Discover the Financial Services Associate role at Raymond James, where you'll be instrumental in enhancing client relationships and managing investment portfolios. Commitment to client service is essential.
This position involves supporting lead advisors in providing tailored investment solutions and maintaining client satisfaction. Requirements include a solid understanding of investment products and excellent communication skills. You will need to demonstrate a proactive and energetic approach, focusing on exceeding client expectations.
Key Responsibilities:
• Deliver top-tier service through effective communication
• Collaborate with advisors for portfolio management
• Prepare documentation including investment proposals and reviews




• Conduct thorough research for effective investment decisions
• Monitor compliance with financial regulations
Requirements:
• University degree with financial focus
• Minimum 2-5 years in investment/financial services
• Proficient in Microsoft Office applications
• Understanding of key investment concepts
• CIRO licensed; CIM/CFP designations preferred
Leverage your client-service skills and analytical abilities at Raymond James in a rewarding workplace.
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📌 Financial Services Associate Role (Toronto)
🏢 Raymond James Financial
📍 Toronto