Wealth Advisor Assistant - (Job Number: 2301317)

Raymond James Bank; Old Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Wealth Advisor Assistant to support investment professionals in managing client portfolios. This role requires an energetic and detail-oriented individual who excels in interpersonal communication and client service. You will work closely with advisors to build and monitor customized investment portfolios, execute trades, and prepare client presentations. This position offers a fantastic opportunity to grow your career in the financial services sector while helping clients achieve their investment goals. If you are ambitious and client-focused, this role is perfect for you!

Qualifications

• 5+ years in investment/financial services with client-centered focus.
• IIROC licensed with RR Designation and finance-related degree.

Responsibilities

• Manage investment portfolios and build strong client relationships.
• Prepare investment proposals and provide high-quality client service.

Skills

Client-centered approach

Analytical skills

Interpersonal skills

Entrepreneurial mindset

Ability to build relationships

Education

Business degree with finance focus

RR Designation

CSC, CPH, WME certifications

CIM designation

Tools

Dataphile

Croesus

FactSet

Morningstar

Job description

Wealth Advisor Assistant - (Job Number: 2301317)

Raymond James is seeking a full-time Associate Financial Advisor for one of our independent branches.

This position requires an energetic, ambitious and driven investment professional. The successful candidate must have meticulous attention to detail, possess a positive attitude, and have superior interpersonal skills, as they will be dealing directly with clients.

Specifically, you will:

• Work closely with the lead advisor to manage investment portfolios;
• Deal directly with clients, attend client meetings, present investment ideas, and encourage disciplined investor behavior;
• Build, monitor and re-balance customized investment portfolios, in accordance with client profiles and compliance requirements;
• Assist in research, analysis, asset mix decisions, and investment product selection;
• Execute trades;
• Prepare investment policy statements, investment proposals & client review presentations;
• Provide high-quality client service, including phone, email, written & in-person communication;
• Liaise with the team to ensure that client portfolios are consistent with clients’ financial plans;
• Maintain high standards of integrity, objectivity, and expertise;
• Build a profitable business and attract new clients in partnership with the lead advisor;
• Assist the team with administration when required and other duties as assigned.

To qualify for this opportunity, you are:

• Client-centered, and put clients’ interests first;
• Entrepreneurial;
• Analytical;
• Energetic, ambitious, and outgoing;
• Able to build strong, lasting relationships with high net worth clients;
• Able to work independently and in a team environment and demonstrate a professional and friendly manner.

Qualifications required:

• IIROC licensed, candidate must hold an RR Designation and have completed their CSC, CPH, and WME; CIM is an asset;
• Business degree with a finance focus;
• Minimum of 5 years’ experience in investment and/or financial services industry;
• Experience managing globally diversified portfolios with ETFs, F-class mutual funds, and individual securities;
• Outstanding interpersonal skills;
• Demonstrated ability to attract new clients.

Nice to have:

• Familiarity with Dataphile, Croesus, FactSet, or Morningstar;
• CFP designation or interest in completing.