Associate, Business Development
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.
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, Growth & Development – Canada, you'll demonstrate your leadership and promote the best integrated wealth management offering for our advisors and clients as you work closely with the SVP, Head of Growth & Development, Senior Manager, Business Development, Branch Managers and our partners across Canada.
What will your role be responsible for?
- Provide support to the SVP, Head of Growth & Development and the Manager of Business Development;
- Keep abreast of, research and analyze industry trends, developments, news and business intelligence and generate and assess ideas and options for opportunities and change integration for advisor recruitment;
- Gather data from multiple sources, including media, industry surveys, speeches and reports, analyze and prepare information for further analysis, develop solutions and recommendations;
- Provide back-up support to the SVP of Business Development & Manager Business Development in the recruiting process including head office visits, information management and CRM;
- Research, identify and recommend new sources, partnerships, ideas and initiatives for recruiting
- Develop and manage relationships and communications with high-level recruits in support of the EVP’s strategic goals;
- Source recruiting opportunities and relationships based on personal networking;
- Organize ad-hoc initiatives with PCG, Branch Managers and Agent Advisors;
- Identify and recommend solutions, programs or improvements to existing projects to support the organizational recruitment goals and objectives;
- Manage assigned projects from initiation through to delivery, including Promotion & Awareness of the Raymond James Ltd. Brand; and
- Other duties as assigned.
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 excel in this role, you should have:
- Minimum 5 years Investment Industry experience;
- Excellent knowledge of the wealth management industry;
- Sound understanding of Investment Advisors' work;
- Business development experience;
- Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint, and Outlook;
- Exceptional professional judgment, customer service, and analytical skills;
- Demonstrated organizational, planning, and prioritization skills;
- Must have excellent initiative and the ability to work autonomously;
- The ability to exercise tact and discretion, as well as handle confidential information; and
- Meticulous attention to detail.
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.
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.
Job Business Development
Primary Location CA-QC-Montreal-Montréal
Organization PCG Solutions
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.
Associate, Business Development
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.
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, Growth & Development – Canada, you'll demonstrate your leadership and promote the best integrated wealth management offering for our advisors and clients as you work closely with the SVP, Head of Growth & Development, Senior Manager, Business Development, Branch Managers and our partners across Canada.
What will your role be responsible for?
- Provide support to the SVP, Head of Growth & Development and the Manager of Business Development;
- Keep abreast of, research and analyze industry trends, developments, news and business intelligence and generate and assess ideas and options for opportunities and change integration for advisor recruitment;
- Gather data from multiple sources, including media, industry surveys, speeches and reports, analyze and prepare information for further analysis, develop solutions and recommendations;
- Provide back-up support to the SVP of Business Development & Manager Business Development in the recruiting process including head office visits, information management and CRM;
- Research, identify and recommend new sources, partnerships, ideas and initiatives for recruiting
- Develop and manage relationships and communications with high-level recruits in support of the EVP’s strategic goals;
- Source recruiting opportunities and relationships based on personal networking;
- Organize ad-hoc initiatives with PCG, Branch Managers and Agent Advisors;
- Identify and recommend solutions, programs or improvements to existing projects to support the organizational recruitment goals and objectives;
- Manage assigned projects from initiation through to delivery, including Promotion & Awareness of the Raymond James Ltd. Brand; and
- Other duties as assigned.
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 excel in this role, you should have:
- Minimum 5 years Investment Industry experience;
- Excellent knowledge of the wealth management industry;
- Sound understanding of Investment Advisors' work;
- Business development experience;
- Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint, and Outlook;
- Exceptional professional judgment, customer service, and analytical skills;
- Demonstrated organizational, planning, and prioritization skills;
- Must have excellent initiative and the ability to work autonomously;
- The ability to exercise tact and discretion, as well as handle confidential information; and
- Meticulous attention to detail.
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.
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.
Job Business Development
Primary Location CA-QC-Montreal-Montréal
Organization PCG Solutions
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.