Associate Financial Advisor

Raymond James•Perth, ON

10d•CA$55,000 - CA$60,000•Onsite

About The Position

Raymond James Independent Financial Services is seeking an Associate Financial Advisor to join our Perth office. This opportunity is well suited to an energetic and driven investment professional who is client-focused, detail-oriented, and committed to delivering a high standard of service while contributing to the continued growth of the business.

Requirements

Registered Representative licensing with CIRO.
Minimum of 2–3 years of experience providing financial advice to clients and achieving sales results through advice-based conversations.
Client-centred approach with a commitment to placing clients’ interests first.
Entrepreneurial mindset and strong business development orientation.
Strong analytical skills.
Energetic, ambitious, and outgoing professional style.
Ability to build strong, lasting relationships with high-net-worth clients.
Ability to work both independently and collaboratively within a team environment.
Willingness to work flexible hours as needed to support clients and business requirements.

Nice To Haves

CIM or CFA designation, or willingness to obtain one.
Previous experience managing globally diversified portfolios using ETFs, F-Class mutual funds, and individual securities.
Excellent interpersonal and communication skills.
Demonstrated ability to attract and develop new client relationships.
Familiarity with Dataphile, FactSet, Morningstar, and Microsoft Office.
An existing book of clients; transition assistance may be available.
Financial planning orientation; financial planning certification is considered an asset.

Responsibilities

Work closely with the lead advisor to support the management of client investment portfolios.
Engage directly with clients, participate in client meetings, present investment ideas, and encourage disciplined investment behaviour.
Build, monitor, and rebalance customized investment portfolios in accordance with client profiles and compliance requirements.
Assist with research, analysis, asset mix decisions, and investment product selection.
Execute trades as required.
Prepare investment policy statements, investment proposals, and client review presentations.
Deliver high-quality client service through phone, email, written, and in-person communication.
Liaise with the support team to help ensure client portfolios remain aligned with clients’ financial plans.
Maintain high standards of integrity, objectivity, and professional expertise.
Contribute to building a profitable business and attracting new clients in partnership with the lead advisor.