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).
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 · Toronto
The role involves providing comprehensive administrative and client service support to financial advisors and portfolio managers. Responsibilities include managing client requests, account documentation, meeting preparation, and coordinating office operations.
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 · 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 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.
Hybrid · Victoria
The Wealth Advisor Associate supports financial advisors by managing office operations, including account openings, trade processing, and client service. They are responsible for maintaining accurate client records, preparing reports, and liaising with the corporate back office to resolve inquiries.
On-site · Toronto
The role involves underwriting new loan requests for complex institutional transactions and managing the existing loan portfolio through credit reviews and renewals. Responsibilities include conducting due diligence, preparing credit presentations, and monitoring the financial position of established accounts.
On-site · Toronto
Support financial advisors and the Branch Manager by managing office efficiency, executing client trades, and processing trade instructions. Responsibilities include preparing investment proposals, maintaining portfolio alignment with client objectives, and providing high-quality client service.
On-site · Toronto
The Senior Investment Advisor Associate supports financial advisors by managing office operations, executing client trades, and maintaining accurate client records. They also assist in preparing investment proposals, financial plans, and client review presentations while ensuring high-quality service standards.
Hybrid · Montréal
The role involves managing daily administrative tasks, including report preparation, processing security transactions, and maintaining client files. You will also act as a primary point of contact for clients, fostering relationships and resolving day-to-day service requests.
On-site · Toronto
The role involves conducting financial modeling, strategic analysis, and industry research to support corporate finance and advisory transactions. Analysts will also assist in preparing extensive documentation, including pitch-books and transaction proposals, while collaborating with senior bankers across North America.
On-site · Victoria
Support financial advisors and the Branch Manager by managing office efficiency and processing client trades and account openings. Responsible for maintaining client paperwork, liaising with the back office, and managing CRM software.
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 transactions, managing account documentation, and maintaining client relationships. Additional duties include handling daily debits/credits, preparing reports, and performing general office administration.
On-site · Toronto
The associate will provide high-quality client service and assist in managing investment portfolios by preparing evaluations and executing trades. They will also support the lead advisor in prospecting new business and maintaining consistent financial plans for clients.
Hybrid · Kelowna
The role involves processing security transactions, handling client inquiries, and preparing reports to support the financial advisor team. You will also be responsible for fostering client relationships and providing day-to-day service for wealth management needs.
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.