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.
Business Development Associate
How does the role impact the organization?
Join our accomplished team at Raymond James Ltd. in Downtown Vancouver as a Business Development Associate.
If you've been calling on advisors as a fund wholesaler, running a desk at an asset manager, or dialing in an inside sales environment — and you're ready to build a career on the advice side of the business — this is the role. You'll work directly with senior Investment Advisors and Portfolio Managers at our downtown Vancouver office, learning how a full-service independent firm operates while owning a real pipeline from day one.
At Raymond James, advisors are treated as clients of the firm. That philosophy flows through to how we develop early-career talent too: we invest in you, give you real responsibility, and clear a path forward.
What will your role be responsible for?
As a Business Development Associate, you will:
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Prospect and qualify high-net-worth individuals, business owners, and professionals throughout Metro Vancouver and BC through outbound calling, referrals, and targeted outreach
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Book and prepare discovery meetings for senior Investment Advisors and Portfolio Managers — ensuring every meeting is well-researched, relevant, and high-value
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Support advisors in executing their business development strategy — tracking pipeline activity, call metrics, and conversion rates in CRM
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Conduct consultative phone conversations with prospects about their financial goals, retirement planning, and wealth transfer — positioning Raymond James's independent approach as the alternative to bank-tied advice
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Build and own a personal prospect list from first contact through to advisor handoff
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Coordinate client onboarding documentation, new account submissions, and compliance requirements with the operations team
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Stay current on market developments, RJL product capabilities (including alternatives, trust services, and U.S./Canada cross-border planning), and competitive positioning
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Represent Raymond James at community events, professional networking groups, and advisor-sponsored outreach in Vancouver's business community
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 excel in this role, you must have:
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1–3 years of outbound calling or inside sales experience — you are comfortable making structured, high-volume outreach daily without needing to be motivated to pick up the phone
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Proven, measurable track record of hitting or exceeding targets in a metrics-driven environment
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Strong communication skills — clear, confident, and consultative; you listen as well as you talk
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Genuine interest in financial markets, investment products, and wealth planning — prospects in Vancouver are sophisticated and will test your knowledge quickly
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Post-secondary degree in business, finance, economics, or a related field (equivalent experience considered)
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Currently enrolled in or willing to complete the Canadian Securities Course (CSC) within 6 months of start — Raymond James covers the cost
How to set yourself apart:
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Experience as a mutual fund wholesaler or internal sales rep (ISR) at an asset manager, fund company, or bank investment platform
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Familiarity with CIRO registration requirements, know-your-client obligations, and the compliance environment at a full-service dealer
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CSC, CIFC/IFIC, CIM, CFP, or PFP already completed or in progress
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Experience with Salesforce, Maximizer, or a structured CRM — disciplined pipeline tracking is a core expectation here
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Existing network of financial advisors, accountants, lawyers, or HNW contacts in Metro Vancouver
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Understanding of fee-based vs. commission advisory models, managed portfolios, ETFs, alternative investments, and registered account structures (RRSP, TFSA, RESP, RRIF)
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Familiarity with cross-border financial planning (U.S./Canada) — a genuine differentiator in the Vancouver market
We encourage our associates at all levels to:
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Grow professionally and inspire others to do the same
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Work with and through others to achieve desired outcomes
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Make prompt, pragmatic choices and act with the client in mind
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Take ownership and hold themselves and others accountable for delivering results that matter
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Contribute to the continuous evolution of the firm
Salary Range: Base salary of $50,000-$55,000 with potential total compensation of up to $85,000 through additional performance and other 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 [email protected]. 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.
Job Wealth management
Primary Location CA-BC-Vancouver-Vancouver
Organization Branch
Schedule Full-time
Status Permanent Full-Time
