Raymond James Ltd.

www.raymondjames.ca

4 Jobs

1,430 Employees

About the Company

Raymond James Ltd., the Canadian subsidiary of Raymond James Financial, Inc., has a rich history dating back to its establishment in 1962. Our parent company, which went public in 1983, is listed on the New York Stock Exchange under the ticker symbol RJF.

In 2000, Raymond James Financial, Inc. acquired Goepel McDermid Inc., subsequently rebranding it as Raymond James Ltd. Our legacy companies have been serving Canadian investors for nearly eight decades.

In 2016, Raymond James Ltd. further expanded its reach by acquiring 3Macs (MacDougall, MacDougall & MacTier Inc.), a distinguished investment firm founded in 1849, predating Canada's Confederation. This acquisition significantly bolstered our private client business, integrating 72 advisors and over CAD 6 billion in client assets, thereby establishing the combined entity as Canada's largest independent investment dealer.

Raymond James Ltd. is proud to be a member the Canadian Investor Protection Fund (CIPF).

Our vision - to be a firm as unique as the people we serve - guides us as we work to gain an even deeper understanding of what makes each of us unique and of what unites us. This principle guides our business at every level, including how we attract talented people and support their personal goals and professional development. When we welcome and embrace diverse experiences, perspectives and points of view in the workplace, it leads to more innovation, creativity and collaboration.

Listed Jobs

Company Name: Raymond James Ltd.
Job Title: Associate Analyst, Equity Research
Job Description: Job title Associate Analyst, Equity Research Role Summary Provide comprehensive equity research support for approximately 250 companies, collaborating with senior analysts to perform industry and company analysis, build and maintain financial models, draft research reports, and deliver presentations to sales, trading, and institutional clients. Expactations **Employer** – Deliver high‑quality research outputs, support timely target setting, and contribute to client engagement through insightful analysis. **Candidate** – Demonstrate strong analytical, modeling, and communication skills; manage multiple deadlines in a fast‑paced environment; exhibit a collaborative, client‑focused mindset. Key Responsibilities - Conduct detailed industry and company analyses, including data gathering, trend evaluation, and primary research (e.g., corporate interviews, site visits). - Build, update, and audit financial models for valuation and sensitivity analysis. - Draft research memos and presentations for equity sales/trading teams and institutional clients. - Participate in peer reviews and quality assurance of research outputs. - Communicate findings clearly and concisely in both written and verbal formats. - Support the broader investment research team with market monitoring and event coverage. Required Skills - Proficient in financial modeling and valuation techniques. - Strong accounting principles and financial statement analysis. - Excellent written and verbal communication, with advanced Excel/PowerPoint skills. - Ability to manage high‑volume work, meet tight deadlines, and maintain meticulous attention to detail. - Collaborative team player with a proactive, client‑centric approach. Required Education & Certifications - Undergraduate or postgraduate degree in Business, Economics, Accounting, or related field. - Minimum 2 years of experience in equity research, corporate finance, or a similar role. - Completion of CFA or CPA designation (or ongoing progress).

Company Name: Raymond James Ltd.
Job Title: Learning & Development Associate - 12 Month Contract
Job Description: **Job Title** Learning & Development Associate – 12‑Month Contract **Role Summary** Designs, develops, and delivers branch‑training programs for the Private Client Group, enhancing employee performance and aligning with corporate values. Conducts needs assessments, creates diverse learning materials (job aids, e‑learning, micro‑learning, videos, newsletters), facilitates webinars and workshops, and evaluates training effectiveness. Operates in a hybrid environment across Canadian offices. **Expectations** - 1–3 years experience in learning & development, training, or adult education. - Ability to work independently in a fast‑paced, change‑driven setting. - Strong attention to detail, self‑directed learning habits, and effective task/project management. - Excellent presentation, writing, and problem‑solving skills. - Availability for occasional travel; French language skills considered an asset. **Key Responsibilities** - Partner with PCG teams and RJL divisions to assess training needs and define target audiences. - Design and produce curriculum, job aids, e‑learning modules, micro‑learning, videos, and newsletter articles. - Deliver training in both remote (webinars) and boardroom settings. - Facilitate workshop‑style sessions and live webinars. - Measure and evaluate training impact through participant feedback and performance metrics. - Maintain and regularly update training content via a structured review process. - Produce standardized business‑process user manuals. - Perform additional duties as assigned. **Required Skills** - Training needs analysis and curriculum development. - Proficiency with traditional and modern training tools (LMS, authoring software, virtual meeting platforms). - Strong presentation, facilitation, and written communication abilities. - Organizational, decision‑making, and project‑management competence. - Ability to work autonomously and collaborate across functions. - Familiarity with financial services or brokerage environments (preferred). - Basic French language proficiency (asset). **Required Education & Certifications** - Post‑secondary education in learning principles, instructional design, or related field. - Certification in adult education, continuing education, or instructional design is an asset.

Company Name: Raymond James Ltd.
Job Title: Relationship Associate, Correspondent Services
Job Description: **Job Title:** Relationship Associate, Correspondent Services **Role Summary:** Leverage 1+ year operational experience in securities or correspondent clearing to manage relationships with existing Custody and Introducer clients. Act as the first point of contact, ensuring client inquiries, regulatory issues, and service requests are addressed promptly and accurately. Support new client onboarding, maintain client control accounts, and facilitate seamless coordination with third‑party vendors. Deliver timely reporting and project assistance while upholding high service standards in a fast‑paced environment. **Expectations:** - 1+ year experience in operations of a national investment dealer, correspondent clearing firm or similar financial services organization. - Strong grasp of fundamental investment concepts, security industry practices, and regulatory requirements. - Proven customer‑service aptitude with direct, client‑facing experience. - Ability to multitask, meet tight deadlines in high‑volume settings, and maintain meticulous attention to detail. - Self‑motivated, collaborative, and capable of working independently. - Excellent problem‑solving, analytical thinking, and prioritization skills. - Clear written and verbal communication, advanced MS Office (Word, Excel, PowerPoint, Outlook). - French language proficiency is an asset. - Experience with data‑manage tools (Dataphile) is a definite plus. **Key Responsibilities:** - Serve as first‑line contact for Correspondent clients; respond to inquiries about business processes, regulatory matters, and service issues. - Escalate exceptions, delays, or complex issues to ensure timely resolution and compliance with procedures. - Coordinate with third‑party vendors to deliver external services aligned with client needs. - Follow best‑practice communication guidelines for client engagement. - Provide initial and ongoing training to clients on new and existing procedures and products. - Monitor client control accounts, review bulk trading, and allocation processing. - Produce accurate daily, weekly, and monthly reporting; maintain consistency and on‑time delivery. - Support project implementation through coordination and ongoing assistance. - Perform additional duties as directed. **Required Skills:** - Outstanding customer service and interpersonal skills. - Strong analytical and problem‑solving capabilities. - High level of organization, detail orientation, and prioritization. - Proficiency in MS Office suite; data‑management experience a plus. - Ability to maintain confidentiality and exercise discretion. - Ability to thrive in fast‑paced, high‑volume environments. - Excellent written and verbal communication; French is advantageous. **Required Education & Certifications:** - Minimum bachelor’s degree or equivalent experience in finance, business, or related field preferred (no specific certification required).

Company Name: Raymond James Ltd.
Job Title: Administrative Assistant - Contract (15 months)
Job Description: Job title: Administrative Assistant – Contract (15 months) Role Summary: Provide comprehensive administrative support to the Financial Advisor team in a financial services environment, ensuring efficient client service, document management, communication, and operational coordination within a fast‑paced setting. Expectations: - Self‑motivated, proactive “can‑do” attitude. - Strong organizational, multitasking, and problem‑solving abilities. - Meticulous attention to detail and ability to meet deadlines independently or collaboratively. - Professional, courteous communication with clients and internal teams. Key Responsibilities: - Handle all inbound and outbound phone calls. - Manage, file, and maintain all paperwork and documentation. - Draft professional correspondence, reports, and client documents. - Respond promptly to information requests and client day‑to‑day inquiries. - Communicate with operational and administrative departments. - Maintain and update the CRM system. - Manage the WOW service client program. - Initiate and oversee proactive social media campaigns (Facebook, LinkedIn, Twitter, Instagram, YouTube). - Administer website and membership updates. Required Skills: - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Internet Explorer. - Experience with CRM software and social media platforms. - Strong written and verbal communication in English; French fluency is an asset. - Excellent organizational, prioritization, and time‑management skills. - Ability to work independently and as part of a team. Required Education & Certifications: - Minimum 2 years of administrative experience. - Post‑secondary education (any field). - Completion of the Canadian Securities Course (CSC) is an asset.