Job SummaryRaymond James Ltd. is seeking an experienced Associate Advisor/Associate Portfolio Manager to work in our Barrie office. Raymond James is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. You will work closely with the Portfolio Manager and entire team, providing comprehensive financial planning support to the team and clients.



This is a permanent full time position with a competitive compensation and benefits package.Mandatory Licensing RequirementsIndustry CFP certification is mandatory.Three years’ experience in the industry.ResponsibilitiesPrepare client reports and files ahead of Advisor client meetings.Work with the team to identify areas where you can provide specialized planning support for different aspects of the business.Follow up with client meeting notes to provide financial planning where needed.Monthly review of client planning needs and review key actions suggested with the Manager.Monitor and update monthly financial planning reports to track to Business Plan. Meet with Manager monthly to appraise of performance to plan.Administrative, Business Analysis, Marketing, Insurance and US

📌 Certified Financial Planner (Barrie)
🏢 Raymond James
📍 Barrie