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Associate Financial Advisor

2 weeks ago

St Catharines, Canada Raymond James Financial, Inc. Full time

2500144

Raymond James is seeking a full-time Associate Financial Advisor for one of our independent branches, Bobko Private Wealth Management, in St. Catharines, Ontario. Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment services to Canadians seeking customized solutions to their wealth management needs.

What we can offer includes the following:

- Existing branch infrastructure with administrative, technological and business development support to allow you to focus on taking your practice to the next level.
- Mentoring by senior financial advisor with almost three decades of experience to assist you in the growth and development of your business.
- Training on systems, processes and practice management to maximize efficiencies.
- Assistance in the client account and asset transfer process
- An entrepreneurial environment that fosters creativity and growth
- Independent environment without mandates or proprietary products

Specifically, you will:

- Deal directly with your existing clients, attend client meetings, present investment ideas and encourage disciplined investor behaviour.
- Build, monitor and re-balance customized investment portfolios, in accordance with client’s profile and compliance requirements.
- Assist in research, analysis, asset mix decisions, and investment product selection.
- Prepare investment policy statements, investment proposals & client review presentations.
- Maintain high standards of integrity, objectivity and expertise.
- Build a profitable business and attract new clients with the assistance of the senior financial advisor.

Qualifications required:

- CIRO licensed.
- Business degree with finance focus
- Minimum of 3-5 years’ experience in investment and/or financial services industry
- Would be willing to acquire or have CIM designation.
- Experience managing diversified portfolios with ETFs, mutual funds and individual securities.
- Demonstrated ability to attract new clients.
- Familiarity with Dataphile, Croesus, Morningstar, Microsoft Office would be an asset.

If you are interested in joining our team, please submit your cover letter and resume to:
We would like to thank all interested respondents but wish to let you know that we will only be contacting applicants that are aligned with our requirements.

**Job** Wealth management

**Primary Location** CA-ON-ON-St. Catharines

**Organization** PCG IFS

**Schedule** Full-time