Advisor Internship Program (AIP) (Victoria/Kelowna) at Raymond James

Juan de Fuca Electoral Area, British Columbia, Canada -

Full Time

Start Date

Immediate

Expiry Date

03 Jun, 26

Salary

0.0

Posted On

05 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Building Strategies, Wealth Management, Prospecting, Outbound Calling, Social Media, Networking, Webinars, Seminars, Direct Mail Campaigns, Sales, Marketing, Relationship Building, Presentation Skills, Entrepreneurial Skills, Time Management, Organizational Skills

Industry

Financial Services

Description

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 to Canadians seeking customized solutions to their wealth management needs. Advisor Internship Program (AIP) 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 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. To be considered for an interview for this position, you must meet the minimum requirements from the pre-assessment questions when you apply to the role. 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 and seminars, direct mail campaigns and various other sales and marketing methods). The role involves understanding the needs of clients, then 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 and a competitive compensation and benefits package. Our benefits include Health Benefits, Paid Time Off, Volunteer Days, Tuition Reimbursement and much 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 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 required to build strong, positive and trusting client relationships Well-developed presentation skills sufficient to convey both factual and conceptual information and ideas 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 Mandatory Licensing Requirements Effective January 2026, CIRO has implemented new licensing requirements. As a result, the following criteria are mandatory for all applicants to this position: Eligibility to Become a Registered Representative (RR) If you are not currently CIRO‑licensed, you must meet one of the following prerequisites to be eligible for RR licensing: 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) Applicants who meet the prerequisites to become RR licensed must successfully complete both of the following CIRO exams before their first day of employment: CIFC / CPH equivalent (CIRE) RSE (Regulatory Standards Exam) CIRO Application Submission (First Day Requirement) The firm must be able to 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 For hires who are not already licensed, the following CIRO-mandated courses must be completed after CIRO approves your registration: MCT Course – must be successfully completed within 30 days of CIRO approval DMT Course – must be successfully completed within 90 days of CIRO approval Please read carefully - If you are not already licensed as a Financial Advisor with CIRO, in order to meet CIRO registration requirements, you must : have a university degree in a related field or 4 years of relevant industry experience. Candidates who do not meet these mandatory requirements will not qualify for an interview. 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) – 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; 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. Here at Raymond James, we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to 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.

Responsibilities

The primary responsibility involves providing clients with advice on financial matters from a total wealth management perspective and building relationships with high-net-worth individuals and families through various prospecting methods. Advisors must understand client needs and provide appropriate financial options and solutions while aiming to grow assets under administration significantly each year.