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Associate Financial Advisor
2 weeks ago
2500623
Raymond James Independent Financial Services is seeking an Associate Financial Advisor to work in our Toronto Office. Raymond James Ltd. is one of Canada’s leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. The Bowes Wealth Management team delivers discretionary and non-discretionary portfolio management with integrated cross-border expertise, including the management of U.S. retirement plans for Canada-U.S. clients. As a high-performing, multi-advisor team based in Toronto’s Queens Quay, we serve high-net-worth families, business owners, and institutional relationships with disciplined, goals-based wealth management.
**Responsibilities**:
- Work closely with the team’s portfolio managers to manage investment portfolios
- Manage globally diversified portfolios incorporating ETFs, mutual funds, equities, fixed income, preferred shares, structured notes, and alternative investments including private securities and hedge funds, ensuring alignment with client risk profiles and investment objectives.
- Assist in research, analysis, and investment product selection.
- Execute trades including bulk trading and review instructions to ensure no errors or omissions prior to execution.
- Prepare investment policy statements, investment proposals, and client review presentations.
- Prepare advisors for client and prospect meetings by assembling briefing notes, performance and risk reports, proposals, and post‑meeting follow‑ups.
- Generate and update IPS documents, portfolio models, and performance reports.
- Deal directly with clients, attend client meetings, present investment ideas and encourage disciplined investor behavior.
- Streamline administrative processes and resolve issues proactively.
- Build, monitor and re-balance customized investment portfolios, in accordance with client’s profile and compliance requirements.
- Liaise with support team to ensure that client portfolios are consistent with clients’ financial plans.
- Support the team with current and new business in partnership with the Portfolio Managers.
- Provide tax-efficient and holistic advice on investments, incorporating strategies for tax minimization, asset allocation, and long-term wealth planning.
- Strong understanding of corporate structures is a nice-to-have to optimize advice for business owners and incorporated professionals.
- Collaborate with tax specialists and legal advisors to integrate investment recommendations with broader financial planning, such as retirement strategies, charitable giving, and intergenerational wealth transfer.
- Educate clients on the tax implications of investment decisions, such as capital gains, dividends, and foreign holdings.
- Proactively manage a client touchpoint calendar by tracking KYC renewals, IPS updates, maturities, RRIF/RMD withdrawals, corporate action deadlines, tax slips, and other key dates to prompt timely outreach.
- Own relationships for a designated segment of the book; lead periodic review meetings; coordinate with the team’s financial planner and portfolio managers on calls, seminars, and client hospitality events (e.g., golf outings and boat cruises)
**Requirements**:
- A minimum of 4 years’ experience in the investment industry.
- Confidence in providing financial advice to clients
- Entrepreneurial mindset.
- Analytical skills.
- Energetic, ambitious and outgoing.
- Able to build strong, lasting relationships with high-net-worth clients.
- Able to work independently and in a team.
Qualifications:
- CIRO licensed. Ability to become RR licensed. CSC/CPH Complete.
- Business/Finance/Math degree.
- Minimum of 4 years’ experience in investment and/or financial services industry.
- CIM or CFA designation or in progress.
- Experience managing globally diversified portfolios with ETFs, F-class mutual funds and individual securities.
- Nice to have: Certified Financial Planner (CFP) designation
- Outstanding interpersonal skills.
Assets:
- Familiarity with Dataphile, FactSet, Morningstar.
- A Network of clients/contacts.
- Nice to have: Knowledge of U.S. retirement accounts (IRAs, Roth IRAs, 401(k)s) and cross-border planning, alongside Canadian registered plans (RRSP, RRIF, LIRA/LIF, TFSA, RESP, RDSP), including rollover/transfer rules, withholding and tax reporting, and tax-efficient asset location.
Salary Range: $75,000-100,000
Zachary Schenk
Raymond James Ltd
Application deadline: 10/13/2025
**Job** Wealth management
**Primary Location** CA-ON-ON-Toronto
**Other Locations** Canada
**Organization** PCG IFS
**Schedule** Full-time
