, you will be responsible for overseeing and managing the operations of Raymond James IFS agencies across the region. This role involves providing strategic leadership, support, and guidance to ensure the successful performance and growth of multiple agencies. You will work closely with agency managers to implement company policies, achieve business objectives, and maintain high standards of client service.
What will your role be responsible for?
- Oversee the operations of Raymond James IFS agencies in Western Canada, ensuring alignment with company goals and objectives;
- Provide leadership and support to agency managers, fostering a collaborative and high-performance culture;
- Provide coaching and guidance to advisors on leveraging Raymond James Total Wealth Solutions to enhance client relationships and business growth;
- Support advisors in utilizing financial planning resources to develop comprehensive financial plans for clients;
- Conduct regular workshops and training sessions to ensure advisors are up-to-date with the latest tools and resources available;
- Monitor and evaluate the implementation of these tools and resources, providing feedback and additional support as needed;
- Develop and implement strategic plans to drive growth and profitability across the region;
- Monitor and analyze agency performance, identifying areas for improvement and implementing corrective actions as needed;
- Ensure compliance with regulatory requirements and company policies;
- Build and maintain strong relationships with key stakeholders, including clients, advisors, and industry partners;
- Represent Raymond James IFS at industry events and conferences, promoting the company's brand and services; and
- Collaborate with other regional managers and senior leadership to share best practices and drive overall company success
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.
What do we expect from you? To qualify for this opportunity you possess:
- Bachelor's degree in Business Administration, Finance, or a related field;
- Proven experience in a leadership role within the financial services industry, preferably with multi-agency oversight;
- Strong understanding of financial products, services, and regulatory requirements;
- Excellent leadership, communication, and interpersonal skills;
- Ability to analyze complex data and make informed decisions;
- Strong problem-solving and organizational skills; and
- Willingness to travel within the region as needed
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
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.
Salary Range: BC (based on Education, Work Experience, etc) $120,000-130,000 in addition to competitive performance bonuses/incentives.
Job Administrative & Support Services
Primary Location CA-BC-Vancouver-Vancouver
Organization PCG Admin
Schedule Full-time
Status Permanent Full-Time
About Raymond James Ltd.
Raymond James Ltd., the Canadian subsidiary of Raymond James Financial, Inc., has a rich history dating back to its establishment in 1962. Our parent company, which went public in 1983, is listed on the New York Stock Exchange under the ticker symbol RJF.
In 2000, Raymond James Financial, Inc. acquired Goepel McDermid Inc., subsequently rebranding it as Raymond James Ltd. Our legacy companies have been serving Canadian investors for nearly eight decades.
In 2016, Raymond James Ltd. further expanded its reach by acquiring 3Macs (MacDougall, MacDougall & MacTier Inc.), a distinguished investment firm founded in 1849, predating Canada’s Confederation. This acquisition significantly bolstered our private client business, integrating 72 advisors and over CAD 6 billion in client assets, thereby establishing the combined entity as Canada’s largest independent investment dealer.
Raymond James Ltd. is proud to be a member the Canadian Investor Protection Fund (CIPF).
Our vision – to be a firm as unique as the people we serve – guides us as we work to gain an even deeper understanding of what makes each of us unique and of what unites us. This principle guides our business at every level, including how we attract talented people and support their personal goals and professional development. When we welcome and embrace diverse experiences, perspectives and points of view in the workplace, it leads to more innovation, creativity and collaboration.
AVP, Relationship Manager Western Canada
Top Benefits
About the role
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.
AVP, Relationship Manager Western Canada How does the role impact the organization? As the Relationship Manager for Western Canada, you will be responsible for overseeing and managing the operations of Raymond James IFS agencies across the region. This role involves providing strategic leadership, support, and guidance to ensure the successful performance and growth of multiple agencies. You will work closely with agency managers to implement company policies, achieve business objectives, and maintain high standards of client service.
What will your role be responsible for?
- Oversee the operations of Raymond James IFS agencies in Western Canada, ensuring alignment with company goals and objectives;
- Provide leadership and support to agency managers, fostering a collaborative and high-performance culture;
- Provide coaching and guidance to advisors on leveraging Raymond James Total Wealth Solutions to enhance client relationships and business growth;
- Support advisors in utilizing financial planning resources to develop comprehensive financial plans for clients;
- Conduct regular workshops and training sessions to ensure advisors are up-to-date with the latest tools and resources available;
- Monitor and evaluate the implementation of these tools and resources, providing feedback and additional support as needed;
- Develop and implement strategic plans to drive growth and profitability across the region;
- Monitor and analyze agency performance, identifying areas for improvement and implementing corrective actions as needed;
- Ensure compliance with regulatory requirements and company policies;
- Build and maintain strong relationships with key stakeholders, including clients, advisors, and industry partners;
- Represent Raymond James IFS at industry events and conferences, promoting the company's brand and services; and
- Collaborate with other regional managers and senior leadership to share best practices and drive overall company success
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.
What do we expect from you? To qualify for this opportunity you possess:
- Bachelor's degree in Business Administration, Finance, or a related field;
- Proven experience in a leadership role within the financial services industry, preferably with multi-agency oversight;
- Strong understanding of financial products, services, and regulatory requirements;
- Excellent leadership, communication, and interpersonal skills;
- Ability to analyze complex data and make informed decisions;
- Strong problem-solving and organizational skills; and
- Willingness to travel within the region as needed
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
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.
Salary Range: BC (based on Education, Work Experience, etc) $120,000-130,000 in addition to competitive performance bonuses/incentives.
Job Administrative & Support Services
Primary Location CA-BC-Vancouver-Vancouver
Organization PCG Admin
Schedule Full-time
Status Permanent Full-Time
About Raymond James Ltd.
Raymond James Ltd., the Canadian subsidiary of Raymond James Financial, Inc., has a rich history dating back to its establishment in 1962. Our parent company, which went public in 1983, is listed on the New York Stock Exchange under the ticker symbol RJF.
In 2000, Raymond James Financial, Inc. acquired Goepel McDermid Inc., subsequently rebranding it as Raymond James Ltd. Our legacy companies have been serving Canadian investors for nearly eight decades.
In 2016, Raymond James Ltd. further expanded its reach by acquiring 3Macs (MacDougall, MacDougall & MacTier Inc.), a distinguished investment firm founded in 1849, predating Canada’s Confederation. This acquisition significantly bolstered our private client business, integrating 72 advisors and over CAD 6 billion in client assets, thereby establishing the combined entity as Canada’s largest independent investment dealer.
Raymond James Ltd. is proud to be a member the Canadian Investor Protection Fund (CIPF).
Our vision – to be a firm as unique as the people we serve – guides us as we work to gain an even deeper understanding of what makes each of us unique and of what unites us. This principle guides our business at every level, including how we attract talented people and support their personal goals and professional development. When we welcome and embrace diverse experiences, perspectives and points of view in the workplace, it leads to more innovation, creativity and collaboration.