Advisor Internship Program (AIP) (Victoria/Kelowna)
Victoria, BC +1Raymond 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
Financial Planner (Evergreen)
Toronto, ON +3Raymond 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
Head of Operations, Correspondent Services - 12 Month Contract
Vancouver, BCRaymond James Ltd.
10+ YOE5+ MgmtCandidates need at least 10 years of experience in complex, multi-stakeholder environments, including five years in a senior manager or higher role. Strong leadership, change management, financial compliance knowledge and proficiency with Microsoft Office, Smartsheet and Power BI are expected.
Power BI, Smartsheet, Microsoft Office, Dataphile
VP, Insurance Growth & Distribution
Toronto, ON +1Raymond James Ltd.
15+ YOECandidates need 15+ years in insurance distribution and sales strategy, a proven record of growing an insurance sales team, and knowledge of Canadian insurance regulation. A CLU is required, with CFP or TEP preferred.
Leadership, Sales, Budget management, Financial planning, Management department processes, Compensation and benefits
Senior Financial Planner
Edmonton, ABRaymond James Ltd.
5+ YOECandidates need five or more years of client-facing financial planning experience, a college or university diploma in business or finance, and the CFP designation. They also need extensive knowledge of Canadian planning and investment accounts, strong presentation skills, and recent experience with Conquest Planning or Naviplan.
Conquest Planning, Naviplan, Microsoft Office