Lead Practice Management Consultant at Raymond James

Step into a pivotal role at Raymond James as a Lead Practice Management Consultant, focused on elevating Financial advisors’ practices throughout Canada. Harness your expertise in Financial Services in a dynamic work environment.

In this position, you will act as a central resource for Financial advisors, guiding them on best practices while addressing their unique challenges. Your expertise in Practice Management will facilitate the development of programs designed to optimize their business operations. Building strong relationships with Branch Managers and participating in workshops will be key components of your success.

Key Responsibilities:
• Design and enact Practice Management programs for Financial advisors
• Lead workshops to share insights and best practices
• Cultivate relationships with Branch Managers for effective support
• Work with the VP for personalized advisory solutions
• Help advisors identify and address gaps...