Practice Management Consultant

Job Description - Practice Management Consultant (2600387)

Practice Management Consultant

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.

How does the role impact the organization?

Raymond James Ltd. is seeking a Practice Management Consultant to help the Practice Management Group manage, facilitate, and design programs that improve the profitability and growth of Financial Advisors across Canada. The individual 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 sharing best practices with Financial Advisors, with the goal of driving efficiency and profitability in their practices.

Responsibilities

• 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 internal resources available to Financial Advisors.
• Assist Financial Advisors with identifying the gaps (and/or opportunities) in their businesses and subsequently point them to internal and/or external resources to fill those gaps.

Benefits

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.

Requirements

• 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 (intermediate Word, Excel and PowerPoint skills).
• Proven leadership skills to effectively motivate people to change behaviours.
• Ability to effectively manage competing priorities, drive execution, and deliver results in a fast‑paced environment.
• Professionalism with well‑developed interpersonal skills, and the 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 the ability to exercise sound judgement.
• Service‑mindful 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.
• Ability to partner with internal teams at RJL.

Preferred Requirements

• Proficiency in French is an asset.
• Registered Certified Coaching (RCC) designation or other recognized coaching certifications is an asset.

Objectives of the Role

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

Employee Development

• 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 oneself 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.

Equal Opportunity Employer

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. We honor, value, and respect the uniqueness, experiences, and backgrounds of all employees. When employees bring their authentic self, the organization, clients, and communities thrive.

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