CFP Associate Advisor - Wealth Planning & Client Insights

Raymond James Financial; Barrie; On-site; Full time

Benefits offered by this job

Support for advanced licensing costs

Professional career development opportunities

Job summary

A leading independent investment firm in Barrie seeks an experienced Associate Advisor/Associate Portfolio Manager. Responsibilities include providing financial planning support, preparing client reports, and monitoring client needs. Candidates must have a minimum of 3 years’ experience in financial services and CFP certification. This is a permanent full-time position with competitive compensation and benefits.

Qualifications

• Minimum 3 years’ experience in the Financial Services industry.
• Excellent verbal and written communication skills.
• Great organizational skills and dependability.

Responsibilities

• Prepare client reports and files ahead of Advisor client meetings.
• Work with the team to identify where to provide specialized planning support.
• Monitor and update monthly financial planning reports.

Skills

Organizational skills

Verbal communication

Written communication

Problem-solving skills

Proficiency with MS Office

Familiarity with CRM software

Education

Industry CFP certification

Life Insurance license

Job description

A leading independent investment firm in Barrie seeks an experienced Associate Advisor/Associate Portfolio Manager. Responsibilities include providing financial planning support, preparing client reports, and monitoring client needs. Candidates must have a minimum of 3 years’ experience in financial services and CFP certification. This is a permanent full-time position with competitive compensation and benefits.