Advisor Internship Program (Aip) (Calgary/Edmonton/Saskatoon)

Summary

The Raymond James AIP is a comprehensive and demanding career development training program that prepares Advisors to grow a successful advisory practice. Candidates will join the firm as an intern on an existing advisory team.

The AIP is a 36-month training and development program that focuses on expanding the advisors 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 group coaching.

Expected Hire Date: March 2023

Essential Duties

The primary responsibility of an Advisor is to provide clients with advice on financial matters with a total wealth managment perspective. Interns will build relationships with high net worth clients through various prospecting methods, i.e., outbound calling, networking, 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.

New advisors are expected to grow their assets under administration by $8 -10 million in each of year one, two and three; while helping to support the assigned advisory team.

Knowledge, Skills, And Abilities

Knowledge of:

• Knowledge of investment products and services.
• Working knowledge of business/finance/economics acquired through the combination of a university degree and/or related work experience; and

Skills In

• Excellent time management and organizational skills sufficient to meet multiple and conflicting deadlines in a high pressure environment; and
• Proven finance/sales/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.

Ability to

• Ability to prepare proposals and presentation/seminar materials;
• Ability to learn quickly and make sound, timely decisions; and
• Experience with using various prospecting methods to gain appointments;
• Entrepreneurial spirit.

Education And Experience

• Successful completion of the 90-Day IIROC Licensing Training Program (valid & completed within the last 2 years);
• Fulfillment of IIROC continuing education requirements on an ongoing basis; and
• Post-secondary education;
• Successful completion of the Certified Financial Planner (CFP) designation or equivalent within 24 months from date of hire;
• Successful completion of the Conduct and Practices Handbook Course (CPH) (valid & completed within the last 2 years);
• Must be registered (or eligible to be re-registered) with Securities Regulator in Province of Residence as of date of hire;
• Upon hire, the Raymond James AIP training program must be attended and successfully completed;
• A minimum of 3 years full service brokerage and/or financial industry related experience.
• Successful completion of the Canadian Securities Course (CSC) (valid & completed within the last 3 years);

Depending on eligibility, we offer:

• Employee Investment Accounts
• Health Benefits Program including Life Insurance and Disability from start date
• Tuition Reimbursement Program
• Employee Stock Purchase Plan
• Flexible Work Styles
• Competitive Wages
• Top Up Plan
• RRSP Matching Program from start date
• Paid Time Off & Other Time Off such as Volunteer Day
• Discretionary Bonuses

Raymond James Guiding Behaviors

Raymond James Guiding Behaviours

At Raymond James Ltd, our associates use five guiding behaviours (Develop, Collaborate, Decide, Deliver, and Improve) to deliver on the firm's core values of client-first, integrity, conservatism and independence.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Make prompt, pragmatic choices and act with the client in mind
• Work with and through others to achieve desired outcomes
• Contribute to the continuous evolution of the firm
• Take ownership and hold themselves and others accountable for delivering results that matter

Job

Wealth management

Primary Location

CA-AB-Edmonton-Edmonton

Other Locations

CA-AB-Calgary-Calgary, CA-SK-Saskatoon-Saskatoon

Organization

Branch

Schedule

Full-time

Status

Permanent Full-Time