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Marketing Manager, Advisor Experience
2 weeks ago
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.
Marketing Manager, Advisor Experience
How does the role impact the organization?
We're looking for a strategic and detail-oriented Marketing Manager to join our Advisor Experience team. In this role, you'll be a key partner to our top-performing financial advisors, helping them elevate their brand and marketing presence through tailored, high-impact client and prospect marketing solutions . You'll collaborate across our in-house marketing team and other stakeholders—spanning design, digital, social media, media relations, corporate content, supervision, compliance and branch managers—to deliver seamless, integrated marketing solutions that reflect the Raymond James brand and drive measurable engagement and lead-generation results for advisors.
This is an exciting opportunity for a marketing professional with agency-side experience (preferred) and a passion for client service to make a meaningful impact in the growing wealth management space.
What will your role be responsible for?
- Lead advisor marketing intake and project coordination, ensuring clear communication of requests, timelines, and deliverables across internal teams and stakeholders.
- Act as a brand steward, reviewing and advising on edits to advisor marketing materials to reflect creative and copy best practices, and alignment with brand and compliance standards.
- Provide strategic marketing guidance to advisors, while collaborating with other marketing subject matter experts, to help advisors position their practices in a professional, client-centric, and differentiated way.
- Analyze advisor needs and marketing trends to identify scalable solutions, workflow improvements, and creative opportunities.
- Support advisor training and enablement, including a quarterly training series, toolkit development, and troubleshooting support.
- Contribute to strategic initiatives, such as competitive reviews, presentation development, and enhancements to our advisor service model.
What can you expect from us?
Our most important investment is in people, 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?
- 3–5 years of progressive professional marketing experience, ideally in a hybrid of agency and in-house roles.
- Experience in financial services (ideally wealth management) or professional services is strongly preferred.
- A degree or diploma in Marketing, Communications, Journalism, or a related field is preferred.
- Strong project management skills with the ability to juggle multiple priorities and stakeholders.
- Excellent writing, editing, and verbal communication skills in English is a must, with the ability to effectively articulate and present ideas to senior team members and advisors. French proficiency considered an asset.
- Experience in traditional, print, digital, email and social marketing, with demonstrated experience and interest in emerging technologies like generative AI.
- Proficient with MS Office, including Excel and developing PowerPoint Presentations.
- A sharp eye for design and branding, with solid knowledge of creative best practices and creative briefs.
- A client-first mindset with a passion for delivering value and building relationships.
- A proactive, solutions-oriented approach and a desire to continuously learn and grow.
Why Join Us?
You'll be part of a collaborative, fun, high-performing multidisciplinary marketing team that values creativity, curiosity, and continuous improvement. This role offers the opportunity to work closely with senior leaders, expand your marketing toolkit, and grow your career in a supportive and dynamic environment.
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
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 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.
Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact Human Resources via email at
Job
Marketing
Primary Location
CA-ON-Toronto-Toronto
Organization
CC&M
Schedule
Full-time
Status
Permanent Full-Time
