60 Raymond James Private Client Associate Jobs Hiring Near You

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.

Learning & Development Associate

How does the role impact the organization?

Raymond James Ltd. is seeking a Learning & Development Associate to join the Private Client Group (PCG) team in a hybrid workstyle capacity in our Montreal, Toronto or Vancouver office. Raymond James Ltd. is one of Canada's leading full-service independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

The Learning & Development Associate will enhance the competencies of employees by designing and conducting branch-training programs that will boost employee's workplace performance in line with company's core values. You will be responsible for performing training needs assessments, designing, delivering curriculum, learning materials, and managing all phases of branch training. A variety of learning materials will be created by the Associate; from job-aids, e-learnings, micro-learnings, newsletter articles, videos, and more. The Associate will also be required to facilitate webinars and workshop-style training sessions.

Who should apply? The successful candidate:

• Is a self-starter;
• Is very comfortable with self-directed learning;
• Is very comfortable in a fast-paced environment;
• Is very comfortable with continuous change;
• Is not only passionate, but obsessive about attention to detail;
• Has solid experience working with and responding to a variety of communication styles;
• Has their own system in place to effectively manage daily tasks and assigned projects;
• Actively seeks out opportunities to be creative and improve on standard processes (i.e. not an order-taker)
• Is excited about and can demonstrate how they complete tasks related to all aspects of the training cycle (i.e. needs analysis, design, development, delivery, evaluation, return on investment)
• Is curious, interested in finding better ways to do things and a problem-solver

What will your role be responsible for?

• Collaborate with PCG teams and RJL Divisions to identify target audience's training requirements and needs;
• Develop create and deploy a variety of types of learning materials;
• Write/produce standardized business process user manuals (job aids);
• Assist with layout, editing, and organizing of content as required;
• Evaluate the effectiveness of training by measuring and evaluating feedback from participants;
• Design assessments for verifying learner knowledge and capability and provide summarized reporting;
• Ensure training content is kept up to date on a regular basis by deploying a review/update process that is maintained;
• Identify training needs by evaluating strengths and weaknesses;
• Deliver training courses;
• Deliver "ad hoc" training as required/scheduled for new recruits across the Raymond James' business lines;
• Periodically evaluate ongoing programs to ensure that they reflect any changes;
• Stay abreast of the new trends and tools in employee development; and
• Other duties as assigned

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.

What do we expect from you

To qualify for this opportunity you possess:

• Post-secondary education in learning principles and/or certification in adult continuing education or instruction skills is an asset;
• Experience in the financial services or brokerage industry required;
• Proven experience in designing multiple training events in a corporate setting;
• Knowledge of instructional design theory and learning principles;
• Familiarity with traditional and modern training methods, tools and techniques;
• Sound decision making and organizational skills;
• Ability to apply adult learning principles;
• Ability to think critically and ask targeted questions to determine needs and respond appropriately;
• Experience with multiple delivery methods, including e-learning initiatives;
• Experience in a boardroom training environment;
• Proficiency in business process concepts (i.e. work flow diagrams, process mapping techniques);
• Excellent planning abilities, including project management basics;
• Superior interpersonal, written and verbal communication skills; and
• French language skills is an asset

Attributes:

• Ability to work independently;
• Strong presentation and writing skills;
• Knowledge of Articulate Storyline/Rise/360
• Excellent proficiency with Microsoft 365 and SharePoint online;
• Knowledge of a Learning Management System; and
• Quick learner, dependable, professional, creative and innovative

We encourage our associates at all levels to:

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

Salary Range: $60,000-70,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.
At Raymond James - we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process. 
We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.