Advisor Internship Program

What Do We Require From You?

• University degree and/or related working experience in business, finance, economics, commission sales
• A minimum of 3 years full-service brokerage and/or financial industry-related experience
• Must be registered (or eligible to be re-registered) with CIRO in Province of Residence as of date of hire
• Successful completion of the Canadian Securities Course (CSC) (valid & completed within the last 3 years)
• Successful completion of the Conduct and Practices Handbook Course (CPH) (valid & completed within the last 2 years) (note this may be required to be completed once employed by a CIRO regulated firm)
• Experience with using various prospecting methods to gain appointments
• Knowledge of investment products and services
• Proven finance, sales and entrepreneurial skills in an advice capacity to persons of influence
• Excellent interpersonal/relationship-building skills are 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.
• Upon hire, the Raymond James AIP training program and classroom session(s) must be attended and successfully completed
• Fulfillment of CIRO continuing education requirements on an ongoing basis

What Other Talents Would be Helpful In This Role?

• Successful completion of the 90-Day IIROC Licensing Training Program (valid & completed within the last 2 years) – If not already RR licensed with CIRO, you will be required to complete this course upon entrance to AIP.
• Comfortable working within a fully commissioned environment and dealing with targets
• Excellent time management and organizational skills sufficient to meet multiple and conflicting deadlines in a high pressure environment; and
• Ability to learn quickly and make sound, timely decisions
• Successful completion of the Certified Financial Planner (CFP) designation or equivalent is an asset

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