Vancouver Financial Advisor: Lead Planning & Growth

Raymond James Ltd.; Vancouver; On-site; CAD 76,500 - 93,500; Full time

Job summary

A financial services firm in Vancouver is seeking an Associate/Financial Advisor to join their team. The successful candidate will have over five years of experience in the financial services industry and possess stellar communication skills. Responsibilities include managing client meetings and portfolio reviews, as well as providing superior client service. A starting salary of $85,000 is offered with performance bonuses. Candidates must demonstrate an entrepreneurial mindset and maturity. This role is office-based.

Qualifications

• At least 5 years’ financial services industry experience.
• Must be fully licensed with an advanced finance qualification or be willing to work towards it.
• You must demonstrate maturity and poise in all interactions.

Responsibilities

• Lead client meetings, present investment ideas, and manage portfolio reviews.
• Assist in research, analysis, asset mix decisions, and investment selection.
• Provide exemplary quality client service across multiple communication channels.

Skills

Entrepreneurial mindset

Strong communication skills

Attention to detail

Education

CFP, CIM, CFA, or CPA

Job description

A financial services firm in Vancouver is seeking an Associate/Financial Advisor to join their team. The successful candidate will have over five years of experience in the financial services industry and possess stellar communication skills. Responsibilities include managing client meetings and portfolio reviews, as well as providing superior client service. A starting salary of $85,000 is offered with performance bonuses. Candidates must demonstrate an entrepreneurial mindset and maturity. This role is office-based.