Raymond James Financial, Inc

Practice Management Consultant

Raymond James Financial, Inc • $110K — $120K *
Ottawa, ON K1G 3J6In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Post-secondary education required.
  • 5-7 years experience in Financial Services.
  • Preferred experience in Practice Management and coaching.
  • Proficient in MS Office, with intermediate Word, Excel, and PowerPoint skills.
  • Proven leadership skills to motivate change.
  • Ability to manage competing priorities and deliver results in a fast-paced setting.
  • Excellent interpersonal skills, exhibiting professionalism and discretion.

Responsibilities

  • Lead design and implementation of Practice Management programs for efficiency.
  • Deliver practice management workshops in branches, partnering with departments and external partners.
  • Build strong relationships with Branch Managers to support Financial advisors.
  • Work with VP, Practice Management to provide tailored support to selected Financial advisor teams.
  • Identify innovative performance and growth opportunities for Financial advisors.
  • Expand internal resources available to Financial advisors.
  • Assist Financial advisors in identifying business gaps and recommend solutions.

Benefits

  • Flexible workstyles available.
  • Health benefits provided.
  • RRSP matching program offered.
  • Employee Stock Purchase Plan.
  • Paid Time Off and Volunteer Days.
  • Discretionary Bonuses.
  • Tuition Reimbursement and support for internal promotion.
Full Job Description
Practice Management Consultant

How does the role impact the organization?

Raymond James Ltd. is seeking a Practice Management Consultant.

The Raymond James Practice Management Group is responsible for managing, facilitating and designing programs to improve the profitability and growth of our Financial advisors across Canada. The individual in this role will serve as a primary point-person for conversing with Financial advisors to identify opportunities for improvement within their businesses and provide access to resources available to support them.

The ideal candidate will possess broad knowledge of the Financial Services industry, an aptitude for strong customer service, and hold related business application and system experience. The successful candidate will provide leadership in the sharing of best practices with our Financial advisors, with the goal to drive efficiency and profitability in their practices.

What will your role be responsible for?

  • Help lead the design and implementation of Practice Management programs to help Financial advisors gain efficiencies and attract more assets;
  • Lead the delivery of in branch practice management workshops (including partnering with other corporate departments and external partners)
  • Develop close relationships with Branch Managers and work with them in supporting Financial advisors with practice management best practices;
  • Partner with the VP, Practice Management in working with select Financial advisor teams opting for more in-depth personalized practice management support;
  • Act as a trusted partner to Financial advisors by identifying innovative opportunities to enhance business performance and practice growth;
  • Participate in expanding our internal resources available to Financial advisors; and
  • Assist our Financial advisors with identifying the gaps (&/or opportunities) in their businesses and subsequently point them to internal and/or external resources to fill those gaps.


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.

Qualifications:

What do we expect from you?

  • A post-secondary education;
  • Minimum 5-7 years of experience in Financial Services;
  • Previous experience in Practice Management and coaching background is preferred;
  • Proficiency with MS Office, including, at minimum, intermediate Word, Excel and PowerPoint skills;
  • Proven leadership skills to effectively motivate people to change behaviours;
  • Demonstrated ability to effectively manage competing priorities, drive execution, and deliver results in a fast-paced environment;
  • Professionalism displayed by well-developed interpersonal skills, with the proven ability to exercise tact and discretion;
  • Excellent presentation skills and the ability to present to large groups including senior management;
  • Creative thinker with superior oral and written communication skills;
  • Excellent problem-solving skills and ability to exercise sound judgement;
  • Extremely service minded with strong ability to prioritize projects based on largest business impact at any given time;
  • Capacity to lead and coordinate multiple concurrent priorities with strong organizational effectiveness; and
  • Ability to partner with internal teams at RJL.


Preferred Requirements:

  • Proficiency in French would be an asset; and
  • Registered Certified Coaching (RCC) designation or other recognized coaching certifications would be an asset.


Objectives of the Role:

  • Identify and implement successful strategies for Financial advisors to achieve targets; and
  • Assist them in executing those strategies consistently over time.


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: $110,000 - 120,000 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.

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Finance & Insurance
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ
RJF
* Ladders Estimates

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