Pursue a rewarding Client-Focused Financial Advisor role with Raymond James in Perth, ON. This position involves high-level client service, portfolio analysis, and investment management.

Raymond

James invites dedicated financial professionals to apply for the Associate Financial Advisor position. You will be responsible for directly engaging with clients, assisting in portfolio management, and fostering disciplined investment behaviors.

Your role will include executing trades, preparing investment statements, and collaborating closely with the lead advisor. Key Responsibilities:

- Support lead advisor in portfolio management and client relations
- Interact with clients to present investment strategies




- Create and adapt customized investment portfolios
- Prepare investment presentations and proposals
- Ensure client portfolios align with financial goals

Requirements:

- CIRO Registered Representative licensing necessary
- At least 2–3 years in a financial advisory capacity
- Client-centered mentality with a focus on service
- Robust analytical skills and business development orientation
- Availability to work flexible hours for client needs

Join Raymond James in delivering exceptional investment strategies and client service.

📌 Client-Focused Financial Advisor Role (Ontario)
🏢 Raymond James
📍 Ontario