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

Branch Administrator

Hybrid · Toronto

The Branch Administrator manages day-to-day branch operations, ensuring efficient administrative support and regulatory compliance. They act as a primary point of contact for policies and procedures while coordinating documentation and training for branch staff.

Client Service Assistant

On-site · Vancouver

The Client Service Assistant will deliver a high-touch experience by managing client inquiries, onboarding, and communications while supporting advisors with portfolio reporting and financial planning documentation. They are also responsible for maintaining accurate CRM records and ensuring all account administration and compliance requirements are met with precision.

Administrative Assistant

On-site · Calgary

The Administrative Assistant supports financial advisors by managing daily administrative tasks, client requests, and meeting preparations. They are responsible for maintaining accurate client records, handling account maintenance, and assisting with marketing initiatives.

Senior Trust Advisor

Hybrid · Victoria

The Senior Trust Advisor manages a book of estate and trust accounts while driving business development through internal and external partnerships. They provide expert estate planning advice and ensure the professional administration of fiduciary and agency accounts.

Branch Administrator

On-site

The Branch Administrator provides operational and administrative support to the management team to ensure efficient branch operations. Responsibilities include managing staff initiatives, supporting compliance reporting, handling client documentation, and coordinating marketing activities.

Branch Assistant

Hybrid

The Branch Assistant provides operational and administrative support to the management team to ensure efficient branch operations. Responsibilities include managing client documentation, entering trades, supporting compliance, and coordinating marketing initiatives.

Payroll Associate

Hybrid · Vancouver

The Payroll Associate is responsible for the accurate administration and processing of payroll for multiple entities while ensuring compliance with legislation and corporate policies. They also reconcile payroll accounts to the General Ledger and ensure timely government reporting and remittances.

Account Transfer Associate - 12 Month Contract

Hybrid · Vancouver

The Account Transfer Associate is responsible for processing and overseeing external asset transfers between financial institutions while ensuring compliance with regulatory requirements. They coordinate with internal and external stakeholders to maintain accurate records and provide exceptional service regarding client asset movements.

Associé ou associée bilingue, Soutien au site Accès client

Hybrid · Toronto

The associate will serve as the primary point of contact for clients and advisors, providing timely support for the Client Access website and mobile application. They will also collaborate with internal IT and operational teams to resolve technical issues and ensure high-quality service delivery.

Client Access Support Associate

Hybrid · Toronto

The associate acts as a primary point of contact for clients and advisors, providing support for website access and mobile application issues. They collaborate with internal teams to resolve inquiries, document communications, and ensure high levels of customer satisfaction.

Associate Financial Advisor/Financial Advisor

On-site · Vancouver

The associate will lead client meetings, manage portfolio reviews, and present investment ideas while assisting with research and asset mix decisions. They are also responsible for providing high-quality client service and helping to grow the business alongside the lead advisor.

Senior Financial Planner

Hybrid

The Senior Financial Planner manages client planning engagements from discovery to delivery, providing comprehensive financial solutions to high-net-worth clients. They also collaborate with advisory teams to enhance financial planning knowledge and support internal stakeholders.

Business Support Specialist

Hybrid · Toronto

The Business Support Specialist will perform operational functions for the Institutional Treasury Group, including client onboarding, account maintenance, and financial data entry. They will also support division leadership by maintaining prospect lists, preparing research reports, and coordinating meetings.

Investment Advisor Assistant

Hybrid · Markham

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 assisting with marketing projects.

Advisor Internship Program (AIP) (Victoria/Kelowna)

On-site · Kelowna

The advisor is responsible for building a book of business by prospecting high net worth individuals and providing comprehensive wealth management solutions. They must manage client relationships while meeting specific asset-gathering targets over a 36-month development period.

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

On-site · Ottawa

The advisor is responsible for building a book of business by prospecting high-net-worth individuals and providing comprehensive wealth management solutions. They must also participate in a 36-month training program involving classroom learning, coaching, and mentorship to develop their advisory practice.

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

On-site · Calgary

The advisor is responsible for building a book of business by prospecting and providing comprehensive wealth management advice to high net worth individuals. They must meet specific asset-gathering targets while maintaining high-quality service for existing clients.

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.