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About the Role
Raymond James Ltd. is seeking Financial/Investment Advisors for its 36-month Advisor Internship Program (AIP). This comprehensive program is designed for individuals with at least 3 years of financial services experience to build their own successful advisory practice, focusing on business building strategies and advisor practices through interactive training, mentorship, and coaching.
Responsibilities
- Provide clients with advice on financial matters with a total wealth management perspective.
- Build relationships with high net worth individuals and families through various prospecting methods.
- Understand client needs and provide appropriate options and solutions.
- Grow assets under administration by $8-10 million in each of the first three years.
- Service existing clients.
- Attend and successfully complete the Raymond James AIP training program and classroom sessions.
- Fulfill CIRO continuing education requirements on an ongoing basis.
Requirements
- University degree and/or related working experience in business, finance, economics, commission sales.
- A minimum of 4 years full-service brokerage and/or financial industry related experience.
- Must be registered (or eligible to be re-registered) with CIRO in Province of Residence as of date of hire.
- Registered Representative licensed.
- Experience with using various prospecting methods to gain appointments.
- Knowledge of investment products and services.
- Proven finance, sales and entrepreneurial skills in an advice capacity to persons of influence.
- Excellent interpersonal/relationship building skills required to build strong, positive and trusting client relationships.
- Well-developed presentation skills sufficient to convey both factual and conceptual information and ideas to clients.
- Eligibility to Become a Registered Representative (RR).
- If not currently CIRO-licensed, must meet prerequisites for RR licensing: a university diploma in a relevant field and/or a minimum of four (4) years of relevant industry experience.
- Must successfully complete CIFC / CPH equivalent (CIRE) and RSE (Regulatory Standards Exam) prior to start date.
- The firm must be able to submit your CIRO registration application on your first day of employment.
- For new-to-industry candidates, must successfully complete MCT Course within 30 days of CIRO approval.
- For new-to-industry candidates, must successfully complete DMT Course within 90 days of CIRO approval.
Skills
- Finance
- Sales
- Entrepreneurial skills
- Interpersonal/relationship building skills
- Presentation skills
- Time management
- Organizational skills
- Ability to learn quickly
- Ability to make sound, timely decisions
Location
- Branch locations
Work Type
- Full-time
- Career development program
Experience Level
- Minimum of 3 years in the financial services industry
- Minimum of 4 years full-service brokerage and/or financial industry related experience
Education Level
- University degree
- University diploma in a relevant field
Salary/Compensations
- $60,000+ annually, in addition to commission
Benefits
- Health Benefits
- Paid Time Off
- Volunteer Days
- Tuition Reimbursement
- Industry leading coaching
- In depth training on how to develop and grow a book of business
- One to one trainee support
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 our people.
- 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.
Equal Opportunity
- 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.