
Canadian Investment Bank
Canadian arm of Raymond James Financial, billing itself as Canada's largest independent financial services firm.
Raymond James Ltd. is the Canadian subsidiary of NYSE-listed Raymond James Financial, Inc., created in 2001 from Goepel McDermid, whose predecessor firms date back to 1849. Its core is an advisor-centric wealth management business (about 520 advisors), complemented by trust and wealth-planning services and an institutional capital markets business (investment banking, M&A, equity research, and institutional equity sales and trading) run from Toronto, Vancouver, Calgary and Montreal.
4 interview reports1 open roles54 deals7 people78 sources
Independent-advisor wealth management network across roughly 170 branches; growing by recruiting advisor teams, with a stated target of C$125 billion in assets by 2030.
Advanced planning, tax, estate and insurance support for advisors and their clients.
Trust and estate services through Solus Trust Company and Raymond James Trust (Québec), following the 2023 merger of Raymond James Trust (Canada) with Solus.
Corporate finance and M&A advisory led by a head of investment banking and a vice-chair heading M&A, with equity origination and syndication and a dedicated real estate ECM head; acts as co-lead or bookrunner on Canadian equity offerings.
A product group inside investment banking: it does the modelling and execution on deals the industry coverage teams originate, rather than holding client relationships of its own.
Institutional equity sales, trading and equity research under a single head of equities, plus a Canadian Alts Desk launched in November 2025 to serve alternative and liquid-alt managers.
| Toronto | ON | headquarters |
| Vancouver | BC | office |
| Calgary | AB | office |
| Montreal | QC | office |
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From the inside
Reasons that work in interviews
4 reasons for Raymond James Ltd. (Canada)
Vancouver-anchored Canadian operation, which is a different centre of gravity from the Toronto-first independents.
Mining, energy and real estate are the strongest verticals, directly reflecting Western Canadian issuance.
The US parent gives distribution reach without the Canadian business being a satellite.
Private client and capital markets together means you see the full issuance chain.
Unlock the full insights for Raymond James Ltd. (Canada): every round, the topics tested and what candidates experienced
Interview prep
Each row is a start season; the bars are when you apply. The track starts this month, so how far right a bar sits is how far off it is.
Winter 2027
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Open roles on BSO Jobs1
Industry coverage 1
Own the client relationships in a sector and bring the mandates in.
Real Estate
Real estate coverage within the Equity Capital Markets team, led by a Managing Director, Head of Real Estate hired in February 2024.
Product 1
Sit inside investment banking and work across the coverage teams rather than holding clients of their own. M&A is the one to understand: it does the modelling and execution on deals most coverage groups originate.
Mergers & Acquisitions
M&A advisory under a Vice Chairman, Head of Mergers and Acquisitions; the Toronto investment banking team also handles divestitures, fairness opinions and valuations.

Chief Executive Officer, Raymond James Ltd.
Executive
Leads the Canadian business, responsible for its strategy and overall leadership. Joined Raymond James in 2004 and spent two decades in the UK, running the wealth management arm (Raymond James Investment Services), overseeing capital markets and investment banking as CEO of Raymond James Financial International, and serving as UK country manager. Appointed to the Canadian CEO role in March 2026 subject to CIRO approval; the official leadership page now lists him as CEO.

Non-Executive Chair, Raymond James Ltd.
Board
Non-executive chair who advises management, supports governance and maintains senior client relationships; also non-executive chair of two UK Raymond James entities. Was chair and CEO of Raymond James Ltd. from 2008 to 2021 and served as interim CEO from September 2025 until Peter Moores took over. Earlier vice-chairman and co-head of investment banking at Merrill Lynch Canada and head of ECM at BMO Nesbitt Burns.

Vice Chairman, Head of Mergers and Acquisitions, Raymond James Ltd.
Mergers & Acquisitions
Leads M&A with 30+ years of senior M&A experience. Previously head of M&A at National Bank Financial for 17 years, and earlier at Deutsche Morgan Grenfell's global M&A group and Ernst & Young's M&A practice; a CA and CBV and past president of the Canadian Institute of Chartered Business Valuators.

Senior Managing Director, Head of Investment Banking, Raymond James Ltd.
Investment Banking
Heads Canadian investment banking. Previously a senior partner at Cormark Securities for 16 years, including periods as CEO and head of investment banking, after two other Canadian dealers; has covered consumer/retail, industrials, mining and energy across equity financing and M&A.

Senior Managing Director, Head of Equities, Raymond James Ltd.
Equities (sales, trading and research)
Leads the whole equities business (sales, trading and research) since January 2022 and sits on the RJL operating committee. Joined Raymond James in 2000, became head of US equity sales in 2016 and co-head of institutional equity sales in 2019; listed as Nicole Svec-Griffis on the capital markets contacts page.

Senior Managing Director, Head of Institutional Equity Sales
Institutional Equity Sales
Heads institutional equity sales in Canada and sponsored the launch of the Canadian Alts Desk in November 2025.

Executive Vice President, Head of Wealth Management, Private Client Group, Raymond James Ltd.
Private Client Group
Joined Raymond James in 2020 to run the wealth management relationship with both employee corporate advisors and independent agents, and leads advisor-recruitment growth such as the 2025 Manitoba expansion. Began as a financial advisor in 1993 and has led teams across brokerage, investment counsel, private banking, trust and insurance.
Professional information only, drawn from official biographies and published reporting. BSO never lists private contact details.
Mar 17, 2026
Peter MooresAppointment
Chief Executive Officer
Raymond James (UK) → Raymond James Ltd.
Appointment announced March 17, 2026, pending CIRO approval, to succeed interim CEO Paul Allison; the official leadership page now lists Moores as CEO (exact start date not published).
Nov 13, 2025
Chris PorraccioTeam build
Managing Director, Head of Alternative Equity Strategies
— → Raymond James Ltd.
Leads the newly launched Canadian Alts Desk after earlier institutional equity sales roles on Bay Street.
Sep 2, 2025
Eric LauzonHire
Senior Vice President, Growth and Development
Assante Wealth Management → Raymond James Ltd.
Montreal-based hire to lead national advisor recruitment, joining the Wealth Management Operating Committee.
Sep 2025
Jamie CoulterDeparture
Raymond James Ltd. → —
The long-time Raymond James executive stepped down as CEO of the Canadian business in 2025; chair Paul Allison was appointed interim CEO in September 2025.
Feb 21, 2024
Robert SutherlandHire
Managing Director, Head of Real Estate, Equity Capital Markets
— → Raymond James Ltd.
Real estate specialist with over 25 years in the sector hired to lead real estate within equity capital markets.
Sep 22, 2026
Topaz Energy Corp. (bought deal secondary offering of common shares)
Underwriter · Oil & Gas / Royalties and Infrastructure
Seller Tourmaline Oil Corp.
Tourmaline agreed to sell 10 million Topaz common shares at C$28.75 to underwriters on a bought deal basis for about C$287.5 million, cutting its stake from about 12.9% to 6.4%, and said it would redeploy proceeds into share repurchases.
Sep 14, 2026
Alaris Equity Partners Income Trust (bought deal offering of trust units)
Syndicate member (underwriter) · Financial Services / Private Capital
Alaris announced a C$100 million bought deal of trust units at C$22.40 alongside a US$95 million investment in new partner Nexus; with the over-allotment option exercised in full the offering closed at about C$115 million, with proceeds used to repay credit facility debt.
Jul 22, 2026
AbraSilver Resource Corp.
Co-bookrunner (with National Bank Financial and Beacon Securities) · Metals & Mining (silver)
Bought-deal public offering of common shares at C$14.70, announced at C$45 million and upsized; gross proceeds about C$50 million including the full over-allotment, to advance the Diablillos silver-gold project.
Closed Jul 6, 2026
Diversified Royalty Corp.
Co-lead underwriter (with Scotiabank, alongside joint bookrunners CIBC and ATB Cormark) · Royalties / Consumer
Bought-deal treasury offering of common shares, including full exercise of the over-allotment option.
Dec 8, 2025
Dolly Varden Silver Corporation
Financial advisor to the special committee; fairness opinion · Mining (Silver/Gold)
Buyer Contango ORE, Inc.
Contango ORE and Dolly Varden agreed to merge by plan of arrangement, creating a combined company with a market capitalization of about US$812 million.
Dec 2025
Premium Brands Holdings Corporation
Co-lead underwriter · Food Products
Premium Brands completed $600 million of public subscription receipt and convertible debenture offerings plus a concurrent private placement; the original launch date is not given in the cited release.
Sep 25, 2025
Martin Wealth Management, Miles Wealth Management Group and Ruban Stark Wealth Partners
Acquirer · Wealth Management
Buyer Raymond James Ltd.
Added three Winnipeg advisor teams with over C$1 billion in combined client assets, entering Manitoba and creating its 12th Canadian corporate branch.
Jul 7, 2025
Sandstorm Gold Ltd. and Horizon Copper Corp.
Financial advisor to Royal Gold · Mining & Metals (Royalties/Streaming)
Buyer Royal Gold, Inc.
Royal Gold agreed to acquire Sandstorm in an all-share deal valued at about $3.5 billion, and concurrently Horizon Copper in an all-cash deal of about $196 million.
Jul 2, 2025
Theratechnologies Inc.
Independent financial advisor to the special committee; fairness opinion · Pharmaceuticals
Buyer CB Biotechnology, LLC (Future Pak)
Future Pak affiliate CB Biotechnology agreed to acquire Theratechnologies for US$3.01 per share in cash plus a CVR, up to US$254 million in total.
May 11, 2025
MAG Silver Corp.
Independent fairness opinion to the special committee and board · Mining - Silver
Buyer Pan American Silver Corp.
Pan American agreed to acquire MAG Silver, owner of an interest in the Juanicipio silver mine joint venture, for total consideration of about US$2.1 billion ($20.54 per share) in cash and shares.
Nov 14, 2024
AllTrades Industrial Properties, LLC
Fairness opinion to the Trust · Real Estate (industrial)
Buyer AIP Realty Trust
AIP Realty Trust agreed to acquire AllTrades Industrial Properties for up to US$78.7 million, alongside a US$2.2 million strategic investment by Plymouth Industrial OP.
Oct 21, 2024
Rio2 Limited
Co-lead agent of the public offering · Mining (gold)
Rio2 announced a construction financing package for its Fenix gold project in Chile of about US$150 million plus C$45 million, combining a US$120 million Wheaton Precious Metals package (prepay, standby loan and private placement) with a public equity offering.
Oct 4, 2024
SilverCrest Metals Inc.
Financial advisor to SilverCrest; fairness opinion to the board · Mining (silver)
Buyer Coeur Mining, Inc.
Coeur Mining agreed to acquire SilverCrest, owner of the Las Chispas silver-gold mine in Mexico, at an exchange ratio of 1.6022 Coeur shares per SilverCrest share, implying equity value of about US$1.7 billion.
Sep 23, 2024
Arizona Sonoran Copper Company Inc.
Co-lead underwriter and joint bookrunner · Mining (copper)
Arizona Sonoran announced a bought deal public offering of about 17.2 million common shares at C$1.45 for gross proceeds of about C$25 million.
Aug 19, 2024
Dolly Varden Silver Corporation
Underwriter (syndicate member) · Mining (silver exploration)
Dolly Varden Silver announced a C$25 million bought deal financing of common shares at C$1.00 and flow-through shares at C$1.25, with participation by Eric Sprott.
May 14, 2024
CES Energy Solutions Corp.
Co-manager · Oilfield Services
CES agreed to sell $200 million of 6.875% senior unsecured notes due 2029 by private placement.
Apr 26, 2024
Adventus Mining Corporation
Independent fairness opinion to the Adventus board · Mining (Base metals)
Buyer Silvercorp Metals Inc.
Silvercorp agreed to acquire Adventus and its El Domo project in Ecuador by plan of arrangement at 0.1015 Silvercorp shares per Adventus share (about C$0.50), alongside a C$25.6 million share placement into Adventus.
Jan 17, 2024
Dye & Durham Limited
Underwriter (syndicate member) · Legal Technology
Dye & Durham agreed a bought deal of 10.4 million shares at C$12.10 (about $126 million); with the over-allotment exercised it closed at about $145 million.
Dec 14, 2023
Ceapro Inc.
Financial advisor to Aeterna · Healthcare / Biotech
Buyer Aeterna Zentaris Inc.
Aeterna Zentaris and Ceapro agreed to a merger of equals to create a diversified biopharmaceutical company.
Nov 13, 2023
Marathon Gold Corporation
Capital markets advisor to Calibre · Mining
Buyer Calibre Mining Corp.
Calibre agreed to acquire Marathon Gold, developer of the Valentine gold project, in an all-share deal worth about C$345 million, plus a C$40 million concurrent financing.
Aug 1, 2023
Pipestone Energy Corp.
Fairness opinion to the Pipestone board · Oil & Gas
Buyer Strathcona Resources Ltd.
Strathcona agreed to acquire Pipestone in an all-share transaction that created a public company with an initial enterprise value of about C$11.5 billion.
May 11, 2023
Absolute Software Corporation
Financial advice to the special committee · Technology / Software
Buyer Crosspoint Capital Partners
Crosspoint Capital Partners agreed to acquire Absolute Software for an enterprise value of about US$870 million by plan of arrangement.
Feb 27, 2023
Millennial Precious Metals Corp.
Joint bookrunner, bought deal subscription receipts · Mining
Buyer Integra Resources Corp.
Integra and Millennial agreed to an at-market merger, alongside a strategic investment from Wheaton Precious Metals and a bought deal subscription receipt financing.
Nov 10, 2022
Maverix Metals Inc.
Financial advisor to Maverix; fairness opinion · Mining (Royalties & Streams)
Buyer Triple Flag Precious Metals Corp.
Triple Flag agreed to acquire royalty company Maverix by plan of arrangement, implying an equity value of about US$606 million.
Nov 17, 2021
Definity Financial Corporation
Co-manager · Insurance (Property & Casualty)
Definity priced its demutualization IPO of 63.6 million common shares at $22, together with cornerstone private placements, for about $2.1 billion in total.
The former UK chief of Raymond James will lead the Canadian business once approved by CIRO; Paul Allison remains CEO meanwhile.
New institutional desk led by Chris Porraccio targets alternative and liquid-alt asset managers with Canadian equity strategies.
Advisor-team acquisition bringing more than C$1 billion in client assets and a new corporate branch.
Chair Paul Allison took over as interim CEO after Coulter's departure.
Partnership with FNZ intended to bring AI-enabled tools and straight-through processing to Canadian advisors.
Robert Sutherland joined as Managing Director, Head of Real Estate.
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Tourmaline Oil Corp. and Topaz Energy Corp. (CNW) · Oct 8, 2026 · newswire.ca
Tourmaline Oil Corp. and Topaz Energy Corp. (CNW) · Sep 22, 2026 · newswire.ca
Alaris Equity Partners Income Trust (GlobeNewswire) (search snippet) · Sep 14, 2026 · globenewswire.com
GlobeNewswire (AbraSilver Resource Corp.) · Jul 29, 2026 · globenewswire.com
GlobeNewswire (Diversified Royalty Corp.) · Jul 6, 2026 · globenewswire.com
Raymond James Ltd. (via Cision/Newswire) · Mar 17, 2026 · newswire.ca
Premium Brands Holdings Corporation via CNW · Dec 17, 2025 · newswire.ca
Dolly Varden Silver Corporation (SEC Form 6-K, Exhibit 99.1) · Dec 8, 2025 · sec.gov
Raymond James Ltd. (via Cision/Newswire) · Nov 13, 2025 · newswire.ca
Raymond James Ltd. (via Cision/Newswire) · Sep 25, 2025 · newswire.ca
Raymond James Ltd. (via Cision/Newswire) · Aug 25, 2025 · newswire.ca
Sandstorm Gold Ltd. via CNW · Jul 7, 2025 · newswire.ca
Theratechnologies Inc. (SEC Form 6-K, Exhibit 99.1) · Jul 2, 2025 · sec.gov
Raymond James Ltd. (via Cision/Newswire) · Jun 25, 2025 · newswire.ca
Pan American Silver Corp. (Form 6-K exhibit, SEC EDGAR) · May 11, 2025 · sec.gov
AIP Realty Trust via GlobeNewswire · Nov 14, 2024 · globenewswire.com
Rio2 Limited via GlobeNewswire · Oct 21, 2024 · globenewswire.com
SilverCrest Metals Inc. Form 6-K exhibit (SEC EDGAR) · Oct 4, 2024 · sec.gov
Arizona Sonoran Copper Company Inc. via GlobeNewswire · Sep 23, 2024 · globenewswire.com
Dolly Varden Silver Corporation via GlobeNewswire · Aug 19, 2024 · globenewswire.com
Raymond James Ltd. (via Cision/Newswire) · Jun 10, 2024 · newswire.ca
CES Energy Solutions Corp. via CNW · May 14, 2024 · newswire.ca
Silvercorp Metals Inc. and Adventus Mining Corporation via CNW · Apr 26, 2024 · newswire.ca
Raymond James Ltd. (via Cision/Newswire) · Feb 21, 2024 · newswire.ca
Dye & Durham Limited via CNW · Feb 6, 2024 · newswire.ca
Dye & Durham Limited via CNW · Jan 17, 2024 · newswire.ca
Aeterna Zentaris Inc. (SEC EDGAR exhibit) · Dec 14, 2023 · sec.gov
Calibre Mining Corp. and Marathon Gold Corporation via GlobeNewswire · Nov 13, 2023 · globenewswire.com
Strathcona Resources Ltd. via CNW · Aug 1, 2023 · newswire.ca
Absolute Software Corporation (SEC EDGAR exhibit) · May 11, 2023 · sec.gov
Integra Resources Corp. (SEC EDGAR exhibit) · Feb 27, 2023 · sec.gov
Triple Flag Precious Metals via Business Wire (SEC 6-K) · Nov 10, 2022 · sec.gov
Definity Financial Corporation via CNW · Nov 17, 2021 · newswire.ca
Cision / Newswire · Date unavailable · newswire.ca
Raymond James Ltd. · Date unavailable · raymondjames.ca
Raymond James Ltd. · Date unavailable · raymondjames.ca
Raymond James Ltd. · Date unavailable · raymondjames.ca
Raymond James Ltd. · Date unavailable · raymondjames.ca
Raymond James Ltd. (via BSO Jobs) · Date unavailable · baystreetoracle.ca
Alaris Equity Partners Income Trust via BNN Bloomberg (press release, GlobeNewswire) · Sep 28, 2026 · bnnbloomberg.ca
Advisor.ca · Mar 17, 2026 · advisor.ca
Bay Street Oracle · Oct 8, 2026 · intelligence.baystreetoracle.ca
Showing sources for the free preview. 36 further sources support the locked intelligence on this page.
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Fall 2027
Apply from May 2027
Posting open May to Jun; Interviews Jun to Jul; Offers Jul to Aug.Summer 2028
Apply from May 2027
Posting open May to Aug; Interviews Sep; Offers Oct.Programs
Summer Analyst · Canada
The independents recruit on their own campus cycles rather than a common one, and the spread is wide: some post in the autumn for the summer after next, while others close as late as the end of January. Postings often sit on school career boards rather than a public careers page, so check both. BSO has not confirmed a timetable for Raymond James Ltd. (Canada) on an official page: this records that the intake exists and what the category's cycle looks like, not a published date. Confirm with the firm before you plan around it.
Co-op / Off-cycle intern · Canada
Fall and winter terms are a real route in at this size — the classes are smaller than the summer one and the competition is thinner, and a good off-cycle term usually converts. BSO has not confirmed a timetable for Raymond James Ltd. (Canada) on an official page: this records that the intake exists and what the category's cycle looks like, not a published date. Confirm with the firm before you plan around it.
Typical background
GuidanceOne prior internship: a small PE fund, a small investment bank, or corporate development.
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Raymond James Ltd. (Canada) is hereBoutiques, small-cap dealers and deal advisory
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