Associate Financial Advisor/Financial Advisor

Raymond James Ltd.; Vancouver; On-site; CAD 76,500 - 93,500; Full time

Job summary

A financial services firm in Vancouver is seeking an Associate/Financial Advisor to join their team. The successful candidate will have over five years of experience in the financial services industry and possess stellar communication skills. Responsibilities include managing client meetings and portfolio reviews, as well as providing superior client service. A starting salary of $85,000 is offered with performance bonuses. Candidates must demonstrate an entrepreneurial mindset and maturity. This role is office-based.

Qualifications

• At least 5 years’ financial services industry experience.
• Must be fully licensed with an advanced finance qualification or be willing to work towards it.
• You must demonstrate maturity and poise in all interactions.

Responsibilities

• Lead client meetings, present investment ideas, and manage portfolio reviews.
• Assist in research, analysis, asset mix decisions, and investment selection.
• Provide exemplary quality client service across multiple communication channels.

Skills

Entrepreneurial mindset

Strong communication skills

Attention to detail

Education

CFP, CIM, CFA, or CPA

Job description

Sophia Financial Group (sophiafinancial.ca) is an independent agency of Raymond James Ltd. We are seeking an Associate/ Financial Advisor to work in our west side Vancouver office. Our full-service approach focuses on financial planning, superior investment management, education and community outreach.

Our distinct and inclusive culture is built on a shared commitment to inclusion, gender equality and social impact. Pro bono service, values-based investing and a professional standard of excellence are an integral part of our business platform.

This position requires an ambitious, good-hearted and values-driven investment professional. You are a lifelong learner. The successful candidate will have a meticulous attention to detail, possess a positive attitude, and have superior interpersonal skills.

Responsibilities

• Lead client meetings, present investment ideas, manage portfolio reviews and encourage disciplined investor behavior
• Assist in research, analysis, asset mix decisions, and investment selection
• Prepare investment policy statements, proposals & client review presentations
• Provide exemplary quality client service, including phone, email, written & in-person communication
• Maintain high standards of integrity, objectivity, and expertise
• Help maintain and grow a profitable business with the lead advisor

Qualifications

• At least 5 years’ financial services industry experience
• Be entrepreneurial and self-motivated. There is succession potential for this role
• Be fully licensed with an advanced finance qualification such as CFP, CIM, CFA, or CPA; or be willing to work towards it
• Be able to work in the office
• Have stellar communication skills
• You must demonstrate maturity and poise in all interactions

Salary Range: Based on education, work experience starting at $85,000 in addition to competitive performance bonuses/incentives.

If you are interested in joining our team, please submit a cover letter and resume to: [e-mail]

We thank all candidates for their interest and advise that only those under consideration will be contacted.

Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above details and we will be happy to help.

Wealth management
Primary Location: CA-BC-Vancouver-Vancouver
Organization: PCG IFS
Schedule: Full-time