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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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+ ansCandidates 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
Raymond James Ltd.
2+ ansAu moins deux ans d'expérience en successions et fiducies; Connaissance approfondie des lois sur les successions, fiducies et procurations; Diplôme universitaire dans un domaine connexe
Risk management, Auditing, Client relationship management, Communication skills, Reflexion, English
Raymond James Ltd.
2+ ansCandidates need at least 2 years of estate and trust industry experience, with a preference for managing estate, trust and power of attorney accounts. A university degree, knowledge of estates, trusts and powers of attorney laws, and strong analytical and communication skills are required, while STEP or MTI designation is an asset.
Regulatory compliance, Risk management, Auditing, Collaboration, Communication skills, Critical thinking
Raymond James Ltd.
3+ ansCandidates need 3 to 5 years of business analysis experience in wealth management, including front, middle or back office work. They need strong Agile and Waterfall knowledge, requirements documentation skills, and proficiency with JIRA, Confluence, Visio, Excel and SQL.
JIRA, Confluence, Visio, Microsoft Office, Excel, SQL
Raymond James Ltd.
10+ ans5+ gestionCandidates 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
Raymond James Ltd.
5+ ansRaymond James asks for at least five years of estate and trust industry experience, in-depth knowledge of estate and trust law, and experience with high-net-worth clients. Candidates also need a university degree or equivalent, strong analytical and communication skills, and a STEP membership with TEP designation.
Collaboration, Financial statements, Regulatory compliance, Risk management, Auditing, Critical thinking
Raymond James Ltd.
5+ ansAu moins 5 ans d'expérience en successions et fiducies; Expérience en gestion de comptes successoraux, fiduciaires et de procuration; Connaissance approfondie des lois sur les successions, fiducies et procurations
Financial statements, Risk management, Auditing, Reflexion, Communication skills, English
Raymond James Ltd.
2+ ansCandidates need a CFP, QAFP, RFP or Pl. Fin (in QC) in good standing and at least 2 years of financial industry experience. Strong knowledge of retirement, tax, estate and cash-flow planning, plus clear communication and organizational skills, is required.
Conquest, RazorPlan
Raymond James Ltd.
2+ ansRaymond James Ltd. asks for at least two years of administrative experience, ideally in finance or wealth management. Candidates need strong attention to detail, Microsoft Office skills, and excellent communication and discretion with confidential client information.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, CRM system
Raymond James Ltd.
1+ ansCandidates 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.
15+ ansCLU requis; CFP, TEP, CPA ou formation en droit un atout; Plus de 15 ans d'expérience en distribution d'assurances; Expérience en direction d'équipe de vente en assurance
Forecasting, Financial planning, Employee relations, Leadership, CPA, Sales strategies
Raymond James Ltd.
15+ ansCandidates 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
Raymond James Ltd.
Candidates need a bachelor's degree in business, economics, finance, accounting or a related field, with knowledge of audit methods, internal controls and broker-dealer operations. Strong analytical, communication and project management skills are required, and CIA, CPA or CRMA certifications are preferred.
Auditing, Project management, Compensation and benefits, Hazard assessment, Risk management, Reporting
Raymond James Ltd.
5+ ansCandidates need at least 5 years of experience in compliance, governance, risk, audit, privacy, or project management in financial services. They also need leadership experience, strong knowledge of Canadian regulation and privacy law, and advanced Microsoft Office skills. The Canadian Securities Course is an asset.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Raymond James Ltd.
5+ ansMinimum de cinq ans d'expérience pertinente en conformité ou gouvernance; Expérience de gestion de subordonnés directs; Connaissance des exigences réglementaires canadiennes et de la protection des renseignements personn
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Raymond James Ltd.
Candidates need CIRO IR or RR licensing and post-secondary education, with strong MS Office skills, especially Word, Excel and Outlook. Strong communication, attention to detail, organization and the ability to meet deadlines under pressure are required.
Dataphile, FactSet
Raymond James Ltd.
2+ ansCandidates need at least 2 years of reception or administrative assistant experience, strong MS Office skills (Word, Excel, Outlook), and excellent communication and customer service abilities. Strong organization, a professional and reliable demeanor, and adaptability in a fast-paced setting are also required.
Switchboard, Video conferencing equipment, Audio-visual equipment
Raymond James Ltd.
3+ ansCandidates need post-secondary education, at least 3 years of industry-related experience, and knowledge of investment products and account types such as RRSPs and TFSAs. They also need strong attention to detail, customer service skills, Microsoft Office, and a CIRO IR licence; a CIRO RR licence is an asset.
Microsoft Office, CRM software, LinkedIn, Dataphile
Raymond James Ltd.
2+ ansCandidates need at least 2 years of administrative experience and post-secondary education. Strong MS Office skills, organization, attention to detail and social media experience are expected, and CRM experience and a CIRO licence are assets.
MS Office, Excel, Word, PowerPoint, Outlook, Internet Explorer
Raymond James Ltd.
Candidates need post-secondary education, an IR licence or completion of licensing within 6 months of hire, and strong MS Office skills in Word, Excel and Outlook. They also need excellent communication, attention to detail, time management and the ability to handle confidential information under deadline pressure.
MS Word, MS Excel, MS Outlook, Dataphile, FactSet
Raymond James Ltd.
5+ ansCandidates 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
Raymond James Ltd.
2+ ansCandidates need a post-secondary diploma or degree and at least 2 years of trading experience in discretionary, model-based accounts. Strong Microsoft Office skills, analytical ability and attention to detail under deadline pressure are required. The Canadian Securities Course is an asset.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Dataphile, Croesus
Raymond James Ltd.
2+ ansDeux ans d'expérience administrative dans les services financiers; Maîtrise avancée d'Excel, Word et PowerPoint; Communication avancée en anglais et en français
Excel, Word, PowerPoint, FactSet, Bloomberg, Zoom
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