Raymond James Ltd. Tech Stack

Canadian independent investment dealer serving high-net-worth and institutional clients

Financial Services Toronto, ON 5,001–10,000 employees Founded 2001 Public Company

Raymond James Ltd. is Canada's largest independent investment dealer, operating a traditional wealth management and advisory platform built on Salesforce, Bloomberg Terminal, FactSet, and capital markets infrastructure. Hiring is skewed heavily toward finance (52 roles) and sales (33 roles) with minimal engineering footprint (3 roles), reflecting a human-advisory business model rather than product-driven transformation. Active pain points—high-volume fund processing, advisor onboarding, and regulatory compliance—indicate operational scaling challenges typical of firms managing billions in client assets without deep internal tech leverage.

Tech Stack 31 technologies

Core StackSalesforce Dynamics 365 Docusign ADP Jira Confluence ServiceNow Microsoft Office Word Excel Outlook LinkedIn Twitter Internet Explorer Meta Instagram YouTube FactSet PowerPoint Adobe Acrobat Visio XML Bloomberg Terminal Eikon Capital IQ CRM Adobe Bloomberg Arrow Microsoft 365

What Raymond James Ltd. Is Building

◆Challenges

High-volume fund processing
Transitioning new advisors
Ensuring compliance with regulations
System and administrative issues
Recruiting high-performing advisors
High-volume demanding environment
Expanding advisor network
Regulatory audit compliance
Staff development and talent acquisition
Rejected transfer issues

▲Active Projects

Operational training
Proactive social media campaign
Email campaigns
Marketing initiatives
Advisor events and national conferences
Client and charitable events planning
Website management
Training and support process
Policy implementation
Stationary and business card printing

Hiring Activity

Steady140 roles · 50 in 30d

Department

Finance

Sales

Ops

Support

Legal

Engineering

Compliance

Seniority

Mid

Junior

Senior

Intern

Manager

Principal

Company intelligence

Find more companies like Raymond James Ltd. by tech stack, pain points and active projects

Get started free

About Raymond James Ltd.

Raymond James Ltd. is the Canadian subsidiary of Raymond James Financial, Inc. (NYSE: RJF), established in its current form in 2001 following the acquisition of Goepel McDermid Inc. The firm expanded significantly in 2016 with the acquisition of 3Macs (MacDougall, MacDougall & MacTier Inc.), integrating over CAD 6 billion in client assets and 72 advisors. Raymond James Ltd. operates as Canada's largest independent investment dealer, serving individual, institutional, and corporate clients through wealth management, financial planning, estate planning, and investment services. The firm is regulated under the Canadian Investor Protection Fund (CIPF). Operations span investment advisory, corporate finance, capital markets, and trust services across a Canadian footprint with 5,001–10,000 employees.

HeadquartersToronto, ON

Company Size5,001–10,000 employees

Founded2001

Hiring MarketsCanada

Frequently Asked Questions

What tech stack does Raymond James Ltd. use?

Salesforce (CRM), Bloomberg Terminal, FactSet, Capital IQ, Dynamics 365, ServiceNow, Docusign, ADP, and Microsoft 365 suite (Office, Excel, Outlook). Jira and Confluence for internal collaboration.

Where is Raymond James Ltd. headquartered?

Toronto, Ontario, Canada. The firm operates exclusively within Canada and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), headquartered in the United States.