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New Job Private Client Group Summer Intern In British Columbia

Private Client Group Summer Intern
Private Client Group Summer Intern

Private Client Group Summer Intern

Company : Raymond James Financial
Salary : Details not provided
Location : British Columbia

Full Description

Private Client Group Summer Intern

  • 2200402

Job Summary

Raymond James is one of North America's leading independent full-service investment dealers with an extensive presence across Canada and the United States. Raymond James Ltd. is the Canadian subsidiary of Raymond James Financial, Inc. Established in 1962, our parent firm made its initial public offering in 1983 and is listed on the New York Stock Exchange using the ticker symbol RJF.

Raymond James Ltd. is seeking a student enrolled in an undergraduate program in Management, Business or Marketing to work in our Kelowna branch as part of the co-op program. Throughout the internship, you will share experiences with different team members ranging from Branch Manager to Financial Advisors, participate in learning, development and mentoring sessions while adding value through your unique and fresh perspective by leveraging on your academic learnings.

Under the mentorship of the Branch Manager, you will be helping them develop the branch’s online presence and further their competitive recruiting efforts. Under a safe learning environment, you will be assisting with redesigning the branch website, developing and implementing the new social media strategy, interviewing and obtaining quotes from videography companies and developing scripts for marketing and promotional videos. You will also get excellent exposure to recruiting and event-management.

Essential Duties and Responsibilities

  • Identifying opportunities for branding, partnership, sponsorship and speaking opportunities for the branch manager;
  • Researching and brainstorming new marketing tactics and events;
  • Assisting in marketing and recruiting campaigns as well as event recaps;
  • Drafting and managing distribution of client marketing communications, including email, website, and common social media channels;
  • Building and updating media lists for marketing and recruitment activities;
  • Creating engaging social media content and brainstorming new social initiatives; and
  • Assisting with other projects as needed.

Knowledge, Skills and Abilities

Knowledge of

  • MS Office including Word, Excel and Outlook;
  • Social media applications like LinkedIn, Twitter, etc; and
  • Website maintenance, HTML and Photoshop an asset

Skill in

  • Analytics;
  • Written, verbal and interpersonal communication; and
  • Organization and time management.

Ability to

  • Prioritize;
  • Multitask;
  • Work in a dynamic team environment and demonstrate a professional and friendly manner; and
  • Show flexibility and willingness to assist others as required.

Educational/Previous Experience Requirements

  • Minimum three completed years of study with classwork related to business, finance or marketing;
  • Experience with digital marketing is a definite asset;
  • General investment industry understanding an asset;
  • Knowledge of Google Analytics is an asset; and
  • Experience with Microsoft CRM is an asset.


  • Completion of the Canadian Securities Course is an asset.

Inspired by the Power of Perspectives

Raymond James has always been about people. Building a diverse workforce and creating an inclusive work environment – a place where everyone feels welcomed, valued, respected and heard – is a natural extension of our values-based culture and our vision to be a financial services firm as unique as the people we serve. Here, advisors and associates can bring their whole selves to work – to fully contribute their distinct insights for the benefit of clients, our firm and our communities. Because each of us has something to share, and something to learn. You Belong Here.

Raymond James Guiding Behaviors

Raymond James Guiding Behaviours

At Raymond James Ltd, our associates use five guiding behaviours (Develop, Collaborate, Decide, Deliver, and Improve) to deliver on the firm's core values of client-first, integrity, conservatism and independence.

We expect 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

Job Wealth management
Primary Location CA-BC-Kelowna-Kelowna
Organization Branch