RJ

Raymond James Ltd.

Verified Job Source

Power of Personal

Toronto, ON

Financial Services
1,001–5,000 people

About

Raymond James Ltd. is the Canadian subsidiary of Raymond James Financial, Inc., one of North America’s leading independent financial services firms. Established in 1962, our parent firm became publicly traded in 1983 and is listed on the New York Stock Exchange under the ticker symbol RJF. Operating in Canada since 2001, Raymond James Ltd.’s roots extend back more than 170 years through predecessor firms that helped shape Canada’s financial landscape. In 2016, the combination of Raymond James Ltd. and 3Macs (MacDougall, MacDougall & MacTier Inc.), founded in 1849, further strengthened our private client business and helped establish Raymond James as Canada’s largest independent investment dealer. Today, we are a proudly Canadian firm providing personalized wealth solutions to individuals, families and institutions nationwide. Our client‑first philosophy is guided by four core values: putting clients first, acting with integrity, thinking long‑term and valuing independence. Our vision—to be a firm as unique as the people we serve—shapes our culture, our partnerships and how we support advisors and associates. We believe diverse perspectives, meaningful relationships and a culture of independence drive better outcomes for clients and communities alike. Raymond James Ltd. is a member of the Canadian Investor Protection Fund (CIPF).

Open positions

Wealth Advisor Assistant

Hybrid · Calgary

The Wealth Advisor Assistant supports financial advisors by managing office operations, processing client trades, and handling administrative requests. They also assist with marketing initiatives, lead generation, and maintaining accurate client records within the CRM system.

Associate Financial Advisor

On-site · Waterloo

The Associate Financial Advisor will support advisors in managing client relationships, investment portfolios, and wealth management strategies. Responsibilities include conducting investment research, preparing client meeting materials, and ensuring proactive communication with high-net-worth clients.

Receptionist

On-site · Edmonton

The receptionist acts as the first point of contact, managing incoming calls, greeting clients, and maintaining the office environment. They are also responsible for boardroom setup, catering coordination, and providing general administrative support to the branch team.

Senior Trust Officer

Hybrid · Vancouver

The Senior Trust Officer manages a book of estate, trust, and power of attorney accounts while acting as a mentor to junior team members. They also build strategic relationships with external partners and ensure compliance with all internal policies and regulatory requirements.

Financial Advisor Assistant

Hybrid · Toronto

The role involves providing comprehensive administrative and client service support to financial advisors and portfolio managers. Responsibilities include managing client requests, account documentation, meeting preparation, and coordinating office operations.

Advisor Internship Program (AIP) (Calgary/Edmonton/Saskatoon)

On-site · Calgary

The advisor is responsible for building a book of business by providing comprehensive wealth management advice to high net worth individuals and families. They must utilize various prospecting methods to grow assets under administration while maintaining high-quality service for existing clients.

Licensed Sales Assistant

On-site · Edmonton

The Licensed Sales Assistant supports financial advisors by managing client portfolios, executing trades, and ensuring efficient office operations. They also engage directly with clients to provide service, prepare financial presentations, and maintain accurate client documentation.

Senior Compliance Officer

Hybrid · Vancouver

The Senior Compliance Officer is responsible for monitoring retail account activity, conducting trade reviews, and ensuring adherence to industry regulations and internal policies. They also act as a subject matter expert, providing guidance to staff and supporting the firm's compliance risk assessment and audit processes.

Trust Officer

Hybrid · Vancouver

The Trust Officer is responsible for the professional administration of estate, trust, and power of attorney accounts while managing a book of high-net-worth clients. The role involves collaborating with legal and compliance teams and building strategic relationships with centers of influence like lawyers and accountants.

Advisor Internship Program (AIP) (Victoria/Kelowna)

On-site · Victoria

Provide high-net-worth clients with comprehensive wealth management advice and financial solutions. Build and grow a personal book of business through various prospecting methods and marketing strategies.

Advisor Internship Program (AIP) (Toronto/Waterloo/Ottawa)

On-site · Toronto

Provide clients with comprehensive wealth management advice and build a personal book of business through various prospecting methods. The role involves identifying client needs and delivering appropriate financial solutions while meeting asset-gathering targets.

Administrative Assistant (Evergreen)

On-site · Vancouver

Provide comprehensive administrative support to the Financial Advisor team and deliver outstanding service to clients. Responsibilities include managing phone calls, maintaining paperwork, updating CRM software, and executing social media campaigns.

Audit Advisor

Hybrid · Vancouver

The role involves conducting audits of assigned processes, evaluating control designs, and testing operating effectiveness. It also requires partnering with stakeholders to evaluate the control environment and producing high-quality deliverables according to professional standards.

Senior Analyst

On-site · Vancouver

The Senior Analyst acts as a liaison to internal business units to create and administer enterprise supplier risk management requirements in Canada. Responsibilities include conducting vendor risk assessments, developing mitigating controls, and ensuring compliance with regulatory and internal policies.

Relationship Associate, Correspondent Services

On-site · Vancouver

Manage service relationships with existing custody and introducer clients while assisting in the transition of new clients. Serve as the primary point of contact for business processes, regulatory issues, and general service matters.

Senior Trust Officer

Hybrid · Vancouver

The Senior Trust Officer manages a book of complex estate, trust, and power of attorney accounts while providing premium service to high-net-worth clients. The role involves building strategic relationships with centers of influence and ensuring all administration adheres to company policy and legal requirements.

Trust Officer

Hybrid · Vancouver

The Trust Officer is responsible for the timely and professional administration of estate, trust, and power of attorney accounts while ensuring compliance with legal and regulatory standards. They also build strategic relationships with external partners and provide oversight to ensure high-quality service delivery to clients.

Manager, Information Compliance Risk Management (ICRM)

Hybrid · Toronto

The Manager will oversee compliance programs, including privacy, books and records, and IT compliance, while ensuring the firm meets all regulatory obligations. They will also lead cross-functional teams, manage complex projects, and provide strategic guidance to senior management regarding risk mitigation.

Investment Advisor Assistant

Hybrid · Toronto

The Investment Advisor Assistant supports financial advisors by managing office operations, processing client trades, and handling client requests. They are also responsible for maintaining accurate client files, preparing reports, and fostering strong client relationships.

Financial Advisor Assistant

Hybrid · Calgary

The Financial Advisor Assistant supports a team of investment advisors by processing security transactions, managing client communications, and handling day-to-day administrative requests. The role also involves lead generation, marketing support, and ensuring compliance with regulatory requirements.