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

Associate Advisor/Financial Planner

On-site · Waterloo

The Associate Advisor will support advisors in managing client relationships, investment portfolios, and wealth management strategies. Responsibilities include preparing for client meetings, conducting investment research, and ensuring accurate record-keeping and service delivery.

Administrative Assistant (Evergreen)

Hybrid · Toronto

The Administrative Assistant provides in-office support to the trust company by maintaining communication flow and assisting with administrative tasks. Responsibilities include asset reporting, client file reviews, real estate asset maintenance, and tax season support.

AVP, Tax Consulting

Hybrid · Vancouver

The AVP, Tax Consulting provides sophisticated, client-centered wealth planning support to high-net-worth families and business owners. This role involves delivering comprehensive financial, tax, and estate strategies while providing functional oversight and technical guidance to the Wealth Planning team.

Mutual Funds Associate - 18 Month Contract

Hybrid · Vancouver

The Mutual Funds Associate supports systematic plans and non-financial updates by processing instructions and internal transfers through FundSERV. They are responsible for maintaining accurate client demographic information and ensuring all manual applications are reviewed and forwarded for processing.

Associate Financial Advisor

On-site · Perth

The Associate Financial Advisor supports the lead advisor in managing client investment portfolios and presenting investment ideas. They are responsible for executing trades, preparing client review presentations, and actively contributing to business development.

Tax Specialist, Tax Preparation Services (Contractor)

On-site · Vancouver

The Tax Specialist is responsible for reviewing personal (T1) and trust (T3) tax returns for investment clients to ensure accuracy and compliance. They will also provide review notes to preparers, resolve outstanding issues, and communicate with clients or financial advisors.

Tax Associate, Tax Preparation Services (Contractor)

On-site · Vancouver

The Tax Associate is responsible for preparing personal (T1) tax returns for investment clients in an accurate and timely manner. They will also gather necessary documentation, prepare electronic working papers, and communicate with clients or advisors to resolve inquiries.

Portfolio Advisory Associate

Hybrid · Toronto

The associate will monitor guided portfolios, track company earnings, and support the development of advisor-facing investment materials. They will also collaborate with institutional equity analysts to ensure consistent implementation of investment views across the firm's products.

VP, Controller

Hybrid · Vancouver

The Vice President, Controller is responsible for the integrity of financial records, regulatory reporting, and accounting operations while providing strategic advice to executive leadership. This role leads the financial reporting team to ensure compliance, sound risk management, and continuous improvement of financial processes.

Financial Advisor Assistant

Hybrid · Calgary

The Financial Advisor Assistant supports a team of advisors by managing office operations, processing trades, and handling client requests. They are also responsible for lead generation, preparing client presentations, and assisting with marketing initiatives.

Trust Officer

Hybrid · Vancouver

The Trust Officer is responsible for the professional administration of estate, trust, and power of attorney accounts while ensuring timely resolution of client inquiries. They also collaborate with internal departments and external partners to manage risk, compliance, and strategic relationship building.

Associate Trust Officer

Hybrid · Vancouver

The Associate Trust Officer is responsible for the professional administration of estate, trust, and power of attorney accounts while ensuring high-quality service delivery. They will collaborate with internal and external partners to resolve complex administrative and legal issues while maintaining compliance standards.

Data Platform Administrator - 12 Month Contract

Hybrid · Toronto

The Data Platform Administrator is responsible for Azure administration, access management, and supporting business teams with data integration and automation. They will also triage support tickets and design business intelligence solutions under the direction of the Senior Manager.

Estate Planning Coordinator

Hybrid · Vancouver

The Estate Planning Coordinator manages the day-to-day administration and integrity of the client will bank, including onboarding, maintenance, and closure of records. They also provide professional support to clients, advisors, and centers of influence while ensuring secure custody of original estate planning documents.

Trust Administrator

Hybrid · Vancouver

The Trust Administrator will provide administrative support for fiduciary and agency accounts while collaborating with the Trust Services team to ensure compliance and service excellence. Responsibilities include managing client records, facilitating account onboarding, and supporting audits to safeguard assets.

Senior Trust Officer

Hybrid · Vancouver

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

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.

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.

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.