Financial Advisor - (Job Number : 2103561)

Raymond James Bank; Barrie; On-site; CAD 350,000 - 450,000; Full time

Job summary

Raymond James Bank is seeking a full-time Financial Advisor in Barrie, ON. The ideal candidate will have over 5 years of experience, be securities licensed, and ideally hold a CFP designation. This role offers a dynamic work environment with state-of-the-art technology and a focus on client service.

Benefits

Executive office with boardroom

Experienced and efficient Service Assistants

Marketing Assistant

State of the art technology

A paperless office

Team oriented work environment

Qualifications

• Minimum 5 years industry experience as a Financial Advisor.
• Securities licensed.
• Experience managing AUM of +$35 million.

Responsibilities

• Provide customized investment solutions to clients.
• Manage and grow client portfolios.
• Collaborate with service assistants and marketing teams.

Skills

Investment Management

Client Relationship Management

Financial Planning

Education

CFP designation or working towards it

Job description

Raymond James Independent Financial Services, IFS Barrie, ON is seeking a full-time Financial Advisor. Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

The individual should have a minimum of 5 years industry experience as a Financial Advisor, securities licensed, the CFP designation or working towards it, managing AUM of +$35 million and earning an annual gross income of +$350,000.

We offer :

• Executive office with boardroom, client reception area with receptionist
• Experienced and efficient Service Assistants
• Marketing Assistant
• State of the art technology
• A paperless office
• Team oriented work environment

The City of Barrie is a dynamic and growing community of +150,000. Situated 43 miles north of Toronto and located on beautiful Kempenfelt Bay, Barrie offers an excellent lifestyle with a myriad of recreational opportunities.

For more information, please contact Jackie Ramler, Branch Manager at [phone] or [e-mail] .