Financial Advisor

2 weeks ago


Waterloo, Canada Raymond James Financial Full time

**Financial Advisor**
- 2302168

BLA Private Wealth, an independent agency of Raymond James Ltd that provides wealth management services to high net worth individuals and their families is seeking a full-time Financial Advisor.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Our full-service approach focuses on developing individualized and independent financial strategies aimed at reducing taxes, protecting assets and accumulating wealth, all while integrating with other members of their professional circle.

Compensation will be a combination of a base salary plus bonuses based on asset under management and new assets you help to bring in as part of the team.
- Be fully licensed (securities/mutual funds & insurance);
- Work well in a team environment.
- Be entrepreneurial and self-motivated.
- Ability and experienced in business development
- Ambitious and excited in building new client relationships
- Have minimum assets under management of $15 million; and
- Have or be working towards the CFP, CIM or CFA designations
- Insurance licensed is an asset

If you are interested in exploring this opportunity, please submit your cover letter and resume to
- To qualify for this opportunity you possess:

- A minimum of 2 years investment industry experience;
- Completion of the Canadian Securities course as well as the Conducts and Practices Handbook;
- Experience with Dataphile is a definite asset;
- Superior customer service skills;
- Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook), Internet Explorer and contact management software;
- The ability to handle confidential information;
- Excellent verbal and written communication skills;
- The ability to work in a team environment and demonstrate a professional and friendly manner;
- Strong organizational and problem solving skills;
- Meticulous attention to detail.

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 sincerely thank all applicants who express an interest in this role however, only those being directly considered will be contacted.

**Job** Wealth management

**Primary Location** CA-ON-Waterloo-Waterloo

**Organization** PCG IFS

**Schedule** Full-time



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