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…
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Power of Personal
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).
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Raymond James Ltd.
1+ YOECandidates need a post-secondary degree or paralegal diploma, at least one year of relevant industry experience, and strong client service skills. They should be comfortable with CRM and other technology platforms and willing to join the STEP program.
CRM platform
Raymond James Ltd.
2+ YOECandidates need proven Azure administration and access management experience, at least two years hands-on. They also need excellent SQL skills, a bachelor's degree in computer science or engineering, and the Microsoft Azure Administrator certification.
Microsoft Azure, SQL
Raymond James Ltd.
2+ YOECandidates need at least two years of estate and trust industry experience, ideally managing estate, trust and power of attorney accounts for high-net-worth clients. They need strong analytical and communication skills and in-depth knowledge of estate, trust and power of attorney laws. A university degree is required, and a STEP or MTI designation is an asset.
Regulatory compliance, Risk management, Auditing, Collaboration, Communication skills, Critical thinking
Raymond James Ltd.
2+ YOECandidates need a postsecondary diploma or degree in business administration, legal administration, finance, accounting or wealth management, or an equivalent mix of education and experience. They also need at least two years of administrative or client-service experience in financial or legal services, strong organization, and professional English.
Microsoft Office, Excel, client databases, document-management systems, reporting tools
Raymond James Ltd.
2+ YOECandidates need at least 2 years of administrative experience and post-secondary education. They must know Microsoft Office and social media, be detail-oriented and organized, and be able to manage several deadlines. The Canadian Securities Course and CRM experience are assets.
Internet Explorer, CRM software, Facebook, LinkedIn, Twitter, Instagram
Raymond James Ltd.
3+ YOECandidates need post-secondary education, at least 3 years of industry experience, and investment representative licensing. Strong attention to detail, client service, Microsoft Office and knowledge of account opening, registered accounts and compliance are needed.
Microsoft Office, Salesforce, LinkedIn, CRM software
Raymond James Ltd.
2+ YOECandidates need at least 2 years of administrative experience, post-secondary education and strong Microsoft Office skills. Attention to detail, time management and a proactive, friendly team approach are also required.
Internet Explorer, CRM software
Raymond James Ltd.
2+ YOECandidates need at least 2 years of investment industry experience and post-secondary education, with IR licensing or the Canadian Securities Course preferred. Strong skills in MS Office, client service, attention to detail and handling confidential information are required.
MS Office, Word, Excel, Outlook, Dataphile, Croesus
Raymond James Ltd.
2+ YOEBilinguisme français et anglais requis; Au moins deux ans d'expérience dans l'industrie financière; Études postsecondaires
Microsoft Word, Microsoft Excel, Outlook, Dataphile, Croesus, Thomson Reuters
Raymond James Ltd.
1+ YOECandidates need an undergraduate business degree or a CFA, CA, CPA or CBV designation, 1-3 years of finance or investment banking experience (recent graduates welcome), strong financial modelling skills, and Microsoft Office proficiency.
Microsoft Excel, Microsoft Office, Capital IQ, Bloomberg
Raymond James Ltd.
3+ YOECandidates need post-secondary education, at least 3 years of industry-related experience and Investment Representative licensing. Strong attention to detail, organization, and experience with Microsoft Office and CRM tools are also needed.
Microsoft Office, Salesforce, LinkedIn, Dataphile, Google Analytics
Raymond James Ltd.
3+ YOECandidates need a securities licence in good standing and at least three years of experience as an Investment Representative in financial services. Strong organization, attention to detail, clear communication, and proficiency with MS Office and CRM tools are also required.
MS Word, MS Excel, MS PowerPoint, CRM software, fax, copier
Raymond James Ltd.
3+ YOECandidates need a CFP certification and at least three years in financial services. They must be organized, detail-oriented, strong communicators and comfortable with MS Office and CRM tools.
MS Word, MS Excel, MS PowerPoint, CRM software, Office fax and copier
Raymond James Ltd.
2+ YOECandidates need at least two years of investment industry experience, completion of the Canadian Securities Course and the Conduct and Practices Handbook (IR or RR registration), and strong customer service and communication skills. Attention to detail, Microsoft Office proficiency and the ability to handle confidential information are also required.
Dataphile, Microsoft Dynamics, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Raymond James Ltd.
2+ YOECandidates need at least two years of investment industry or equivalent experience, completion of the Canadian Securities Course and Conduct and Practices Handbook, and proficiency with Microsoft Office and transaction software such as Dataphile. Strong customer service, attention to detail and confidentiality are essential.
Dataphile, Microsoft Office, Outlook, Excel, PowerPoint, Contact management software
Raymond James Ltd.
4+ YOECandidates need at least 4 years of full-service brokerage or financial industry experience, or a relevant university diploma, plus CIRO registration eligibility. They also need prospecting, sales, presentation and relationship-building skills, and must complete CIRO exams and the AIP training.
Coaching, Cold calling, Sales, Compensation and benefits, CIRO, Relationship building
Raymond James Ltd.
4+ YOECandidates need at least 4 years of full-service brokerage or financial industry experience, or a relevant university diploma, plus CIRO registration eligibility. They must also show prospecting, investment product knowledge, relationship-building and presentation skills.
Coaching, Cold calling, Sales, Compensation and benefits, CIRO, Relationship building
Raymond James Ltd.
4+ YOECandidates need a university degree or at least four years of full-service brokerage or financial industry experience, plus CIRO registration eligibility and a Registered Representative licence. They must also show prospecting, sales, and client relationship skills.
Coaching, Cold calling, Sales, Compensation and benefits, CIRO, Relationship building
Raymond James Ltd.
5+ YOECandidates need at least 5 years in financial services, a full licence and an advanced finance qualification such as CFP, CIM, CFA or CPA, or willingness to earn one. Strong relationship, communication and analytical skills, and the ability to work in the office, are essential.
Financial planning, Attention to detail, Interpersonal skills, Manage portfolio, Research, Presentation skills
Raymond James Ltd.
3+ YOEAu moins trois ans d'expérience en successions et fiducies; Expérience de gestion de comptes successoraux, fiduciaires et de procuration; Expérience avec une clientèle à valeur nette élevée
Risk management, Auditing, Client relationship management, Communication skills, Reflexion, English
Raymond James Ltd.
3+ YOERaymond James needs candidates with at least 3 years of estate and trust industry experience, ideally managing estate, trust and power of attorney accounts. Candidates need strong analytical, communication and collaboration skills, in-depth knowledge of estates and trusts law, and a university degree in a related field.
Regulatory compliance, Risk management, Auditing, Collaboration, Communication skills, Critical thinking
Raymond James Ltd.
1+ YOEAu moins un an d'expérience pertinente dans le secteur; Diplôme d'études supérieures ou diplôme de parajuriste; Maîtrise de l'anglais et du français, écrit et oral
CRM
Raymond James Ltd.
1+ YOECandidates need a post-secondary degree or paralegal diploma, at least one year of relevant industry experience, and comfort with CRM and other technology platforms. Experience with high net worth clients and trust companies is an asset, as is French proficiency.
CRM platform
Raymond James Ltd.
Candidates need a CFP designation or to be near completion of one, plus financial planning knowledge and experience with Naviplan or Snap. Strong client service, organization, judgment and Microsoft Office skills are required; practical higher-level planning experience is also needed.
Naviplan, Snap, Microsoft Office
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