Financial Advisor - (Job Number: 2103561)

Raymond James Bank; Barrie; On-site; CAD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a driven Financial Advisor to join their team in Barrie, ON. This full-time role offers the chance to work in a dynamic environment with state-of-the-art technology and a supportive team. The ideal candidate will have at least 5 years of experience in financial advisory, hold a securities license, and be working towards or possess a CFP designation. Enjoy the benefits of a paperless office and an executive workspace while helping clients achieve their financial goals. If you are passionate about wealth management and looking to make a significant impact, this opportunity is for you.

Benefits

Executive Office

Experienced Service Assistants

Marketing Assistant

State of the Art Technology

Team Oriented Work Environment

Qualifications

• Minimum 5 years of experience as a Financial Advisor with securities licensing.
• CFP designation or working towards it with AUM management experience.

Responsibilities

• Provide customized wealth management solutions to clients.
• Manage assets under management exceeding $35 million.

Skills

Financial Advisory

Securities Licensing

Client Relationship Management

Wealth Management

Education

CFP Designation

5+ Years Industry Experience

Tools

State of the Art Technology

Job description

Pay Competitive

Employment type: Full-Time

Job Description

• Req#: 529582

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].