Associate Financial Advisor/Financial Advisor

Sophia Financial Group (sophiafinancial.ca) is an independent agency of Raymond James Ltd. We are seeking an Associate/ Financial Advisor to work in our west side Vancouver office. Our full-service approach focuses on financial planning, superior investment management, education and community outreach.

Our distinct and inclusive culture is built on a shared commitment to inclusion, gender equality and social impact. Pro bono service, values-based investing and a professional standard of excellence are an integral part of our business platform.

This position requires an ambitious, good-hearted and values-driven investment professional. You are a lifelong learner. The successful candidate will have a meticulous attention to detail, possess a positive attitude, and have superior interpersonal skills.

Responsibilities\:
• Lead client meetings, present investment ideas, manage portfolio reviews and encourage disciplined investor behavior
• Assist in research, analysis, asset mix decisions, and investment selection
• Prepare investment policy statements, proposals & client review presentations
• Provide exemplary quality client service, including phone, email, written & in-person communication
• Maintain high standards of integrity, objectivity, and expertise
• Help maintain and grow a profitable business with the lead advisor