VP, Practice Management

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

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

VP, Practice Management

How does this role impact the organization?

The Practice Management Leader is responsible for enhancing the client experience and driving business development by optimizing advisory practices. Reporting to Executive Vice President, Head of Wealth Management, this leadership role oversees a team of multidisciplinary coaches and is accountable for designing, executing, and continuously improving programs that support the growth and success of top advisory teams. The ideal candidate brings a strategic mindset, deep expertise in advisor development, and a strong ability to build cross-functional relationships that elevate the value advisors deliver to clients.

What will this role be responsible for?

• Lead and oversee a multidisciplinary team focused on practice management and advisor development.
• Create and implement a comprehensive framework of practice management programs tailored to top-performing advisory teams.
• Facilitate and deliver workshops, sessions, and coaching initiatives that support business development and improve the client experience.
• Build and maintain strong relationships with the Head of Practice Management at RJF to ensure coordination and strategic alignment.
• Collaborate with Total Wealth Solutions and marketing teams to leverage firm offerings and deliver value-added resources to advisors.
• Plan and execute client-facing webinars and events in coordination with Total Wealth Solutions specialists.
• Identify, onboard, and manage relationships with external specialists and resources to enhance advisor training and development.
• Lead the recruitment, onboarding, and continuous development of advisors through internship programs and ongoing coaching.
• Gather, analyze, and act on feedback from the field to refine programs and develop new offerings aligned with advisor needs.
• Lead succession planning discussions and guide advisor teams through planning and strategy development.
• Maintain and manage CRM systems to track advisor metrics, engagement, and success rates; generate insights and reporting to inform decision-making.
  
  

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.

What do we expect from you?

Knowledge/Skills:

• Proven track record of developing and leading practice management or advisor development programs.
• Strong leadership and team management experience with the ability to coach and motivate high-performing teams.
• Familiarity with financial advisory business models and client service standards.
• Proficient in CRM tools and data analysis to support program development and performance tracking.
• Ability to develop strategic relationships and collaborate with internal partners and external resources.
• Experience working with or knowledge of Total Wealth Solutions and related marketing strategies.
• Skilled in facilitation, training, and communication with a focus on continuous improvement.
• Entrepreneurial approach to identifying needs and developing scalable programs to support advisor growth.
• Technologically savvy, with an ability to identify and implement solutions that enhance practice efficiency and impact.
• Fluency in French is an asset.
  
  

Abilities:

• Apply Strategic Effectiveness: Create and execute a long-term vision for practice management, incorporating industry best practices and field feedback.
• Be a Credible Influence: Build trust with advisors and internal stakeholders by providing valuable guidance and thought leadership.
• Be Results Driven: Develop and execute programs that lead to measurable improvements in advisor performance and client satisfaction.
  
  

Educational/Previous Experience Requirements:

• Significant experience in practice management, advisor coaching, or business development within the wealth management or financial advisory sector.
• Demonstrated success in leading teams and implementing strategic programs that support business growth.
  
  

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
  
  

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

Salary Range: BC (based on Education, Work Experience, etc) $130,000-150,000 in addition to competitive performance bonuses/incentives.

Job

Training and Development

Primary Location

CA-BC-Vancouver-Vancouver

Other Locations

CA-ON-Toronto-Toronto

Organization

PCG Admin

Schedule

Full-time

Status

Permanent Full-Time