Associate Financial Advisor

Associate Financial Advisor

IFS – Perth, ON

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is one of Canada’s leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized wealth management solutions.

Raymond James Independent Financial Services is seeking an Associate Financial Advisor to join our Perth office. This opportunity is well suited to an energetic and driven investment professional who is client-focused, detail-oriented, and committed to delivering a high standard of service while contributing to the continued growth of the business.

What is the position responsible for?

• Work closely with the lead advisor to support the management of client investment portfolios.

• Engage directly with clients, participate in client meetings, present investment ideas, and encourage disciplined investment behaviour.

• Build, monitor, and rebalance customized investment portfolios in accordance with client profiles and compliance requirements.

• Assist with research, analysis, asset mix decisions, and investment product selection.

• Execute trades as required.

• Prepare investment policy statements, investment proposals, and client review presentations.

• Deliver high-quality client service through phone, email, written, and in-person communication.

• Liaise with the support team to help ensure client portfolios remain aligned with clients’ financial plans.

• Maintain high standards of integrity, objectivity, and professional expertise.

• Contribute to building a profitable business and attracting new clients in partnership with the lead advisor.