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About the Role

Raymond James Ltd. is seeking a Practice Management Consultant to join the Practice Management Group. This role is responsible for managing, facilitating, and designing programs to improve the profitability and growth of Financial Advisors across Canada. The individual will identify opportunities for improvement within advisor businesses and provide access to available resources.

Responsibilities

• Help lead the design and implementation of Practice Management programs to help Financial advisors gain efficiencies and attract more assets
• Lead the delivery of in branch practice management workshops
• Develop close relationships with Branch Managers and work with them in supporting Financial advisors with practice management best practices
• Partner with the VP, Practice Management in working with select Financial advisor teams opting for more in-depth personalized practice management support
• Act as a trusted partner to Financial advisors by identifying innovative opportunities to enhance business performance and practice growth
• Participate in expanding our internal resources available to Financial advisors
• Assist our Financial advisors with identifying the gaps (&/or opportunities) in their businesses and subsequently point them to internal and/or external resources to fill those gaps
• Identify and implement successful strategies for Financial advisors to achieve targets
• Assist them in executing those strategies consistently over time

Requirements

• A post-secondary education
• Minimum 5-7 years of experience in Financial Services
• Previous experience in Practice Management and coaching background is preferred
• Proficiency with MS Office, including, at minimum, intermediate Word, Excel and PowerPoint skills
• Proven leadership skills to effectively motivate people to change behaviours
• Demonstrated ability to effectively manage competing priorities, drive execution, and deliver results in a fast-paced environment
• Professionalism displayed by well-developed interpersonal skills, with the proven ability to exercise tact and discretion
• Excellent presentation skills and the ability to present to large groups including senior management
• Creative thinker with superior oral and written communication skills
• Excellent problem-solving skills and ability to exercise sound judgement
• Extremely service minded with strong ability to prioritize projects based on largest business impact at any given time
• Capacity to lead and coordinate multiple concurrent priorities with strong organizational effectiveness
• Ability to partner with internal teams at RJL
• Proficiency in French would be an asset
• Registered Certified Coaching (RCC) designation or other recognized coaching certifications would be an asset

Skills

• Financial Services industry knowledge
• Strong customer service aptitude
• Business application and system experience
• MS Office proficiency (Word, Excel, PowerPoint)
• Leadership
• Interpersonal skills
• Presentation skills
• Oral and written communication
• Problem-solving
• Organizational effectiveness
• Coaching

Location

• Canada

Work Type

• Flexible workstyles

Experience Level

• 5-7 years of experience in Financial Services

Education Level

• Post-secondary education

Salary/Compensations

• $110,000 - $120,000 annually

Benefits

• Competitive compensation and benefits package
• Health Benefits
• RRSP Matching Program
• Employee Stock Purchase Plan
• Paid Time Off
• Volunteer Days
• Discretionary Bonuses
• Tuition Reimbursement
• Competitive performance bonuses/incentives

About the Company

• 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.
• Our most important investment is in people.
• 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.

Equal Opportunity

• 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.
• 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.
• We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.