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).
On-site · Perth
The Associate Financial Advisor supports the lead advisor in managing client investment portfolios and presenting investment ideas. They are responsible for executing trades, preparing client review presentations, and actively contributing to business development.
Hybrid · Calgary
The Financial Advisor Assistant supports a team of advisors by managing office operations, processing trades, and handling client requests. They are also responsible for lead generation, preparing client presentations, and assisting with marketing initiatives.
On-site · Vancouver
The associate will lead client meetings, manage portfolio reviews, and present investment ideas while assisting with research and asset mix decisions. They are also responsible for providing high-quality client service and helping to grow the business alongside the lead advisor.
Hybrid
The Senior Financial Planner manages client planning engagements from discovery to delivery, providing comprehensive financial solutions to high-net-worth clients. They also collaborate with advisory teams to enhance financial planning knowledge and support internal stakeholders.
Hybrid · Markham
The Investment Advisor Assistant supports financial advisors by managing office operations, processing client trades, and handling client requests. They are also responsible for maintaining accurate client files, preparing reports, and assisting with marketing projects.
Hybrid · Calgary
The Wealth Advisor Assistant supports financial advisors by managing office operations, processing client trades, and handling administrative requests. They also assist with marketing initiatives, lead generation, and maintaining accurate client records within the CRM system.
On-site · Waterloo
The Associate Financial Advisor will support advisors in managing client relationships, investment portfolios, and wealth management strategies. Responsibilities include conducting investment research, preparing client meeting materials, and ensuring proactive communication with high-net-worth clients.
Hybrid · Calgary
The Financial Advisor Assistant supports a team of investment advisors by processing security transactions, managing client communications, and handling day-to-day administrative requests. The role also involves lead generation, marketing support, and ensuring compliance with regulatory requirements.
Hybrid · Toronto
The Investment Advisor Assistant supports financial advisors by managing office operations, processing client trades, and handling client requests. They are also responsible for maintaining accurate client files, preparing reports, and fostering strong client relationships.
Hybrid · Toronto
The Licensed Financial Advisor Assistant supports the Financial Advisor by managing client relationships, processing trades, and handling account administration. They also coordinate branch operations, marketing initiatives, and ensure all activities comply with regulatory requirements.
On-site · Calgary
The assistant will process security transactions, manage client accounts, and support financial advisors in business development. They are also responsible for maintaining client files, preparing reports, and handling general office administrative duties.
On-site · Calgary
The role focuses on assisting Financial Advisors by processing security transfers, managing client documentation, and opening accounts. It also involves fostering client relationships through proactive problem solving and preparing portfolio reviews and reports.
On-site · Cochrane
Develop customized, goals-based financial plans and provide comprehensive advice on retirement, tax, and estate strategies for clients. Collaborate with internal specialists and financial advisors to implement integrated wealth management recommendations.
Hybrid · Toronto
The role involves underwriting new commercial real estate loans by analyzing financial data and preparing approval memorandums. Additionally, the analyst manages the existing loan portfolio through quarterly reviews, renewals, and compliance monitoring.
Hybrid · Calgary
The Financial Planner is responsible for preparing comprehensive financial plans, including tax recommendations and cash flow projections. They also serve in a client-facing role to present plans and collaborate with tax, insurance, and trust departments.
On-site · Barrie
Provide comprehensive financial planning support to the Portfolio Manager and clients, including preparing reports and monitoring business plans. Additionally, provide backup support for administrative, marketing, and insurance duties to ensure smooth office operations.