Financial Advisor

Raymond James Ltd.; Saskatoon; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading independent investment dealer, Raymond James Ltd. offers an exciting opportunity for experienced Financial Advisors to join M.Y. Private Wealth in Saskatoon. Candidates will benefit from a competitive payout structure and operational freedom within a supportive environment. This role is ideal for those looking to maintain ownership of their clients while accessing diverse resources to grow their business and provide tailored financial strategies to their clientele.

Benefits

Competitive compensation grid

Health, dental benefits and life insurance

Team oriented work environment

Marketing support

Full suite of technology

Qualifications

• Minimum of five (5) years industry experience as a Financial Advisor.
• Be self-motivated and work well in a team environment.

Responsibilities

• Provide wealth management services to high-net worth individuals.
• Integrate financial strategies aimed at reducing taxes and protecting assets.

Skills

Entrepreneurial mindset

Team collaboration

Education

Fully licensed (securities/mutual funds & insurance)

Job description

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M.Y. Private Wealth, an independent agency of Raymond James Ltd that provides wealth management services to high-net worth individuals and their families.

This opportunity is for a Financial Advisor or team of advisors, with a current book of business, who would like to gain the freedom and multiple benefits of joining an independent IIROC firm. The independent platform comes with offering a competitive payout and flexibility to run your business. Whether you are looking to exit the business over the next number of years or are looking for an opportunity to acquire additional business, we may have a place for you.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Our full-service approach focuses on developing individualized and independent financial strategies aimed at reducing taxes, protecting assets and accumulating wealth, all while integrating with other members of their professional circle.

M.Y Private Wealth is a second-generation family practice comprised of members of the Mamchur-Yuzdepski family with over a century of experience in the financial planning industry collectively. At M.Y. Private Wealth, we pride ourselves on being one of Saskatoon’s leading wealth management teams. This is a great opportunity for someone to join an independent firm without bearing the start up costs of building and starting up an office.

Successful candidates will have a minimum of five (5) years industry experience as a Financial Advisor, and should:

• Be fully licensed (securities/mutual funds & insurance);
• Work well in a team environment.
• Be entrepreneurial and self-motivated.
  
  

At Raymond James, you can maintain ownership of your clients and have the ability to earn above average compensation. We also offer:

• Team oriented work environment;
• Client meeting rooms and your own personal office;
• Experienced and efficient service assistant;
• Marketing support;
• A full suite of technology;
• Discretionary portfolio management platform;
• Competitive compensation grid; and
• Health, dental benefits and life insurance
  
  

If you are interested in exploring this opportunity, please submit your cover letter and resume. We will treat all applications with complete discretion and confidentiality as we do our own clients.

Attn: Todd Yuzdepski

Address: 101-1406-8th St. East, Saskatoon, SK. S7H 0T3

Email: [e-mail]

Phone: 306 242 PLAN (7526)

To be considered for employment candidates will be required to provide proof of citizenship, permanent residency or eligibility to work in Canada with no restrictions. We require applicants to complete a background verification process prior to commencing employment with the company. Employment is contingent on the satisfactory completion of a pre-employment background check.

We sincerely thank all applicants who express an interest in this role however, only those being directly considered 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.

Job Wealth management

Primary Location CA-SK-Saskatoon-Saskatoon

Organization Branch

Schedule Full-time

Job

Wealth management

Primary Location

CA-SK-Saskatoon-Saskatoon

Organization

PCG IFS

Schedule

Full-time

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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