Investment Services Consultant
3 weeks ago
Raymond James Bank is in search of a skilled Associate Advisor/Associate Portfolio Manager to join our dynamic team. As a prominent independent investment firm in Canada, we pride ourselves on delivering tailored investment solutions to meet the diverse wealth management needs of our clients.
Key Responsibilities- Collaborate closely with the Portfolio Manager and the entire team to provide comprehensive administrative and portfolio management support.
- Maintain and monitor client accounts, ensuring all files are up-to-date and organized.
- Prepare for compliance audits and assist in the planning and execution of client and charitable events throughout the year.
- Gain insights into the administrative processes that underpin our operations and support our business objectives.
- Conduct periodic office inspections to ensure a clean and professional environment.
- Manage account cash holdings to maximize investment opportunities and ensure alignment with client objectives.
- Participate in client meetings, taking notes and building relationships to enhance client experience.
- Oversee smaller accounts to provide personalized support and attention.
- Regularly update financial reports to track sales and assets in accordance with the Business Plan.
- Engage in monthly performance reviews with management to assess progress against objectives.
The ideal candidate will possess:
- A minimum of 3 years of experience in the Financial Services sector.
- Strong analytical skills and the ability to offer constructive feedback to enhance client interactions.
- A proactive approach to identifying and developing new business opportunities.
- Proficiency in MS Office applications (Word, Excel, PowerPoint) and familiarity with CRM software.
Applicants must hold the following licenses:
- Industry CSC licensing is mandatory.
- Life Insurance license is preferred.
- US securities licensing – Series 7 or Series 65 (if PM qualified).
Raymond James Bank offers support for the costs associated with required licensing and professional designations, along with ongoing career development opportunities for successful candidates.
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