Event Coordinator

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. Event Coordinator How does the role impact the organization? Reporting to Senior Manager, Corporate Events & Sponsorships, the Event Coordinator plays a key role in the planning and execution of high-profile internal and external corporate events for advisors, clients and employees. These events strengthen brand reputation, foster relationships and support strategic messaging while reinforcing the firm’s client-first culture and contributing to business development and client retention. Positioned within Corporate Communications & Marketing, the role ensures all events align with corporate strategy, key messages and brand standards, and collaborates closely with leadership, marketing, corporate communications, compliance and external vendors. This is a resident role based in the Toronto office requiring a minimum of three (3) days per week in office. The role also requires regular in-person presence for vendor and partner meetings, onsite events, site inspections, and travel, as required, to support firm events and programs. What will your role be responsible for? Assist in the execution of all aspects of corporate events, including conferences, community engagement initiatives, corporate meetings, and networking functions Collaborate with internal stakeholders across business units to define event objectives, messaging, themes, and target audiences Assist with event budgets, forecasts, expenses, and final reconciliations to ensure cost‑effective planning and financial accountability Coordinate event logistics, including venue sourcing and contract negotiation, catering, audio‑visual production, transportation, accommodations, and onsite operations Contribute to event creativity, including developing and executing engaging themes for various events. Develop and maintain detailed event timelines, production schedules, run‑of‑show documents, and communication plans Liaise with and manage internal clients as well as external vendors, sponsors, agencies, and partners to ensure deliverables, service standards, and contractual obligations are met Ensure all events comply with company policies, brand standards, and applicable industry regulations Proactively identify and mitigate risks related to logistics, safety, compliance, and reputation Assist with onsite execution and real‑time decision‑making during events, resolving issues quickly and professionally Manage the internal events inbox, including monitoring messages, responding as appropriate, and escalating items as needed. Mentor volunteer or marketing team members as required Evaluate event success through post‑event reporting, stakeholder feedback, and ROI analysis to inform continuous improvement and future planning What can you expect from us? Our most important investment is in people. Upon eligibility, Raymond James Ltd. offers flexible workstyles along with a competitive compensation and benefits package. Our comprehensive benefits include health benefits, RRSP Matching Program, Employee Stock Purchase Plan, paid time off, volunteer days, discretionary bonuses, tuition reimbursement and more. We are also committed to supporting internal career growth and community involvement. 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. Event Coordinator How does the role impact the organization? Reporting to Senior Manager, Corporate Events & Sponsorships, the Event Coordinator plays a key role in the planning and execution of high-profile internal and external corporate events for advisors, clients and employees. These events strengthen brand reputation, foster relationships and support strategic messaging while reinforcing the firm’s client-first culture and contributing to business development and client retention. Positioned within Corporate Communications & Marketing, the role ensures all events align with corporate strategy, key messages and brand standards, and collaborates closely with leadership, marketing, corporate communications, compliance and external vendors. This is a resident role based in the Toronto office requiring a minimum of three (3) days per week in office. The role also requires regular in-person presence for vendor and partner meetings, onsite events, site inspections, and travel, as required, to support firm events and programs. What will your role be responsible for? Assist in the execution of all aspects of corporate events, including conferences, community engagement initiatives, corporate meetings, and networking functions Collaborate with internal stakeholders across business units to define event objectives, messaging, themes, and target audiences Assist with event budgets, forecasts, expenses, and final reconciliations to ensure cost‑effective planning and financial accountability Coordinate event logistics, including venue sourcing and contract negotiation, catering, audio‑visual production, transportation, accommodations, and onsite operations Contribute to event creativity, including developing and executing engaging themes for various events. Develop and maintain detailed event timelines, production schedules, run‑of‑show documents, and communication plans Liaise with and manage internal clients as well as external vendors, sponsors, agencies, and partners to ensure deliverables, service standards, and contractual obligations are met Ensure all events comply with company policies, brand standards, and applicable industry regulations Proactively identify and mitigate risks related to logistics, safety, compliance, and reputation Assist with onsite execution and real‑time decision‑making during events, resolving issues quickly and professionally Manage the internal events inbox, including monitoring messages, responding as appropriate, and escalating items as needed. Mentor volunteer or marketing team members as required Evaluate event success through post‑event reporting, stakeholder feedback, and ROI analysis to inform continuous improvement and future planning What can you expect from us? Our most important investment is in people. Upon eligibility, Raymond James Ltd. offers flexible workstyles along with a competitive compensation and benefits package. Our comprehensive benefits include health benefits, RRSP Matching Program, Employee Stock Purchase Plan, paid time off, volunteer days, discretionary bonuses, tuition reimbursement and more. We are also committed to supporting internal career growth and community involvement. What do we expect from you? Bachelor’s degree in Event management, Marketing or related field Proven experience (2+ years) in event planning, preferably within the financial industry Strong organizational skills and attention to detail Excellent communication and negotiation abilities Ability to work independently and as part of a team Flexibility to work evenings and weekends as needed. Desirable: Hands on working knowledge of event and marketing platforms, with Swoogo considered a strong asset alongside tools such as Adobe, Box.com, TripBuilder, Advisor Stream Working knowledge of virtual and hybrid event platforms including Zoom and Microsoft Teams Strong skills in Microsoft Excel, PowerPoint, and Outlook with the ability to manage data, and support complex event workflows We encourage 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 Salary Range: $60,000 - 72,000 annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements. This posting is for an existing vacancy. 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 people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process. We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making. What do we expect from you? Bachelor’s degree in Event management, Marketing or related field Proven experience (2+ years) in event planning, preferably within the financial industry Strong organizational skills and attention to detail Excellent communication and negotiation abilities Ability to work independently and as part of a team Flexibility to work evenings and weekends as needed. Desirable: Hands on working knowledge of event and marketing platforms, with Swoogo considered a strong asset alongside tools such as Adobe, Box.com, TripBuilder, Advisor Stream Working knowledge of virtual and hybrid event platforms including Zoom and Microsoft Teams Strong skills in Microsoft Excel, PowerPoint, and Outlook with the ability to manage data, and support complex event workflows We encourage 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 Salary Range: $60,000 - 72,000 annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements. This posting is for an existing vacancy. 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 people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process. We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

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