Job Description

Financial Advisor

• 2300402

The MoneyPower Group of Raymond James provides comprehensive integrated investment and wealth management services to successful families and individuals. Our clients often come to us for the first time when they are facing a major life change. Priorities can shift when life is disrupted. Our transition-management processes help people plan, prosper and thrive when life shifts. We recognize that, while the technical aspects of money are complex and important, it is the human element that drives decision-making. The MoneyPower Group of Raymond James is growing. This is a new position. We use a team-centred approach, so that our clients benefit from the collective knowledge and skill sets of our members, associates, and specialists.
The ideal candidate

• Loves business development, marketing and client acquisition
• Is client-centered, and put clients\xe2\x80\x99 interests first
• Has solid experience and understanding of financial planning and/or investment management
• Is a keen problem-solver
• Has built a successful financial planning or investment practice, and wants to collaborate with a team who has complementary skills
• Exhibits strong written and verbal communication
• Supports an investment strategy that focuses on globally diversified asset allocation, using ETFs and F-class mutual funds
• Is passionate about providing objective, integrated, holistic advice, to help clients achieve financial security in keeping with their goals, values and attitudes
• Patient, approachable, supportive, with a positive attitude
• Analytical, and pays close attention to detail
• Able to build strong, lasting relationships with high net worth clients
• Able to work independently, and in a team environment
• Capable of meeting deadlines and juggling priorities

Educational Requirements:
o A university degree
o Canadian Securities Course.
o Conduct & Practices Handbook Course
o Must be registered with Securities Regulator in Ontario
o Must be a member of Investment Industry Regulatory Organization of Canada (IIROC)
o CFP, CFA, CIM or similar designation

Experience:

• A minimum of 10 years full-time industry experience as a financial advisor
• Demonstrated entrepreneurial experience
• Demonstrated success in attracting clients and building deeper relationships
• Minimum assets under management of $50,000,000
• In-depth knowledge of cashflow management techniques, risk management, planning for retirement, retirement income planning, income tax, investment and portfolio management, and estate planning
• Demonstrated success in guiding clients towards their goals
• Outstanding interpersonal skills

Opportunity

• Competitive compensation grid
• Transition support with experienced Branch Administrator
• Digital onboarding process
• Flexible work style
• Health benefits, including life and disability coverage

If you are interested in exploring this opportunity, please submit your cover letter and resume to: JoAnne Anderson
MoneyPower Group | Raymond James
4263 Sherwoodtowne Blvd Suite 200
Mississauga, ON L4Z 1Y5 Email: joanne.anderson@raymondjames.ca
No phone calls please We will treat all applications with complete discretion and confidentiality as we do our own clients. To be considered for employment candidates will be required to provide proof of citizenship, permanent residency or eligibility to work in Canada with no restrictions. We require applicants to complete a background verification process prior to commencing employment with the company. Employment is contingent on the satisfactory completion of a pre-employment background check. We sincerely thank all applicants who express an interest in this role however, only those being directly considered 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-Mississauga-Mississauga
Organization PCG IFS
Schedule Full-time