Join our accomplished team at Raymond James Ltd. in Downtown Vancouver as a Business Development Associate. You’ll work directly with senior Investment Advisors and Portfolio Managers, learning how a full-service independent firm operates while owning a real pipeline from day one.
Requirements
- Prospect and qualify high-net-worth individuals, business owners, and professionals throughout Metro Vancouver and BC through outbound calling, referrals, and targeted outreach
- Book and prepare discovery meetings for senior Investment Advisors and Portfolio Managers — ensuring every meeting is well-researched, relevant, and high-value
- Support advisors in executing their business development strategy — tracking pipeline activity, call metrics, and conversion rates in CRM
- Conduct consultative phone conversations with prospects about their financial goals, retirement planning, and wealth transfer — positioning Raymond James’s independent approach as the alternative to bank-tied advice
- Build and own a personal prospect list from first contact through to advisor handoff
- Coordinate client onboarding documentation, new account submissions, and compliance requirements with the operations team
- Stay current on market developments, RJL product capabilities (including alternatives, trust services, and U.S./Canada cross-border planning), and competitive positioning
- Represent Raymond James at community events, professional networking groups, and advisor-sponsored outreach in Vancouver’s business community
Benefits
- Health Benefits
- RRSP Matching Program
- Employee Stock Purchase Plan
- Paid Time Off
- Volunteer Days
- Discretionary Bonuses
- Tuition Reimbursement
To apply for this job please visit raymondjames.taleo.net.
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