Top Benefits
About the role
- 2500392
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.
Assistant Branch Manager
- How does the role impact the organization?
We are seeking a proactive, experienced, and service-driven Assistant Branch Manager to support the ongoing growth and success of our branch. This individual will play a pivotal role in both retaining and developing our existing Advisor base while also supporting the recruitment of high-performing Advisors from the competition.
Reporting directly to the Branch Manager and working closely with the local management team, the successful candidate will be instrumental in delivering day-to-day support, elevating branch operations, and helping to maintain a culture of excellence, accountability, and growth.
What will your role be responsible for?
Advisor Support & Retention
- Support existing Advisors with business development initiatives, client engagement strategies, and practice management.
- Collaborate with Advisors to help drive Net New Asset (NNA) growth.
- Provide consistent mentorship and operational support to newer Advisors (“Rookies”).
- Serve as a secondary point of contact for Advisors when the Branch Manager is away.
Recruitment & Growth
- Partner with the Branch Manager and recruitment team to identify, engage, and onboard top-performing Advisors from competitor firms.
- Participate in recruitment meetings and follow-through activities to support successful transitions.
- Assist with hiring and, where necessary, offboarding processes.
Operational & Branch Management
- Ensure consistent and high-quality experience across all locations including weekly and/or quarterly visits to the sub-branches outside of the downtown core.
- Participate in leadership meetings, including Branch Manager calls and budget discussions.
- Contribute to the strategic development of a strong branch culture—making the branch a place where Advisors want to be, not just have to be.
- Support and provide backup for the management team, including supervision.
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?
Professional Experience
- Minimum of 3–5 years’ experience in the investment or financial services industry.
- Previous leadership or management experience is highly valued.
- Direct experience as an Advisor (or with a small book of business) is preferred to bring an informed perspective to Advisor needs.
- Deep understanding of Advisor operations and challenges.
Education & Licensing
- Diploma or degree in finance, business, or related field.
- Must hold a Registered Representative license and have completed Wealth Management Essentials (WME).
- Investment Dealers Supervisory Course (IDSC) preferred.
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.
Job Administrative & Support Services
Primary Location CA-AB-Edmonton-Edmonton
Organization Branch
Schedule Full-time
Status Permanent Full-Time
About Raymond James
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023).
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Top Benefits
About the role
- 2500392
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.
Assistant Branch Manager
- How does the role impact the organization?
We are seeking a proactive, experienced, and service-driven Assistant Branch Manager to support the ongoing growth and success of our branch. This individual will play a pivotal role in both retaining and developing our existing Advisor base while also supporting the recruitment of high-performing Advisors from the competition.
Reporting directly to the Branch Manager and working closely with the local management team, the successful candidate will be instrumental in delivering day-to-day support, elevating branch operations, and helping to maintain a culture of excellence, accountability, and growth.
What will your role be responsible for?
Advisor Support & Retention
- Support existing Advisors with business development initiatives, client engagement strategies, and practice management.
- Collaborate with Advisors to help drive Net New Asset (NNA) growth.
- Provide consistent mentorship and operational support to newer Advisors (“Rookies”).
- Serve as a secondary point of contact for Advisors when the Branch Manager is away.
Recruitment & Growth
- Partner with the Branch Manager and recruitment team to identify, engage, and onboard top-performing Advisors from competitor firms.
- Participate in recruitment meetings and follow-through activities to support successful transitions.
- Assist with hiring and, where necessary, offboarding processes.
Operational & Branch Management
- Ensure consistent and high-quality experience across all locations including weekly and/or quarterly visits to the sub-branches outside of the downtown core.
- Participate in leadership meetings, including Branch Manager calls and budget discussions.
- Contribute to the strategic development of a strong branch culture—making the branch a place where Advisors want to be, not just have to be.
- Support and provide backup for the management team, including supervision.
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?
Professional Experience
- Minimum of 3–5 years’ experience in the investment or financial services industry.
- Previous leadership or management experience is highly valued.
- Direct experience as an Advisor (or with a small book of business) is preferred to bring an informed perspective to Advisor needs.
- Deep understanding of Advisor operations and challenges.
Education & Licensing
- Diploma or degree in finance, business, or related field.
- Must hold a Registered Representative license and have completed Wealth Management Essentials (WME).
- Investment Dealers Supervisory Course (IDSC) preferred.
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.
Job Administrative & Support Services
Primary Location CA-AB-Edmonton-Edmonton
Organization Branch
Schedule Full-time
Status Permanent Full-Time
About Raymond James
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023).
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.