Advisor Internship Program (AIP) (Victoria/Kelowna)

Raymond James•Juan de Fuca Electoral Area, BC

110d•$60,000

About The Position

Raymond James, Canada’s leading independent investment dealer, is seeking Financial/Investment Advisors who are keen to develop their career at one of our branch locations through our Advisor Internship Program (AIP). The Raymond James AIP is a comprehensive and demanding career development training program designed to provide an opportunity for individuals who have been in the financial services industry for at least 3 years to build and grow their own successful advisory practice. Candidates will join the firm as a Financial Advisor, and will be responsible for building their own book of business. The AIP is a 36-month training and development program that focuses on expanding the advisor’s existing level of knowledge of business building strategies and successful advisor practices. The AIP is conducted as an interactive program that includes a combination of classroom training, online learning, mentorship, and individual as well as group coaching. PLEASE NOTE: This posting is not for short term co-op internship opportunities. The Advisor Internship Program is a 3 year career development program starting in September 2026.

Requirements

University degree and/or related working experience in business, finance, economics, commission sales
A minimum of 4 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
Registered Representative licensed
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 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
Eligibility to Become a Registered Representative (RR)
A university diploma in a relevant field; and/or A minimum of four (4) years of relevant industry experience.
Applicants who meet the prerequisites to become RR licensed must successfully complete both of the following CIRO exams before their first day of employment: CIFC / CPH equivalent (CIRE), RSE (Regulatory Standards Exam)
The firm must be able to submit your CIRO registration application on your first day of employment. All required documentation and prerequisites must be fully satisfied in advance.
For hires who are not already licensed, the following CIRO-mandated courses must be completed after CIRO approves your registration: MCT Course – must be successfully completed within 30 days of CIRO approval, DMT Course – must be successfully completed within 90 days of CIRO approval

Nice To Haves

Successful completion of the 90-Day IIROC Licensing Training Program (valid & completed within the last 2 years)
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
Ability to learn quickly and make sound, timely decisions
Successful completion of the Certified Financial Planner (CFP) designation or equivalent is an asset
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

Responsibilities

provide clients with advice on financial matters with a total wealth management perspective
build relationships with high net worth individuals and families through various prospecting methods, (including but not limited to outbound calling, social media, in person networking, webinars and seminars, direct mail campaigns and various other sales and marketing methods)
understanding the needs of clients, then providing appropriate options and solutions to best meet those needs
grow their assets under administration by $8 -10 million in each of year one, two and three; while continuing to properly service those clients who are already engaged with the practice