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.
2+ YOECandidates need at least 2 years in a financial services administrative role, advanced Excel, Word and PowerPoint skills, and strong written and verbal English. Post-secondary education or industry designations, plus a meticulous, organized approach, are expected.
Excel, Word, FactSet, Bloomberg
Raymond James Ltd.
3+ YOECandidates need a college diploma or equivalent and 3 to 4 years of customer service experience, ideally in financial services or brokerage. They need strong Microsoft 365, SharePoint Online, web browser and mobile device skills, and preferably fluent French and English.
Microsoft 365, SharePoint Online, web browsers, mobile devices, call-tracking system
Raymond James Ltd.
3+ YOEDiplôme collégial ou équivalent; 3 à 4 ans d'expérience en service à la clientèle; Expérience en services financiers ou courtage souhaitée
Microsoft 365, Navigateurs Web, Appareils mobiles, Système de suivi des appels
Raymond James Ltd.
2+ YOECandidates need at least 2 years of experience in wealth management, securities operations or banking, plus knowledge of CDS, Arrow, Dataphile and Canadian registered plans. Strong Excel skills and the ability to work to strict deadlines with high accuracy are also required.
Dataphile, ServiceNow, Zoom, Microsoft Excel, CDS, Arrow
Raymond James Ltd.
3+ YOECandidates need at least three years of experience in investment brokerage or financial services, an IR licence and completion of the Canadian Securities Course. Strong MS Office, communication, organization and problem-solving skills are required.
MS Word, MS Excel, MS PowerPoint, MS Outlook
Raymond James Ltd.
3+ YOECandidates need at least 3 years of estate, trust or financial planning experience, with preference for managing estate, trust and power of attorney accounts. A university degree, strong communication and analytical skills, and experience with high-net-worth clients are required, and STEP or MTI designation is an asset.
Sales, Presentation skills, Collaboration, Regulatory compliance, Risk management, Compensation and benefits
Raymond James Ltd.
2+ YOECandidates need at least two years of administrative experience in financial services, post-secondary education (finance preferred), and strong organization, communication and confidentiality skills. A CIRO licence is an asset, or must be obtained within six months.
Salesforce, Microsoft Office, CRM
Raymond James Ltd.
3+ YOERaymond James Ltd. needs candidates with post-secondary education and at least 3 years of industry-related experience. Strong Microsoft Office, attention to detail and confidentiality are required, with investment, CRM and social media experience as assets.
Microsoft Office, PowerPoint, Dynamics CRM, Google Analytics, LinkedIn, Facebook
Raymond James Ltd.
3+ YOECandidates need 3-5 years of experience in investment brokerage or financial services, a diploma or degree, and proficiency in Microsoft Office. An IR licence is required or must be obtained within 12 months of hire, and previous supervisory experience is an asset.
Microsoft Office
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