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
Solid analytical skills and business development orientation
Availability to work versatile schedule for client needs Join Raymond James in delivering exceptional investment strategies and client service. #J-18808-Ljbffr

📌 Client Focused Financial Advisor Role Alton (Canada)
🏢 Raymond James
📍 Canada