Senior Financial Advisor Assistant

Raymond James • Toronto, ON

5d • CA$55,000 - CA$60,000

About The Position

The associate will be part of a dynamic team dedicated to our clients’ well-being, providing them with an excellent level of customer service. This position requires an energetic, entrepreneurial, ambitious, and driven investment professional. The successful candidate must have meticulous attention to detail, possess a positive attitude, and be client focused. The role directly deals with clients, making superior interpersonal skills imperative. The ability to work independently and collaborate as a team member is critical for success in this role.

Requirements

• Client-centered, putting clients’ interests first.
• Analytical.
• Energetic, ambitious, and outgoing.
• Extensive knowledge of Microsoft Office/Excel
• Able to work independently and in a team.
• Able to build long-lasting relationships with high-net-worth clients.
• Familiarity with Dataphile, FactSet, Morningstar, and Croesus.
• Marketing experience.
• Understanding of fundamental investment concepts, practices, and procedures used in the securities industry.
• Knowledge of financial markets and products.
• Be client-centered, putting clients’ interests first.
• Identify business opportunities.
• Build strong, lasting relationships with clients.
• Work independently and as part of a team.
• Exercise tact and discretion in handling confidential information.
• University degree with finance exposure.
• Minimum of 2-5 years’ experience in the investment and/or financial services industry.
• Familiar with managing investments, such as stocks, bonds, mutual funds, ETFs, and GICs.
• Outstanding interpersonal skills.
• CIRO licensed.

Nice To Haves

• CIM/CFP designations would be an asset.

Responsibilities

• Provide gold standard client service, anticipating client needs and concerns, and being a good listener.
• Deliver high-quality client service through phone, email, written, and in-person communication.
• Assist in prospecting and developing new business.
• Work closely with the lead advisor to manage fee-based and non-fee-based investment portfolios.
• Prepare investment policy statements, portfolio evaluations, client commentaries/reviews, and investment proposals.
• Build, monitor, and rebalance customized investment portfolios in accordance with clients’ profiles and compliance requirements.
• Assist in research, analysis, asset mix decisions, and investment product selection.
• Execute trades.
• Liaise with the team to ensure client portfolios are consistent with clients’ financial plans.
• Maintain high standards of integrity, objectivity, and expertise.

Benefits

• Health Benefits
• RRSP Matching Program
• Employee Stock Purchase Plan
• Paid Time Off
• Volunteer Days
• Discretionary Bonuses
• Tuition Reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Senior