Advisor Internship Program; AIP Waterloo

About Raymond James

Raymond James Ltd. is Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

The Advisor Internship Program 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 build their own book of business. The program lasts 36-months and focuses on expanding the advisor’s existing level of knowledge of business building strategies and successful advisor practices.

It includes classroom training, online learning, mentorship, and individual as well as group coaching.

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 the AIP.

The primary responsibility of an Advisor is to provide clients with advice on financial matters with a total wealth management perspective. Advisors will 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, seminars, direct mail campaigns and other sales and marketing methods. The role involves understanding the needs of clients and providing appropriate options and solutions to best meet those needs.

While there are asset‑gathering minimums in each of the first, second, and third years, new advisors should aim to 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.

Our most important investment is in our people. Upon eligibility, Raymond James Ltd. offers a competitive compensation and benefits package. Our benefits include Health Benefits, Paid Time Off, Volunteer Days, Tuition Reimbursement and more! AIP provides access to industry‑leading coaching, in‑depth training on how to develop and grow a book of business, and one‑to‑one trainee support. We also encourage and support community involvement.

• University degree and/or related working experience in business, finance, economics, commission sales
• Minimum of 4 years full‑service brokerage and/or financial industry related experience
• Registration (or eligibility to be re‑registered) with CIRO in province of residence as of date of hire
• Registered Representative licence
• Experience using various prospecting methods to gain appointments
• Knowledge of investment products and services
• Proven finance, sales and entrepreneurial skills in an advisory capacity to persons of influence
• Excellent interpersonal/relationship building skills to build strong, positive and trusting client relationships
• Well‑developed presentation skills sufficient to convey factual and conceptual information and ideas to clients
• Attendance and successful completion of the AIP training program and classroom session(s) upon hire
• Fulfillment of CIRO continuing education requirements on an ongoing basis

Effective January 2026, CIRO has implemented new licensing requirements. The following criteria are mandatory for all applicants to this position.

• A university diploma in a relevant field; and/or
• A minimum of four (4) years of relevant industry experience.

These requirements are mandatory. If you do not meet CIRO’s eligibility criteria, you cannot become licensed and therefore will not qualify for an interview.

• CIFC / CPH equivalent (CIRE)
• RSE (Regulatory Standards Exam)

The firm must submit your CIRO registration application on your first day…