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Added 2 mins ago
C
Associate Insurance Advisor II
Co-operators
Kelowna, BC
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 2 hours ago
EF
Commercial Banking Advisor (Fraser Valley Area)
Envision Financial
Langley (District), BC · Langley, BC
- $76,800 to $98,400 USD / year
- Full-time
The Commercial Banking Advisor is responsible for ongoing management and growth of an assigned portfolio of commercial members. This role provides the full range of commercial lending and…
Added 2 hours ago
EF
Senior Commercial Banking Advisor (Fraser Valley Area)
Envision Financial
Langley (District), BC · Langley, BC
- $90,400 to $115,800 USD / year
- Full-time
The Senior Commercial Banking Advisor is responsible for ongoing management and growth of an assigned portfolio of high value members. This role provides the full range of commercial…
Added 4 hours ago
CC
Sales Representative - Uniform
Cintas Canada
Sault Ste. Marie, ON
- Full-time
Will be a solution-centric advisor; a forward-thinking problem-solver focused on customer satisfaction and results.
Added 4 hours ago
CC
Sales Representative - Facility Services
Cintas Canada
Hamilton, ON
- Full-time
Will be a solution-centric advisor; a forward-thinking problem-solver focused on customer satisfaction and results.
Added 4 hours ago
KC
Manager - Copilot and AI Productivity
KPMG Canada
Montreal, QC
- Full-time
…Quebec. This individual will play a key role in developing service offerings, leading strategic engagements, and supporting our clients in the adoption of Microsoft Copilot and generative…
Added 5 hours ago
TU
Associate Recruiter Admissions Advisor
The University of British Columbia
Vancouver, BC
- $5,692.25 to $8,179.5 CAD / month
- Full-time
…minimum and the maximum and represents an employee that possesses full job knowledge, qualifications and experience for the position. In the normal course, employees will be hired,…
Added 5 hours ago
OA
Part-Time Reception Associate - OpenRoad Subaru Boundary
OpenRoad Auto Group
Vancouver, BC · Burnaby, British Columbia
- Part-time
Comprehensive extended health and dental plan (applicable for full-time positions only)
Added 5 hours ago
RD
Senior Associate
RBC Dominion Securities
Toronto, ON
- Full-time
Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work. Attend client…
Added 6 hours ago
OR
Field Sales Team Lead - Calgary & Surrounding Area
OSL Retail Services Inc
Calgary, AB
- Other
Full-Time Availability: Must be able to work mornings/afternoons/evenings and/or weekends
Added 6 hours ago
TC
Economic Development Officer (Temporary, up to 12 months)
The City of Guelph
Guelph, ON
- Other
Service Area: Infrastructure, Development, and Environment Department: Economic Development and Tourism Work Location: City Hall, 1 Carden Street Work Mode: Hybrid Job Type and Duration:…
Added 6 hours ago
RB
Client Advisor
Royal Bank of Canada
South Cypress, MB · GLENBORO-SOUTH CYPRESS, Manitoba
- Part-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 6 hours ago
RB
Financial Advisor
Royal Bank of Canada
Barrie, ON
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 6 hours ago
IB
Insurance Advisor - Beautiful Burns Lake, BC
Insurance Brokers Association of BC
BC · Cariboo A, BC
- Full-time
Eagerness to pursue a Level 2 licence and progress into a senior Advisor role over time.
Added 6 hours ago
UO
Associate Recruiter Admissions Advisor
University of British Columbia
Vancouver, BC · UBCV | Brock Hall (BRCK)
- $5,692.25 to $8,179.5 CAD / month
- Full-time
…minimum and the maximum and represents an employee that possesses full job knowledge, qualifications and experience for the position. In the normal course, employees will be hired,…
Added 6 hours ago
Control Centre Project Operations Coordinator
Pembina Pipeline Corporation
Sherwood Park, AB
…operations along the hydrocarbon value chain allow us to offer a full state of midstream and marketing services to our customers in the energy…
Added 7 hours ago
RB
Branch Operations Manager
Royal Bank of Canada
Guelph, ON
- Full-time
…administrative leadership to the Branch Management Team and Advisor teams. The role ensures daily branch operational and regulatory compliance while overseeing HR administration, client…
Added 7 hours ago
RB
Senior Associate
Royal Bank of Canada
Toronto, ON
- Full-time
Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work. Attend client…
Added 7 hours ago
RB
Client Advisor
Royal Bank of Canada
Greenstone, ON
- Part-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 7 hours ago
RB
Banking Advisor
Royal Bank of Canada
St. Marys, ON
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 7 hours ago
K
Security Analyst - Government Site - Full Time
Kandor
Calgary, AB
- Full-time
…a diverse range of industries. We believe that exceptional service begins with the right people. That’s why we invest heavily in our team through thorough training, ongoing support, and…
Added 7 hours ago
AN
Field Level Safety Advisor - Regina
Apave North America Corp.
Regina, SK
- Full-time
At Apave Canada, our work spans routine maintenance, major turnarounds, and long‑term projects. With full‑time positions available year‑round, you’ll be part of a team that prioritizes…
Added 7 hours ago
PP
Control Centre Project Operations Coordinator
Pembina Pipeline Corporation
Sherwood Park, AB
- Full-time
…operations along the hydrocarbon value chain allow us to offer a full state of midstream and marketing services to our customers in the energy…
Added 7 hours ago
A
Senior MS SQL Server & Azure Database Administrator (L3) / Montreal, QC - (Hybrid)
AceStack
Montreal, QC
- Full-time
Manage Azure SQL automatic tuning, Database Advisor recommendations, service tiers, elastic pools, scaling, geo-replication, and cost-performance optimization.
Added 7 hours ago
R
Client Advisor
RBC
Glenboro, MB
- Part-time
Respond to client-initiated contact, assisting them with a full range of financial transactions

Raymond James Ltd.

Advisor Internship Program (AIP) (Victoria/Kelowna)

Victoria, BC, Canada

Part-time

Apply About employer

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Job details

Job type: Part-time
Apply by: Dec 13, 2026
Experience: A minimum of 4 years full-service brokerage and/or financial industry related experience
Posting language: English
Posted: Sep 7, 2026

Original job 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.

Job

Wealth management

Primary Location

CA-BC-Victoria-Victoria

Other Locations

CA-BC-Kelowna-Kelowna

Organization

PCG Admin

Schedule

Full-time

Status

Temporary Full-Time

Apply About employer

More about this job

Responsibilities

Provide high-net-worth clients with comprehensive wealth management advice and financial solutions. Build and grow a personal book of business through various prospecting methods and marketing strategies.

Requirements

Requires a university degree or 4 years of relevant industry experience and eligibility for CIRO registration. Candidates must complete specific CIRO exams (CIRE and RSE) prior to the start date.

Skills

Wealth Management
Prospecting
Financial Planning
Relationship Building
Sales
Presentation Skills
Investment Advice
Client Acquisition
Entrepreneurial Skills
Time Management
Organizational Skills
Decision Making

Benefits

Health Benefits
Paid Time Off
Volunteer Days
Tuition Reimbursement
Industry Leading Coaching
In Depth Training
One To One Trainee Support

Visa sponsorship

Not detected in the job text

Keywords

CIRO
Wealth Management
Financial Advisor
Registered Representative
CIFC
CPH
CIRE
RSE
MCT Course
DMT Course
CFP
Investment Dealer
Asset Gathering
Full-Service Brokerage
Financial Services
Prospecting
High Net Worth

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