HiringCafe
Posted 1d ago

Associate Financial Advisor

@ Raymond James Financial
View All Jobs
Toronto, Ontario, Canada
OnsiteFull Time
Responsibilities:Manage portfolios, Meet clients, Execute trades
Requirements Summary:Full-time Associate Financial Advisor; IIROC licensed with RR designation; CSC, CPH, WME preferred; finance degree; 5+ years investment/financial services; experience with ETFs, mutual funds, and securities; strong client-facing skills.
Technical Tools Mentioned:Dataphile, Croesus, FactSet, Morningstar
Save
Mark Applied
Hide Job
Report & Hide
Job Description

Job Summary

Raymond James is seeking a full-time Associate Financial Advisor for one of our independent branches. 

This position requires an energetic, ambitious and driven investment professional. The successful candidate must have meticulous attention to detail, possess a positive attitude, and has superior interpersonal skills, as they will be dealing directly with clients.  

Specifically, you will:

  • Work closely with the lead advisor to manage investment portfolios; 
  • Deal directly with clients, attend client meeting, present investment ideas and encourage disciplined investor behavior;
  • Build, monitor and re-balance customized investment portfolios, in accordance with client’s profile and compliance requirements;
  • Assist in research, analysis, asset mix decisions, and investment product selection;
  • Execute trades;
  • Prepare investment policy statements, investment proposals & client review presentations;
  • Provide high quality client service, including phone, email, written & in-person communication;
  • Liaise with team to ensure that client portfolios are consistent with clients’ financial plans;
  • Maintain high standards of integrity, objectivity and expertise;
  • Build a profitable business and attract new clients in partnership with lead advisor; and
  • Assist team with administration when required and other duties as assigned.

To qualify for this opportunity, you are:

  • Client-centered, and put clients’ interests first;
  • Entrepreneurial;
  • Analytical;
  • Energetic, ambitious and outgoing;  
  • Able to build strong, lasting relationships with high net worth clients; and
  • Able to work independently and in a team environment and demonstrate a professional and friendly manner. 

Qualifications required:

  • IIROC licensed, candidate must hold an RR Designation and have completed their CSC, CPH and WME, CIM an asset;
  • Business degree with finance focus; and
  • Minimum of 5 years’ experience in investment and/or financial services industry;
  • Experience managing globally diversified portfolios with ETFs, F-class mutual funds and individual securities;
  • Outstanding interpersonal skills; and 
  • Demonstrated ability to attract new clients. 

 

Nice to have:

  • Familiarity with Dataphile, Croesus, FactSet or Morningstar; and
  • CFP designation or interest in completing.