Advisor Internship Program (AIP) (Toronto/Waterloo/Ottawa)

Raymond James Ltd.; Toronto; On-site; CAD 54,000 - 66,000; Full time

Benefits offered by this job

Health Benefits

Paid Time Off

Tuition Reimbursement

Job summary

A leading independent investment dealer in Canada is seeking Financial Advisors to join their Advisor Internship Program. This structured program is designed for individuals with at least four years of financial services experience looking to establish their own successful advisory practice. Candidates will provide financial advice, build relationships with high net worth clients, and utilize effective prospecting methods. The firm offers competitive compensation, extensive training, and professional development opportunities.

Qualifications

• Minimum 4 years of full-service brokerage and/or financial industry related experience.
• Proven finance, sales and entrepreneurial skills in an advisory capacity.
• Registration with CIRO in province of residence.

Responsibilities

• Provide clients with advice on financial matters.
• Build and maintain relationships with high net worth individuals.
• Utilize various prospecting methods to gain appointments.

Skills

Excellent interpersonal skills

Time management

Communication skills

Attention to detail

Education

University degree in business, finance, or economics

Job description

About Raymond James

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.

Advisor Internship Program (AIP)

The Advisor Internship Program 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 build their own book of business. The program lasts 36-months and focuses on expanding the advisor’s existing level of knowledge of business building strategies and successful advisor practices. It includes classroom training, online learning, mentorship, and individual as well as group coaching.

How Does The Role Impact The Organization?

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 the AIP.

What Will Your Role Be Responsible For?

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 but not limited to outbound calling, social media, in‑person networking, webinars, seminars, direct mail campaigns and other sales and marketing methods. The role involves understanding the needs of clients and providing appropriate options and solutions to best meet those needs. While there are asset‑gathering minimums in each of the first, second, and third years, 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 those clients who are already engaged with the practice.

What Can You Expect From Us?

Our most important investment is in our people. Upon eligibility, Raymond James Ltd. offers a competitive compensation and benefits package. Our benefits include 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.

What Do We Require From You?

• University degree and/or related working experience in business, finance, economics, commission sales
• Minimum of 4 years full‑service brokerage and/or financial industry related experience
• Registration (or eligibility to be re‑registered) with CIRO in province of residence as of date of hire
• Registered Representative licence
• Experience using various prospecting methods to gain appointments
• Knowledge of investment products and services
• Proven finance, sales and entrepreneurial skills in an advisory 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 and ideas to clients
• Attendance and successful completion of the AIP training program and classroom session(s) upon hire
• Fulfillment of CIRO continuing education requirements on an ongoing basis

Mandatory Licensing Requirements

Effective January 2026, CIRO has implemented new licensing requirements. The following criteria are mandatory for all applicants to this position.

Eligibility to Become a Registered Representative (RR)

• 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.

Required CIRO Exams (Must Be Completed Prior to Start Date)

• CIFC / CPH equivalent (CIRE)
• RSE (Regulatory Standards Exam)

CIRO Application Submission (First Day Requirement)

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.

Post‑Approval Course Requirements For New‑to‑Industry Candidates

• MCT Course – must be successfully completed within 30 days of CIRO approval
• DMT Course – must be successfully completed within 90 days of CIRO approval

What Other Talents Would be Helpful In This Role?

• Successful completion of the 90‑Day IIROC Licensing Training Program (valid & completed within the last 2 years)
• 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; and
• Ability to learn quickly and make sound, timely decisions
• Successful completion of the Certified Financial Planner (CFP) designation or equivalent is an asset

We Encourage Our Associates at All Levels To:

• 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 of 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 [e-mail]. By contacting this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

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.

Job: Wealth management

Primary Location: CA-ON-Toronto-Toronto

Other Locations: CA-ON-Ottawa-Ottawa, CA-ON-Waterloo-Waterloo

Organization: PCG Admin

Schedule: Full‑time

Status: Temporary Full‑Time