Transition Planner

Transition Planner

Join to apply for the Transition Planner role at Raymond James Ltd.

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

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.

Impact on the organization

This role provides transition oversight and planning support and acts as a liaison between the home office and new Financial Advisors and Agents joining Raymond James Ltd.

Responsibilities

• Assist the National Sales team in transitioning Financial Advisors/Agents in Canada to Raymond James.
• Customize transition requirements to the needs of the Financial Advisors/Agents.
• Maintain an ongoing dialogue with transitioning Financial Advisors/Agents to Raymond James.
• Understand and educate t...