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

Account Transfer Associate

Hybrid · Vancouver

The Account Transfer Associate processes and oversees 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 client service.

Operations Associate (RJLU)

Hybrid · Vancouver

The Operations Associate will support the Private Client Group business by acting as a primary point of contact for Financial Advisors and Sales Associates. They will also assist with operational initiatives, training on firm platforms, and ensuring the resolution of business issues.

Credit Officer Contract

On-site · Vancouver

The role involves monitoring and managing retail credit usage, including regulating debits in Margin, Cash, and RRSP accounts. Responsibilities include authorizing transfers, reviewing portfolios for concentration risk, and ensuring adherence to CIRO regulatory requirements.

Mutual Funds Associate

On-site · Vancouver

The associate supports Systematic Plans and Non-Financial Updates by submitting instructions to fund companies and processing internal transfers. They are also responsible for managing advisor and client demographic information and assisting with Segregated Fund applications.

Securities Associate

On-site · Vancouver

The Securities Associate manages mailroom operations, local bank deposits, and the processing of securities certificates. They also provide administrative support, including data entry for EFTs and internal distribution of corporate mailings.

Wealth Advisor Associate

On-site · Victoria

Support financial advisors and the Branch Manager by managing office efficiency and processing client trades and account openings. Responsible for maintaining client paperwork, liaising with the back office, and managing CRM software.

Wealth Advisor Associate

Hybrid · Victoria

The Wealth Advisor Associate supports financial advisors by managing office operations, including account openings, trade processing, and client service. They are responsible for maintaining accurate client records, preparing reports, and liaising with the corporate back office to resolve inquiries.

AI Business Enablement Lead

Hybrid · Toronto

Lead the adoption of responsible AI across the organization to improve advisor productivity and operational efficiency. Develop and execute the AI roadmap while partnering with cross-functional teams to identify and implement practical AI use cases.

Change Manager

Hybrid · Vancouver

Lead and execute organizational change management strategies to drive adoption for enterprise initiatives, specifically the FNZ platform transformation. Establish and mature OCM practices, frameworks, and governance while coaching leaders to effectively sponsor change.

Equity Research Associate Intern (Winter 2027)

On-site · Toronto

The role involves conducting thorough analysis of industries and targeted companies to support Equity Research Analysts. Responsibilities include developing financial models, writing research reports, and delivering verbal presentations to institutional clients.

Equity Research Associate Intern (Winter 2027)

On-site · Toronto

The associate will assist analysts in conducting thorough industry and company research to support investment judgments. Responsibilities include developing financial models, performing due diligence, and presenting findings to institutional clients and sales teams.

Event Coordinator

Hybrid · Toronto

The Event Coordinator assists in the planning and execution of high-profile internal and external corporate events, including conferences and networking functions. This role involves managing event logistics, budgets, and vendor relationships while ensuring alignment with corporate strategy and brand standards.

Client Experience Manager Contract

Hybrid · Toronto

Manage service relationships with Custody and Introducer clients while leading the transition of new clients to the firm. Oversee the relationship associate team and act as the primary escalation contact for business processes and regulatory issues.

Assistant

On-site · Burlington

The assistant will manage the client onboarding process, maintain CRM records, and prepare professional documentation. They will also coordinate the client experience program, including managing milestones, gifts, and personalized touchpoints.

Licensed Financial Advisor Assistant

On-site · Calgary

The assistant will process security transactions, manage client accounts, and support financial advisors in business development. They are also responsible for maintaining client files, preparing reports, and handling general office administrative duties.

Licensed Sales Assistant (Evergreen)

On-site · Toronto

Support financial advisors and the Branch Manager by efficiently managing office operations, processing client trades, and maintaining accurate paperwork. Foster client relationships through proactive communication, administrative support, and assistance with marketing initiatives.

Licensed Financial Advisor Assistant

On-site · Calgary

The role focuses on assisting Financial Advisors by processing security transactions, managing account documentation, and maintaining client relationships. Additional duties include handling daily debits/credits, preparing reports, and performing general office administration.

Institutional Equity Sales Assistant

Hybrid · Montréal

The Institutional Equity Sales Assistant provides administrative and operational support to the sales, trading, and research teams, including calendar management and travel coordination. They also assist with client marketing initiatives, event planning, and maintaining CRM databases to ensure efficient team operations.

Bilingual Compliance Officer

Hybrid · Toronto

The Compliance Officer is responsible for monitoring and approving trades, conducting account reviews, and managing social media compliance. They also act as a help desk resource for branches and ensure adherence to industry regulations and firm policies.

Wealth Advisor Assistant

Hybrid · Montréal

The role involves preparing financial reports and client correspondence while processing security transactions and transfers. The assistant also manages the Financial Advisor's calendar and expenses and maintains strong client relationships through proactive problem solving.