Elevate your career as a Senior Financial Advisor Assistant at Raymond James, where client-focused service and investment expertise are paramount. Join a dynamic team dedicated to client well-being.At Raymond James, you will assist financial advisors in managing both fee-based and non-fee-based investment portfolios. This role requires solid analytical skills, attention to detail, and the ability to build client relationships. As part of the team,



you will deliver high-quality client service and assist in prospecting new business while maintaining compliance.Key Responsibilities:- Provide exceptional client service via various communication channels- Collaborate with lead advisors to manage investment portfolios- Prepare investment policy statements and client evaluations- Assist in asset mix decisions and investment selections- Maintain high standards of integrity in all dealingsRequirements:- University degree with finance exposure- 2-5 years' experience in investment/financial services- Proficiency in Microsoft Office and analytical tools- Familiar with investment management concepts- CIRO licensed; CIM/CFP designations preferredBring your client-centric approach and investment management skills to contribute to Raymond James’s success.#J-18808-Ljbffr

📌 Financial Advisor Assistant - C$45,000 - C$55,000 A Year (Winnipeg)
🏢 Keystone Private Wealth
📍 Winnipeg