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 strong 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 recent 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 dealings

Requirements: • 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 preferred

Bring your client-centric approach and investment management skills to contribute to Raymond James’s success. #J-18808-Ljbffr

📌 Senior Financial Advisor Assistant Position (Winnipeg)
🏢 Raymond James Financial
📍 Winnipeg