Sophia Financial Group (sophiafinancial.ca) is an independent agency of Raymond James Ltd. We are ... exemplary quality client service, including phone, email, written & in-person communication ...
60 Raymond James Client Service Associate Jobs Hiring Near You
Sophia Financial Group (sophiafinancial.ca) is an independent agency of Raymond James Ltd. We are ... exemplary quality client service, including phone, email, written & in-person communication ...
Branch Assistant
Ottawa, ON · On-site
CA$50K - CA$55K/yr
Raymond James Ltd. is Canada's leading independent investment dealers offering high quality ... Services Industry. We encourage our associates at all levels to: * Grow professionally and inspire ...
Branch Assistant
Ottawa, ON · On-site
CA$50K - CA$55K/yr
Raymond James Ltd. is Canada's leading independent investment dealers offering high quality ... Services Industry. We encourage our associates at all levels to: * Grow professionally and inspire ...
Registered Plans Associate
Vancouver, BC · On-site
CA$58K - CA$62K/yr
Raymond James Ltd. is Canada's leading independent investment dealers offering high quality ... Identify opportunities to improve processes, reduce risk, and enhance service delivery * Other ...
Registered Plans Associate
Vancouver, BC · On-site
CA$58K - CA$62K/yr
Raymond James Ltd. is Canada's leading independent investment dealers offering high quality ... Identify opportunities to improve processes, reduce risk, and enhance service delivery * Other ...
Wealth Advisor Assistant
Montreal, QC · On-site
CA$50K - CA$55K/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together ... service. As a key member of the team, contributions are important to the success of the client ...
Wealth Advisor Assistant
Montreal, QC · On-site
CA$50K - CA$55K/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together ... service. As a key member of the team, contributions are important to the success of the client ...
Portfolio Advisory Associate
Toronto, ON · On-site
Raymond James Ltd. is Canada's leading independent investment dealers offering high quality ... The successful candidate will be an effective communicator, comfortable with client presentations ...
Portfolio Advisory Associate
Toronto, ON · On-site
Raymond James Ltd. is Canada's leading independent investment dealers offering high quality ... The successful candidate will be an effective communicator, comfortable with client presentations ...
Receptionist / Branch Assistant
CA$45K - CA$50K/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together ... Handle and correctly escalate urgent incoming client calls; * Distribute and post mail; * Organize ...
Receptionist / Branch Assistant
CA$45K - CA$50K/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together ... Handle and correctly escalate urgent incoming client calls; * Distribute and post mail; * Organize ...
Senior Financial Planner
Kelowna, BC · On-site
... service excellence in supporting our Raymond James advisory teams (advisors) and their clients ... Manages each RJL client planning engagement from the initial discovery meeting, gathering client ...
Senior Financial Planner
Kelowna, BC · On-site
... service excellence in supporting our Raymond James advisory teams (advisors) and their clients ... Manages each RJL client planning engagement from the initial discovery meeting, gathering client ...
Wealth Advisor Assistant
Winnipeg, MB · On-site
CA$45K - CA$55K/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together ... Provide seamless service on boarding new clients; * Manage incoming and outgoing phone calls and ...
Wealth Advisor Assistant
Winnipeg, MB · On-site
CA$45K - CA$55K/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together ... Provide seamless service on boarding new clients; * Manage incoming and outgoing phone calls and ...
... service excellence in supporting our Raymond James advisory teams (advisors) and their clients ... Manages each RJL client planning engagement from the initial discovery meeting, gathering client ...
... service excellence in supporting our Raymond James advisory teams (advisors) and their clients ... Manages each RJL client planning engagement from the initial discovery meeting, gathering client ...
Administrative Assistant
Kelowna, BC · On-site
CA$50K - CA$55K/yr
Raymond James Ltd. is Canada's leading independent investment dealers offering high quality ... Manage our WOW service client program; and * Initiate and manage a proactive social media campaign.
Administrative Assistant
Kelowna, BC · On-site
CA$50K - CA$55K/yr
Raymond James Ltd. is Canada's leading independent investment dealers offering high quality ... Manage our WOW service client program; and * Initiate and manage a proactive social media campaign.
Administrative Assistant (evergreen)
Victoria, BC · On-site
CA$45K - CA$55K/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together ... Manage our WOW service client program; and * Initiate and manage a proactive social media campaign.
Administrative Assistant (evergreen)
Victoria, BC · On-site
CA$45K - CA$55K/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together ... Manage our WOW service client program; and * Initiate and manage a proactive social media campaign.
Engineer, Application Development - 6 Month Contract
Vancouver, BC · On-site
CA$90K - CA$100K/yr
... services to Canadians seeking customized solutions to their wealth management needs. Engineer ... Raymond James Ltd. are met. What will your role be responsible for? * Develop client-specific ...
Engineer, Application Development - 6 Month Contract
Vancouver, BC · On-site
CA$90K - CA$100K/yr
... services to Canadians seeking customized solutions to their wealth management needs. Engineer ... Raymond James Ltd. are met. What will your role be responsible for? * Develop client-specific ...
Administrative Assistant (Evergreen)
Vancouver, BC · On-site
CA$45K - CA$50K/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together ... Manage our WOW service client program; and * Initiate and manage a proactive social media campaign.
Administrative Assistant (Evergreen)
Vancouver, BC · On-site
CA$45K - CA$50K/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together ... Manage our WOW service client program; and * Initiate and manage a proactive social media campaign.
Raymond James Ltd. is Canada's leading independent investment dealers offering high quality ... We offer a complete range of capital markets services with strong expertise in mergers ...
Raymond James Ltd. is Canada's leading independent investment dealers offering high quality ... We offer a complete range of capital markets services with strong expertise in mergers ...
Tax and Financial Planning Advisor
CA$80K - CA$120K/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together ... Client Engagement: Act as the primary point of contact for clients, providing guidance and updates ...
Tax and Financial Planning Advisor
CA$80K - CA$120K/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together ... Client Engagement: Act as the primary point of contact for clients, providing guidance and updates ...
Senior Engineer, IT Security (IAM Developer)
Toronto, ON · Hybrid
CA$175K - CA$185K/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together ... services to Canadians seeking customized solutions to their wealth management needs. Senior ...
Senior Engineer, IT Security (IAM Developer)
Toronto, ON · Hybrid
CA$175K - CA$185K/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together ... services to Canadians seeking customized solutions to their wealth management needs. Senior ...
Practice Management Consultant
CA$110K - CA$120K/yr
Raymond James Ltd. is Canada's leading independent investment dealers offering high quality ... The ideal candidate will possess broad knowledge of the Financial Services industry, an aptitude ...
Practice Management Consultant
CA$110K - CA$120K/yr
Raymond James Ltd. is Canada's leading independent investment dealers offering high quality ... The ideal candidate will possess broad knowledge of the Financial Services industry, an aptitude ...
Receptionist
CA$40K - CA$50K/yr
Raymond James Ltd. is Canada's leading independent investment dealers offering high quality ... Handle and correctly escalate incoming client calls, * Distribute and post mail, * Accept ...
Receptionist
CA$40K - CA$50K/yr
Raymond James Ltd. is Canada's leading independent investment dealers offering high quality ... Handle and correctly escalate incoming client calls, * Distribute and post mail, * Accept ...
Financial Planner
Edmonton, AB · On-site
CA$75K - CA$90K/yr
Raymond James Ltd. is Canada's leading independent investment dealers offering high quality ... What You'll Do Client Planning & Advice * Create clear, customized financial plans tailored to each ...
Financial Planner
Edmonton, AB · On-site
CA$75K - CA$90K/yr
Raymond James Ltd. is Canada's leading independent investment dealers offering high quality ... What You'll Do Client Planning & Advice * Create clear, customized financial plans tailored to each ...
Financial Accountant
Vancouver, BC · On-site
CA$60K - CA$75K/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together ... services to Canadians seeking customized solutions to their wealth management needs. Financial ...
Financial Accountant
Vancouver, BC · On-site
CA$60K - CA$75K/yr
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together ... services to Canadians seeking customized solutions to their wealth management needs. Financial ...
Raymond James Jobs Information
What is it like to work at Raymond James?
Raymond James is a company that values a culture of independence, integrity, and client-centricity, fostering a collaborative and supportive work environment. The company's team structure is often described as flat, with a focus on open communication and a sense of community among employees, who work together to achieve a shared mission of providing financial services to individuals, corporations, and institutions. Working at Raymond James may appeal to candidates who value a dynamic and entrepreneurial work environment, with opportunities for professional growth and development in a company that prioritizes its employees' success and well-being.
Do workers at Raymond James get paid breaks?
Sometimes. Only some people get paid breaks.
40% of people say they don’t get paid breaks.
Based on data from 43 people who took the Breakroom Quiz between November 2024 and March 2026.
40% of people say they don’t get paid breaks.
Based on data from 43 people who took the Breakroom Quiz between November 2024 and March 2026.
Does Raymond James pay people when they’re sick?
Yes. Most people get paid when they’re sick.
90% of people say they would get paid if they were sick but scheduled to work.
Based on data from 68 people who took the Breakroom Quiz between November 2024 and July 2026.
90% of people say they would get paid if they were sick but scheduled to work.
Based on data from 68 people who took the Breakroom Quiz between November 2024 and July 2026.
At Raymond James, are sick days and vacation days separate paid time off?
Only some people have separate paid time off for sick days and vacation.
45% of people say they have to use vacation days when they’re out sick.
Based on data from 31 people who took the Breakroom Quiz between May 2025 and July 2026.
45% of people say they have to use vacation days when they’re out sick.
Based on data from 31 people who took the Breakroom Quiz between May 2025 and July 2026.
Is the health insurance from Raymond James affordable enough for their workers?
Most people say the health insurance costs are okay.
87% of people say the health insurance costs are okay
Based on data from 31 people who took the Breakroom Quiz between March 2025 and July 2026.
87% of people say the health insurance costs are okay
Based on data from 31 people who took the Breakroom Quiz between March 2025 and July 2026.
Do people get paid time off at Raymond James?
Most people get paid time off work.
94% of people say they get paid time off.
Based on data from 33 people who took the Breakroom Quiz between May 2025 and July 2026.
94% of people say they get paid time off.
Based on data from 33 people who took the Breakroom Quiz between May 2025 and July 2026.
How far ahead of time do people find out their work schedule?
Only some people find out their schedule four weeks ahead of time.
Based on data from 7 people who took the Breakroom Quiz between January 2025 and March 2026.
- 43% of people with changing schedules find out their shifts one week or less ahead of time.
- 14% of people with changing schedules find out their shifts two weeks ahead of time.
- 0% of people with changing schedules find out their shifts three weeks ahead of time.
- 43% of people with changing schedules find out their shifts four weeks or more ahead of time.
Based on data from 7 people who took the Breakroom Quiz between January 2025 and March 2026.
Do workers at Raymond James worry about hours?
Most people don’t worry about getting enough hours.
87% of people report they don’t worry about getting enough hours.
Based on data from 38 people who took the Breakroom Quiz between November 2024 and March 2026.
87% of people report they don’t worry about getting enough hours.
Based on data from 38 people who took the Breakroom Quiz between November 2024 and March 2026.
Do Raymond James workers get to choose the shifts they work?
Some people don’t get to choose which shifts they work.
43% report that they don’t have enough control over which shifts they work.
Based on data from 28 people who took the Breakroom Quiz between December 2024 and March 2026.
43% report that they don’t have enough control over which shifts they work.
Based on data from 28 people who took the Breakroom Quiz between December 2024 and March 2026.
How easy is it for Raymond James workers to change shifts?
Most people find it easy to change shifts.
75% of people report that it’s easy to change shifts if they need to.
Based on data from 24 people who took the Breakroom Quiz between December 2024 and March 2026.
75% of people report that it’s easy to change shifts if they need to.
Based on data from 24 people who took the Breakroom Quiz between December 2024 and March 2026.
How easy is it to get time off at Raymond James?
Most people find it easy to get time off.
78% of people report it’s easy to get time off.
Based on data from 63 people who took the Breakroom Quiz between November 2024 and July 2026.
78% of people report it’s easy to get time off.
Based on data from 63 people who took the Breakroom Quiz between November 2024 and July 2026.
Do Raymond James managers change schedules at the last minute?
Most managers don’t change people’s schedules at the last minute.
97% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 39 people who took the Breakroom Quiz between November 2024 and March 2026.
97% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 39 people who took the Breakroom Quiz between November 2024 and March 2026.
Do jobs at Raymond James spill into time workers aren’t paid for?
Rarely. The job doesn't usually spill into unpaid time.
11% of people report that their job takes up time that they don’t get paid for.
Based on data from 37 people who took the Breakroom Quiz between November 2024 and March 2026.
11% of people report that their job takes up time that they don’t get paid for.
Based on data from 37 people who took the Breakroom Quiz between November 2024 and March 2026.
How easy is it to take sick days at Raymond James?
Most people find it easy to take sick days.
86% of people report that it’s easy to take time off if they are sick.
Based on data from 66 people who took the Breakroom Quiz between November 2024 and July 2026.
86% of people report that it’s easy to take time off if they are sick.
Based on data from 66 people who took the Breakroom Quiz between November 2024 and July 2026.
Is a Raymond James job good for students?
Most students say this is a good place to work if you’re studying.
100% of students report this is a good place to work if you’re studying.
Based on data from 5 people who took the Breakroom Quiz between December 2024 and March 2026.
100% of students report this is a good place to work if you’re studying.
Based on data from 5 people who took the Breakroom Quiz between December 2024 and March 2026.
Is working at Raymond James good if you’re a parent or caregiver?
Most parents and caregivers say this is a good place to work.
68% of people who care for a child or other relative report this is a good place to work.
Based on data from 25 people who took the Breakroom Quiz between December 2024 and July 2026.
68% of people who care for a child or other relative report this is a good place to work.
Based on data from 25 people who took the Breakroom Quiz between December 2024 and July 2026.
Do people at Raymond James feel treated with respect by their managers?
Most people feel treated with respect by their managers.
85% of people say they’re treated with respect by their managers.
Based on data from 62 people who took the Breakroom Quiz between November 2024 and July 2026.
85% of people say they’re treated with respect by their managers.
Based on data from 62 people who took the Breakroom Quiz between November 2024 and July 2026.
Do people at Raymond James get to take their breaks without interruption?
Most people get breaks without interruption.
72% of people report that they get to take their breaks without interruption.
Based on data from 36 people who took the Breakroom Quiz between March 2025 and March 2026.
72% of people report that they get to take their breaks without interruption.
Based on data from 36 people who took the Breakroom Quiz between March 2025 and March 2026.
Is it stressful to work at Raymond James?
Most people feel stressed out here.
68% of people say they often feel stressed out at work.
Based on data from 62 people who took the Breakroom Quiz between November 2024 and July 2026.
68% of people say they often feel stressed out at work.
Based on data from 62 people who took the Breakroom Quiz between November 2024 and July 2026.
Do people at Raymond James enjoy their jobs?
Most people enjoy their job.
68% of people report they enjoy their job.
Based on data from 31 people who took the Breakroom Quiz between March 2025 and March 2026.
68% of people report they enjoy their job.
Based on data from 31 people who took the Breakroom Quiz between March 2025 and March 2026.
Do people at Raymond James recommend working with their team?
Only some people recommend working with their team.
48% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 69 people who took the Breakroom Quiz between November 2024 and July 2026.
48% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 69 people who took the Breakroom Quiz between November 2024 and July 2026.
Do people get enough training when they start at Raymond James?
Some people didn’t get enough training when they started.
37% of people report they didn’t get enough training when they started working here.
Based on data from 65 people who took the Breakroom Quiz between November 2024 and July 2026.
37% of people report they didn’t get enough training when they started working here.
Based on data from 65 people who took the Breakroom Quiz between November 2024 and July 2026.
Do people get support to advance at Raymond James?
Only some people are given support to advance their career here.
In the last year, 34% of people report not being given support to advance their career here.
Based on data from 59 people who took the Breakroom Quiz between November 2024 and July 2026.
In the last year, 34% of people report not being given support to advance their career here.
Based on data from 59 people who took the Breakroom Quiz between November 2024 and July 2026.
Do people think Raymond James’s headquarters understands what’s happening where they work?
Most people think headquarters doesn’t understand what’s happening where they work.
68% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 62 people who took the Breakroom Quiz between December 2024 and July 2026.
68% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 62 people who took the Breakroom Quiz between December 2024 and July 2026.
Do workers feel well informed about how Raymond James is doing?
Most people feel well informed about how the company is doing.
83% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 60 people who took the Breakroom Quiz between November 2024 and July 2026.
83% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 60 people who took the Breakroom Quiz between November 2024 and July 2026.
What other companies are hiring for Client Service Associate jobs?
What are the most popular jobs at Raymond James?
What are the most popular categories at Raymond James?
CA$85K/yr
Full-time
Posted 20 days ago
Raymond James rating
7.6
Based on 69 frontline employees who took The Breakroom Quiz
109th of 148 rated financial services
Job description
Sophia Financial Group (sophiafinancial.ca) is an independent agency of Raymond James Ltd. We are seeking an Associate/ Financial Advisor to work in our west side Vancouver office. Our full-service approach focuses on financial planning, superior investment management, education and community outreach.
Our distinct and inclusive culture is built on a shared commitment to inclusion, gender equality and social impact. Pro bono service, values-based investing and a professional standard of excellence are an integral part of our business platform.
This position requires an ambitious, good-hearted and values-driven investment professional. You are a lifelong learner. The successful candidate will have a meticulous attention to detail, possess a positive attitude, and have superior interpersonal skills.
Responsibilities:
Lead client meetings, present investment ideas, manage portfolio reviews and encourage disciplined investor behavior
Assist in research, analysis, asset mix decisions, and investment selection
Prepare investment policy statements, proposals & client review presentations
Provide exemplary quality client service, including phone, email, written & in-person communication
Maintain high standards of integrity, objectivity, and expertise
Help maintain and grow a profitable business with the lead advisor
Qualifications:
You must have superior relationship skills, a keen attention to detail and a strong analytical mind. You really enjoy people. You are even-keeled and able to convey calm and wisdom in the face of market volatility and client anxiety.
You should possess the following:
At least 5 years' financial services industry experience
Be entrepreneurial and self-motivated. There is succession potential for this role
Be fully licensed with an advanced finance qualification such as CFP, CIM, CFA, or CPA; or be willing to work towards it
Be able to work in the office
Have stellar communication skills
You must demonstrate maturity and poise in all interactions
Salary Range: Based on education, work experience starting at $85,000 in addition to competitive performance bonuses/incentives.
If you are interested in joining our team, please submit a cover letter and resume to:
Tracy.Theemes@RaymondJames.ca
We thank all candidates for their interest and advise that only those under consideration will be contacted.
Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above details and we will be happy to help.
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