Practice Management Consultant

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.

Practice Management Consultant 

How does the role impact the organization?

Raymond James Ltd. is seeking a Practice Management Consultant.

The Raymond James Practice Management Group is responsible for managing, facilitating and designing programs to improve the profitability and growth of our Financial advisors across Canada. The individual in this role will serve as a primary point-person for conversing with Financial advisors to identify opportunities for improvement within their businesses and provide access to resources available to support them.

The ideal candidate will possess broad knowledge of the Financial Services industry, an aptitude for strong customer service, and hold related business application and system experience. The successful candidate will provide leadership in the sharing of best practices with our Financial advisors, with the goal to drive efficiency and profitability in their practices.

  What will your role be responsible for?

• Help lead the design and implementation of Practice Management programs to help Financial advisors gain efficiencies and attract more assets;
• Lead the delivery of in branch practice management workshops (including partnering with other corporate departments and external partners)
• Develop close relationships with Branch Managers and work with them in supporting Financial advisors with practice management best practices;
• Partner with the VP, Practice Management in working with select Financial advisor teams opting for more in-depth personalized practice management support;
• Act as a trusted partner to Financial advisors by identifying innovative opportunities to enhance business performance and practice growth;
• Participate in expanding our internal resources available to Financial advisors; and
• Assist our Financial advisors with identifying the gaps (&/or opportunities) in their businesses and subsequently point them to internal and/or external resources to fill those gaps.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.