Perth, Ontario, Canada · On-site
$55k–$60k/yr
Associate Financial Advisor IFS – Perth, ON At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is one of Canada’s leading independent investment dealers, offe…
Skills: Investment Portfolio Management, Client Relationship Management, Financial Analysis, Asset Allocation, Trade Execution
Vancouver, British Columbia, Canada · Hybrid
$50k–$60k/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services t…
Skills: Tax Reporting, Client Reporting, Data Processing, Regulatory Compliance, Customer Service
Toronto, Ontario, Canada · Hybrid
$175k–$185k/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services t…
Skills: SailPoint IIQ, SailPoint ISC, Saviynt, Java, Python
Edmonton, Alberta, Canada · On-site
$40k–$50k/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services t…
Skills: MS Office, Word, Excel, Outlook, Verbal Communication
Vancouver, British Columbia, Canada · On-site
$45k–$55k/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services t…
Skills: Client Onboarding, Document Processing, CRM Management, Professional Correspondence, MS Office
Montreal, Quebec, Canada · Hybrid
$120k–$140k/yr
Chez Raymond James, nous nous perfectionnons, nous collaborons, nous prenons des décisions, nous obtenons des résultats et nous nous améliorons ensemble. Raymond James Ltée est le chef de file canadien des courtiers en v…
Skills: Cross-border Tax Planning, US Individual Taxation, Canadian Individual Taxation, Corporate Taxation, Trust Taxation
Vancouver, British Columbia, Canada · Hybrid
$55k–$60k/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services t…
Skills: Risk Management, Margin Account Maintenance, Portfolio Review, AML Sanction Screening, Analytical Thinking
Vancouver, British Columbia, Canada · Hybrid
$80k–$95k/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. The Technology Division at Raymond James is dedicated to providing cutting-edge solutions that enhance efficiency and connecti…
Skills: Business Analysis, Requirements Documentation, Process Modeling, Systems Analysis, Agile
United Kingdom · On-site
Job Title: Compliance Monitoring and Surveillance Officer Job Summary: The Compliance Monitoring & Surveillance Officer is responsible for the execution and enhancement of the firm’s Compliance Monitoring Programme (CMP)…
Skills: Compliance Monitoring, Trade Surveillance, Market Abuse Regulation, MiFID II, FCA Handbook
United Kingdom · On-site
Job Title: Compliance Monitoring and Surveillance Officer Job Summary: The Compliance Monitoring & Surveillance Officer is responsible for the execution and enhancement of the firm’s Compliance Monitoring Programme (CMP)…
Skills: Compliance Monitoring, Trade Surveillance, Market Abuse Regulation (MAR), MiFID II, FCA Handbook
Vancouver, British Columbia, Canada · Hybrid
$125k–$140k/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services t…
Skills: AI Strategy, AI Adoption, Prompt Engineering, Change Management, Business Analysis
Langley, British Columbia, Canada · On-site
$55k–$65k/yr
Raymond James Independent Financial Services seeking a full-time Customer Service Assistant to work in our Langley office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offerin…
Skills: Client Service, Administrative Support, Trade Execution, CRM Management, Time Management
Vancouver, British Columbia, Canada · On-site
$60k–$75k/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services t…
Skills: Accounts Payable, Financial Reporting, Regulatory Reporting, Financial Analysis, Excel
Vancouver, British Columbia, Canada · Hybrid
$110k–$130k/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services t…
Skills: Organizational Change Management, Stakeholder Analysis, Impact Assessment, Change Strategy, Communication Planning
Saskatoon, Saskatchewan, Canada · Hybrid
$85k–$95k/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services t…
Skills: Tax Preparation, Financial Planning, T1 Tax Returns, T3 Tax Returns, T2 Tax Returns
Vancouver, British Columbia, Canada · Hybrid
$50k–$60k/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services t…
Skills: Mutual Funds Administration, FundSERV, Dataphile, Time Management, Attention To Detail
Vancouver, British Columbia, Canada · Hybrid
$60k–$70k/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services t…
Skills: Instructional Design, Training Needs Assessment, Curriculum Development, Adult Learning Principles, E-learning Development
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Support the lead advisor in managing client investment portfolios and executing trades. Engage directly with clients to present investment ideas and ensure portfolios align with financial plans.
Requires CIRO Registered Representative licensing and 2-3 years of experience in financial advice and sales. A client-centered approach and an entrepreneurial mindset are essential.
Associate Financial Advisor
IFS – Perth, ON
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is one of Canada’s leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized wealth management solutions.
Raymond James Independent Financial Services is seeking an Associate Financial Advisor to join our Perth office. This opportunity is well suited to an energetic and driven investment professional who is client-focused, detail-oriented, and committed to delivering a high standard of service while contributing to the continued growth of the business.
What is the position responsible for?
• Work closely with the lead advisor to support the management of client investment portfolios.
• Registered Representative licensing with CIRO.
Additional qualifications include:
• CIM or CFA designation, or willingness to obtain one.
The following would be considered assets:
• Familiarity with Dataphile, FactSet, Morningstar, and Microsoft Office.
What can you expect from us?
Raymond James Ltd. values people as our most important investment. We offer a competitive compensation structure and the opportunity to build a rewarding career within a firm that supports collaboration, professional growth, and a client-first approach.
Salary Range: Based on education, relevant experience, and qualifications, the salary range is $55,000–$60,000, in addition to competitive performance bonuses and incentives.
If you would like to join our team, please submit your resume and cover letter, quoting the position title, by August 31, 2026.
We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check. Employment is contingent on the satisfactory completion of a pre-employment background check.
We sincerely thank all applicants who express an interest in this role; only those being directly considered will be contacted.
Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the details above and we will be pleased to assist.
Power of Personal
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).
Offices: 40 King Street west. P.O. Box 415, Toronto, ON M5H 3Y2, CA · Cathedral Place, Vancouver, BC V6C 3L2, CA
Power of Personal
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).
Offices: 40 King Street west. P.O. Box 415, Toronto, ON M5H 3Y2, CA · Cathedral Place, Vancouver, BC V6C 3L2, CA
