Advisor Internship Program (AIP) (Calgary/Edmonton/Saskatoon)
Raymond James Ltd.
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Benefits offered by this job
Job summary
Qualifications
- Minimum of 4 years full-service brokerage and/or financial industry experience.
- Registered Representative licensed with CIRO.
- Experience with various prospecting methods to gain appointments.
Responsibilities
- Provide clients with advice on financial matters.
- Build relationships with high net worth individuals.
- Grow assets under administration by $8-10 million annually.
Skills
Education
Job description
Raymond James Ltd. is Canada’s leading independent investment dealer offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Raymond James, Canada’s leading independent investment dealer, is seeking Financial/Investment Advisors who are keen to develop their career at one of our branch locations through our Advisor Internship Program (AIP). The Raymond James AIP is a comprehensive and demanding career development training program designed to provide an opportunity for individuals who have been in the financial services industry for at least 3 years to build and grow their own successful advisory practice. Candidates will join the firm as a Financial Advisor, and will be responsible for building their own book of business. The AIP is a 36‑month training and development program that focuses on expanding the advisor’s existing level of knowledge of business-building strategies and successful advisor practices. The AIP is conducted as an interactive program that includes a combination of classroom training, online learning, mentorship, and individual as well as group coaching.
PLEASE NOTE: This posting is not for short-term co-op internship opportunities. The Advisor Internship Program is a 3‑year career development program starting in September 2026.
The primary responsibility of an Advisor is to provide clients with advice on financial matters with a total wealth management perspective. Advisors will build relationships with high net worth individuals and families through various prospecting methods, including outbound calling, social media, in-person networking, webinars and seminars, direct mail campaigns and other sales and marketing methods. Advisors are expected to understand client needs and provide appropriate options and solutions. Asset-gathering minimums apply in each of the first, second, and third years, and new advisors should aim to grow their assets under administration by $8-10 million in each of year one, two and three while continuing to properly service clients already engaged with the practice.
Our most important investment is in our people. Upon eligibility, Raymond James Ltd offers a competitive compensation and benefits package, including health benefits, paid time off, volunteer days, tuition reimbursement and more. AIP provides access to industry-leading coaching, in-depth training on how to develop and grow a book of business, and one-to-one trainee support. We also encourage and support community involvement.
- University degree and/or related working experience in business, finance, economics, commission sales
- A minimum of 4 years full-service brokerage and/or financial industry related experience
- Must be registered (or eligible to be re-registered) with CIRO in Province of Residence as of date of hire
- Registered Representative licensed
- Experience with using various prospecting methods to gain appointments
- Knowledge of investment products and services
- Proven finance, sales and entrepreneurial skills in an advice capacity to persons of influence
- Excellent interpersonal/relationship-building skills to build strong, positive and trusting client relationships
- Well-developed presentation skills sufficient to convey factual and conceptual information to clients
- Upon hire, the Raymond James AIP training program and classroom session(s) must be attended and successfully completed
- Fulfillment of CIRO continuing education requirements on an ongoing basis
Effective January 2026, CIRO has implemented new licensing requirements. The following criteria are mandatory for all applicants to this position:
- A university diploma in a relevant field; and/or
- A minimum of four (4) years of relevant industry experience.
These requirements are mandatory. If you do not meet CIRO’s eligibility criteria, you cannot become licensed and therefore will not qualify for an interview.
- CIFC / CPH equivalent (CIRE)
- RSE (Regulatory Standards Exam)
The firm must submit your CIRO registration application on your first day of employment. All required documentation and prerequisites must be fully satisfied in advance.
- MCT Course – must be successfully completed within 30 days of CIRO approval
- DMT Course – must be successfully completed within 90 days of CIRO approval
- Successful completion of the 90‑Day IIROC Licensing Training Program (valid & completed within the last 2 years) – if not already RR licensed with CIRO, you will be required to complete this course upon entrance to AIP.
- Comfortable working within a fully-commissioned environment and dealing with targets
- Excellent time management and organizational skills sufficient to meet multiple and conflicting deadlines in a high-pressure environment
- Ability to learn quickly and make sound, timely decisions
- Successful completion of the Certified Financial Planner (CFP) designation or equivalent is an asset
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
Salary Range: $60,000+ annually, in addition to commission.
Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.
This posting is for potential future hiring needs and does not represent a current vacancy.
At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all our Associates. When associates bring their best authentic self, our organization, clients and communities thrive—it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca.
We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing, or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.
Wealth management
CA-AB-Calgary-Calgary
CA-AB-Edmonton-Edmonton, CA-SK-Saskatoon-Saskatoon
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