Associate Financial Planner & Advisor - Wealth Strategy

Raymond James Ltd.; Barrie; On-site; CAD 65,000 - 85,000; Full time

Benefits offered by this job

Support for advanced licensing costs

Professional career development

Job summary

A leading financial services firm in Barrie is seeking an experienced Associate Advisor/Associate Portfolio Manager. Responsibilities include client report preparation, financial planning support, and office duties. Candidates must have a minimum of 3 years in the Financial Services industry and great organizational skills. This role offers competitive compensation and support for professional development.

Qualifications

• Minimum 3 years’ experience in the Financial Services industry.
• Great organizational skills and a dependable nature to meet deadlines.
• Excellent verbal and written communication skills.

Responsibilities

• Prepare client reports ahead of meetings.
• Monitor and update financial planning reports.
• Assist in planning client events.

Skills

Organizational skills

Verbal and written communication

Problem-solving skills

Proficiency with MS Office

Tools

CRM software tools

Job description

A leading financial services firm in Barrie is seeking an experienced Associate Advisor/Associate Portfolio Manager. Responsibilities include client report preparation, financial planning support, and office duties. Candidates must have a minimum of 3 years in the Financial Services industry and great organizational skills. This role offers competitive compensation and support for professional development.