Job Description

2500222

What is the Opportunity?



Raymond James Ltd. is one of Canada's leading independent investment dealers, with a complete offering of high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.



Specifically, the Portage Cross Border Wealth Management team located in Oakville, Ontario is seeking a full-time, Associate Financial Advisor/Financial Planner.



The primary role of the Associate Financial Advisor is to support the fast-paced, growing Advisory team by ensuring the clients receive outstanding service. The ideal candidate will have at least two years of previous experience, ideally within a financial services firm, as well as excellent communication skills, attention to detail, and the ability to handle multiple tasks and prioritize effectively. The candidate should also be comfortable working in a fast-paced, dynamic team environment and be able to adapt to changing needs and priorities.



What will you do?


Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions. Effectively respond to client account inquiries and take ownership of follow-ups. Identify opportunities for asset consolidation and referrals across the existing client base Trading and / or portfolio rebalancing support. Foster and support client relationships by liaising with clients, responding to requests, and demonstrating proactive problem solving. Support clients' general day-to-day administrative and trade requests in a timely and confidential manner. Handle incoming and outgoing phone calls with clients and respond to requests for information; Schedule appointments, prepare for meetings, and follow-up;

What do you need to succeed?



Must-have:


Approval as a Registered Representative (RR) with CIRO Successful completion of the Wealth Management Essentials (WME) course University degree Exceptional written and verbal communication skills High level of time management, organizational skills, and attention to detail Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients. Have a strong sense of ethics, integrity and take personal responsibility seriously. Ability to work in a team environment and demonstrate a professional, friendly manner. Strong skills in working with business applications/technology, including Microsoft Office Suite

Nice-to-have:


4 years or more of professional experience within the investment industry Chartered Investment Manager (CIM) designation Certified Financial Planner (CFP) certification Knowledge of Raymond James Ltd. systems and procedures

What's in it for you?


Base salary of $50,000 to $60,000 based on previous work experience and education plus competitive performance bonuses/incentives. Flexible benefits program offering health, dental, life/disability insurance and RRSP matching. Leaders who support your development through training and coaching An opportunity to make a difference and have a lasting impact on the lives of others. The chance to work on a dynamic, collaborative, and high-performing team.

If you are interested in joining our team, please submit your resume and cover letter, quoting the position by 04/30/2025 to:


Neil Vyas | (905) 582-0143 | neil.vyas@raymondjames.ca Address: 2265 Upper Middle Road E., Suite 102, Oakville, ON L6H 0G5

We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check. We thank all candidates for their interest and advise that only those under consideration will be contacted.



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 us using the above details and we will be happy to help.

Job

Wealth management

Primary Location

CA-ON-Oakville-Oakville

Organization

PCG IFS

Schedule

Full-time