Wealth Advisor Assistant - (Job Number : 2301317)

Raymond James Bank; Toronto; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading company in financial services is seeking a full-time Wealth Advisor Assistant in Toronto. The successful candidate will work closely with lead advisors, manage client portfolios, and ensure top-tier client service. This role calls for an energetic, client-centered professional with extensive experience in investment services and strong interpersonal skills.

Qualifications

• IIROC licensed with RR designation required.
• Minimum 5 years’ experience in investment/financial services industry.
• Experience managing globally diversified portfolios.

Responsibilities

• Work closely with lead advisor to manage investment portfolios.
• Deal directly with clients and present investment ideas.
• Build and re-balance customized investment portfolios.

Skills

Client-centered

Analytical

Interpersonal Skills

Attention to Detail

Energetic

Professionalism

Education

Business degree with finance focus

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;
• 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;
• 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;
• Demonstrated ability to attract new clients.

Nice to have :

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

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