Associate Financial Advisor/Financial Advisor
About The Position
Sophia Financial Group (sophiafinancial.ca) is an independent agency of Raymond James Ltd. We are seeking an Associate/ Financial Advisor to work in our west side Vancouver office. Our full-service approach focuses on financial planning, superior investment management, education and community outreach. Our distinct and inclusive culture is built on a shared commitment to inclusion, gender equality and social impact. Pro bono service, values-based investing and a professional standard of excellence are an integral part of our business platform. This position requires an ambitious, good-hearted and values-driven investment professional. You are a lifelong learner. The successful candidate will have a meticulous attention to detail, possess a positive attitude, and have superior interpersonal skills.
Requirements
- At least 5 years’ financial services industry experience
- Be entrepreneurial and self-motivated. There is succession potential for this role
- Be fully licensed with an advanced finance qualification such as CFP, CIM, CFA, or CPA; or be willing to work towards it
- Be able to work in the office
- Have stellar communication skills
- You must demonstrate maturity and poise in all interactions
Responsibilities
- Lead client meetings, present investment ideas, manage portfolio reviews and encourage disciplined investor behavior
- Assist in research, analysis, asset mix decisions, and investment selection
- Prepare investment policy statements, proposals & client review presentations
- Provide exemplary quality client service, including phone, email, written & in-person communication
- Maintain high standards of integrity, objectivity, and expertise
- Help maintain and grow a profitable business with the lead advisor
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
