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Advisor Internship Program (Aip) (Toronto/Ottawa/Montreal)
Company | Raymond James Ltd. |
Address | Toronto, Ontario, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-08-07 |
Posted at | 10 months ago |
Summary
- Working knowledge of business/finance/economics acquired through the combination of a university degree and/or related work experience; and
- Knowledge of investment products and services.
- Proven finance/sales/entrepreneurial skills in an advice capacity to persons of influence;
- Excellent time management and organizational skills sufficient to meet multiple and conflicting deadlines in a high pressure environment; and
- 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 prepare proposals and presentation/seminar materials;
- Entrepreneurial spirit.
- Experience with using various prospecting methods to gain appointments;
- Ability to learn quickly and make sound, timely decisions; and
- Successful completion of the 90-Day IIROC Licensing Training Program (valid & completed within the last 2 years);
- Upon hire, the Raymond James AIP training program must be attended and successfully completed;
- Must be registered (or eligible to be re-registered) with Securities Regulator in Province of Residence as of date of hire;
- Successful completion of the Conduct and Practices Handbook Course (CPH) (valid & completed within the last 2 years);
- Successful completion of the Canadian Securities Course (CSC) (valid & completed within the last 3 years);
- Fulfillment of IIROC continuing education requirements on an ongoing basis; and
- A minimum of 3 years full service brokerage and/or financial industry related experience.
- Successful completion of the Certified Financial Planner (CFP) designation or equivalent within 24 months from date of hire;
- Post-secondary education;
- Employee Investment Accounts
- Competitive Wages
- RRSP Matching Program from start date
- Paid Time Off & Other Time Off such as Volunteer Day
- Discretionary Bonuses
- Tuition Reimbursement Program
- Flexible Work Styles
- Employee Stock Purchase Plan
- Top Up Plan
- Health Benefits Program including Life Insurance and Disability from start date
- Contribute to the continuous evolution of the firm
- Grow professionally and inspire others to do the same
- Take ownership and hold themselves and others accountable for delivering results that matter
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
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