Join Raymond James as an Investment Associate, where your focus will be on delivering high-standard client services and managing investment portfolios. This role emphasizes relationship management and analysis.

The successful candidate will work closely with financial advisors to provide exceptional service and support in investment management. You will play an integral role in preparing client documentation and assisting in investment research. The position requires a proactive attitude, robust interpersonal skills, and a commitment to client success.

Key Responsibilities:
• Anticipate and address client needs effectively
• Assist in managing both fee-based and non-fee portfolios
• Conduct research and analysis for investment recommendations




• Prepare client reports, proposals, and policy statements
• Ensure compliance with investment regulations

Requirements:
• Degree with finance exposure is essential
• 2-5 years’ experience in financial services
• Expertise in Microsoft Office and analytics tools
• Knowledge of investments like stocks and mutual funds
• CIRO licensed; CIM/CFP designations are advantageous

Use your analytical skills and client relationship abilities to excel within Raymond James.
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📌 Investment Associate at Raymond James (Ontario)
🏢 Raymond James Financial
📍 Ontario