Financial Advisor Associate

Raymond James Ltd.; Toronto; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services provider in Toronto is seeking a Financial Advisor Associate who will focus on building strong client relationships and supporting financial strategies. The ideal candidate should have strong analytical abilities and at least five years of experience in the finance industry. This hybrid role involves both investment management and client servicing, offering a competitive compensation and benefits package.

Benefits

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Tuition Reimbursement

Qualifications

• Minimum of 5 years’ experience in the investment and/or financial services industry.
• CIRO licensed; CIM/CFP designations are assets.

Responsibilities

• Provide gold standard client service, anticipating needs and concerns.
• Engage with clients to understand their financial goals.
• Manage investment portfolios and prepare investment policy statements.

Skills

Client-centered approach

Analytical skills

Strategic thinking

Interpersonal skills

Education

University degree with finance exposure

Tools

Microsoft Office / Excel

Dataphile

FactSet

Morningstar

Croesus

Job description

How does the role impact the organization?

The Financial Advisor Associate plays a key role in identifying growth opportunities, building client relationships, and supporting financial strategies that drive revenue. This hybrid role blends financial analysis with business relationship management and development, making it idea for professionals who are both analytically sharp and client-focused.

The Associate will be part of a dynamic team dedicated to our clients’ well-being, providing them with an excellent level of customer service. This position requires an energetic, entrepreneurial, ambitious, and driven investment professional with outstanding interpersonal skills. The successful candidate must have meticulous attention to detail, possess a positive attitude, and a client-centric mindset. The ability to work independently and collaborate as a team member is critical for success in this role.

What will your role be responsible for?

Relationship Management

• Provide gold standard client service, anticipating client needs and concerns, and deliver high-quality service through phone, email, written, and in-person communication.
• Engage with new and existing clients to understand their financial goals and risk tolerance.
• Participate in prospecting, networking, and developing new business.
• Track sales pipeline and performance metrics using CRM tools.

Investment Management

Stay current on market trends, financial regulations, products, and emerging markets.

Work closely with the lead advisor to manage fee-based and non-fee-based investment portfolios.

Prepare investment policy statements, portfolio evaluations, client commentaries / reviews, and investment proposals.

Build and rebalance customized investment portfolios in accordance with clients’ profiles and compliance requirements.

Monitor client portfolios and adjust strategies based on market conditions and life changes.

Assist in research, analysis, asset mix decisions, and investment product selection.

Collaborate with cross-functional teams on financial planning and strategy.

Liaise with the team to ensure client portfolios are consistent with clients’ financial plans.

Maintain high standards of integrity, objectivity, and expertise.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

Qualifications - External

What do we expect from you?

Knowledge, Skills, and Abilities

Client-centered, putting clients’ interests first.

Analytical.

Strategic thinking with a strong commercial acumen.

Extensive knowledge of Microsoft Office / Excel.

Familiarity with Dataphile, FactSet, Morningstar, and Croesus.

Marketing experience.

Understanding of fundamental investment concepts, practices, and procedures used in the securities industry.

Knowledge of financial markets and products.

Familiarity with financial modeling and valuation techniques.

Abilities

Be client-centered, putting clients’ interests first.

Identify business opportunities.

Build strong, lasting relationships with high-net-worth clients.

Work independently and as part of a team.

Exercise tact and discretion in handling confidential information.

Educational / Previous Experience Requirements

University degree with finance exposure.

Minimum of 5 years’ experience in the investment and / or financial services industry.

Licenses / Certifications

CIRO licensed.

CIM / CFP designations would be an asset.

We encourage our associates at all levels to :

Grow professionally and inspire others to do the same

Work with and through others to achieve desired outcomes

Make prompt, pragmatic choices and act with the client in mind

Take ownership and hold themselves and others accountable for delivering results that matter

Contribute to the continuous evolution of the firm

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [e-mail]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance, Administrative, and Customer Service

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