What you can do with less restrictions and more possibilities

Do you know what’s keep you frow growing? Or what’s keeping you from leaving?  

We ask advisors this question because in the current environment, where steep competition challenges your growth objectives, any added restrictions on service and marketing strategy can all but disable your efforts to grow your practice. 

Standing above the competition means doing what no one else is doing. It’s your individual unique value that stands to bring you the most growth, so your best opportunity is having the freedom to develop your own practice. 

This is what Raymond James offers advisors. 

  • The Raymond James Vancouver Island branches are dynamic offices designed to open our advisors up to the possibilities of independent growth. Free from the usual bank-owned restrictions around practice development, payouts, compliance and products, we explore any and all ways to realize opportunities for growth in the industry. 

    • Infrastructure that allows for individual ownership and equity ownership opportunities 
    • The freedom to develop your own brand and the resources to do so 
    • Fee-based platform and zero proprietary products, so that you can serve your clients with complete objectivity 
    • Resources for advanced wealth management services, such as the Private Client Group and its suite of solutions and strategies 
    • Close-knit team culture and regular idea-sharing 
    • Technology initiatives to keep up with available tools that can increase the value and efficiency of your practice 
    • Alignment with Raymond James’ commitment to sustained growth and leadership in Canada 

  • Our aim is to provide you with the resources you need for growth in today’s competitive environment, and to put those resources right at your fingertips. Raymond James offers a number of concrete resources and distinct benefits for advisors, which include: 

    • Full book ownership within an independent structure 
    • Option to benefit from equity ownership in NYSE-listed Raymond James Financial 
    • Initiatives for women advisor recruitment, retention and education through The Raymond James Network for Women Advisors 
    • Tools and resources to capture and leverage your distinctive value 
    • Premium marketing support with channels for individual advisor practices 
    • Our advisor desktop portal and technology tools to improve practice efficiency and profitability 
    • Private Client Solutions team offering a dynamic menu of investment strategies and ideas 
    • Succession planning and mentor programs to drive progress 
    • Alignment with Raymond James’ commitment to sustained growth and leadership in Canada 
    • Robust technology platform including support for social media 
    • Branch Management committed to advisor growth 
    • One-of-a-kind US-Canada platform for cross-border clients 

  • As a branch, we find success in leveraging the individual skills of each of our advisors. That’s why we offer the following services and resources for defining and building your practice the way you envision it: 

    • Premium branded materials designed around your practice 
    • Tools and resources to capture and leverage your distinctive value 
    • Branch Management committed to advisor growth 
    • Regularly-scheduled consultations and strategy sessions to keep you on track to your growth objectives 
    • Team-building and client appreciation events arranged through the branch 
    • Robust technology platform including support for social media 
    • Freedom from the pressure to promote certain investments and proprietary products