Associate Wealth Advisor

3 days ago

Québec, Canada Raymond James Financial Full time

**Associate Wealth Advisor**
- 2301094

**Job Summary**

Become a member of one of the most respected teams in the wealth mangement industry. Eric Muir, the principal Portfolio Manager of The Muir Investment Team was recently named to the Globe &Mail/Shook survey as one of the top Wealth Advisors in Canada for 2021.

We believe that each team member should aspire to set three-year professional goals and we as leaders commit to mentoring each to support their vision of their future. Our mission at the Muir Investment Team is to foster a team culture that prides itself on an exceptional client experience leading to a high degree of client engagement.

**Who We Want**:
An Associate Wealth Advisor who will establish new client relationships in addition to providing advisory services and support to current clients.

**Essential Duties and Responsibilities**:

- Provide information/education to clients about the purpose and details of financial products, services, and strategies;
- Source prospective client opportunities by capitalizing on networking and referrals;
- Promote established investment models and strategies that are suitable for our targeted clients;
- Coordinate all money movement, strategy changes and paperwork for existing clients and prospects with the operations team as necessary;
- Adhere to all company and industry supervisory guidelines and policies;
- Participate in daily morning advisor meetings, training, and continuing education requirements; Attend firm client events.
- Review investment products currently held in clients’ accounts, both advisory and brokerage, and reallocate to the appropriate model to help clients meet their financial objectives;
- Other duties as assigned.

**Knowledge, Skills and Abilities**

**Knowledge of**:
**Advanced skill in**:

- Business development;
- Verbal, written and interpersonal communication; and
- Organization and time management.

**Ability to**:

- Show a genuine interest in serving and caring for other people;
- Possess an excellent attitude and an extraordinary client service orientation; and
- Handle multiple tasks and priorities simultaneously.

**Educational/Previous Experience Requirements**:

- 5 years of investment advisory experience; and
- Bachelor's degree or equivalent experience.

**Licensed/Certifications**:

- Licensed capable with IIROC; and
- Life, Health and LTC Licenses or desire to achieve necessary licenses.

**Depending on eligibility, we offer**:

- Competitive Wages
- Health Benefits Program including Life Insurance and Disability from start date
- RRSP Matching Program from start date
- Employee Stock Purchase Plan
- Paid Time Off & Other Time Off such as Volunteer Day
- Discretionary Bonuses
- Tuition Reimbursement Program
- Top Up Plan
- Employee Investment Accounts
- Flexible Work Styles

**Job** Wealth management

**Primary Location** CA-QC-Montreal-Montréal

**Organization** Branch

**Schedule** Full-time

**Status** Permanent Full-Time

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