Overview
Investment Advisor at Raymond James Jobs in Southwestern Ontario, Canada at Raymond James Financial
Location: Southwestern Ontario
Elevate your career with Raymond James as an Associate Financial Advisor in Perth, ON. Engage with clients, manage portfolios, and deliver tailored investment strategies to ensure financial growth.
This role is perfect for driven investment professionals with a client-centric focus. You’ll support the lead advisor, manage investment portfolios, and participate in client meetings. Your analytical skills will play a vital role in shaping investment proposals and ensuring high standards of service delivery.
Key Responsibilities:
• Support management of client investment portfolios
• Engage clients through meetings and presentations
• Build and rebalance customized portfolios
• Assist with research and asset mix decisions
• Prepare investment policy statements and proposals
Requirements:
• Registered Representative with CIRO
• 2-3 years of financial advisory experience
• Strong business development orientation
• CIM or CFA designation preferred
• Excellent communication and interpersonal skills
Apply your expertise in investment advice and client relations to join a successful team at Raymond James.
#J-18808-Ljbffr
Title: Investment Advisor at Raymond James
Company: Raymond James Financial
Location: Southwestern Ontario, Canada
Category:
