Operations Intern, RJLU

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.

Operations Intern, RJLU

How does the role impact the organization?

Join our dynamic team at Raymond James, a leading player in the finance industry committed to innovation and excellence. As an intern, you'll gain hands-on experience, collaborate with professionals, and contribute to meaningful projects that make a real impact.

We are seeking a motivated Operations Intern to join our team. This internship is an excellent opportunity to explore the finance industry, enhance your skills, and work on projects that directly contribute to our company's success.

Working directly with the Raymond James (USA) Ltd. (“RJLU”) Senior Management Team, this individual will support the RJLU Private Client Group (“PCG”) business operations in Canada, acting as the primary point of contact for FINRA-registered Financial Advisors and Sales Associates who manage U.S.-resident client activities. This role will include assistance with respect to related Projects and Operations initiatives as assigned.

What will your role be responsible for?

• Work closely with internal RJL partners to support the RJLU PCG business: Operations, Compliance, Branch Supervision, Finance, I.T., Marketing, PCG Services, Registrations and other departments as required;
• Assist in the training and support of Financial Advisors and Sales Associates on the use of Pershing’s introducing firm platform and identify and follow up on opportunities for support and training;
• Proactively evaluate and seek to improve the support process from best practices and lessons learned and will “own” all issues to full resolution;
• Follow up to ensure resolution and completion of tasks;

What We Offer:

Immerse yourself in a hands-on experience within our dynamic and collaborative work environment, where seasoned professionals offer mentorship and guidance. This unique opportunity providing you with unparalleled exposure to diverse facets of finance and operations within the industry. Furthermore, you'll have the chance to actively engage and network with seasoned professionals, fostering connections that will undoubtedly contribute to your professional growth and development. Mentorship and guidance from experienced professionals.

What do we expect from you?

To qualify for this opportunity, you possess:

• Must be enrolled in a university program in 3^rd or 4^th year;
• Experience in financial services brokerage industry experience;
• Experience as a Sales Associate or Sales Assistant is an asset;
• Microsoft Office with a willingness and ability to learn new applications;
• Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
• Exercise tact and discretion in the handling of confidential information; and
• Communicate proficiently in French is an asset.

We encourage our interns 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

Salary Range: $20-25 hourly.

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.