Financial Advisor/portfolio Manager

4 days ago

Kanata, Canada Raymond James Financial, Inc. Full time

**Financial Advisor/Portfolio Manager**
- 2101762

Meliambro Wealth Management, 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 for our 600 Terry Fox Drive Kanata, ON office.

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.
- Be fully licensed (securities/mutual funds & insurance);
- Work well in a team environment;
- Be entrepreneurial and self-motivated;
- Have minimum assets under management of $20 million; and
- Have or be working towards the CFP, CIM or CFA designations.

At Raymond James, you can maintain ownership of your clients and have the ability to earn above average compensation. We also offer:

- Team oriented work environment;
- Client reception area with receptionist and kitchen;
- Experienced and efficient service assistant;
- Marketing support;
- A full suite of technology;
- Discretionary portfolio management platform; and
- Competitive compensation grid.

**Job** Wealth management

**Primary Location** CA-ON-Kanata-Kanata

**Organization** Branch

**Schedule** Full-time

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