- Senior Investment Advisor Associate (2600552) Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. The primary role of the Senior Investment Advisor Associate is to support a team of financial advisors and the Branch Manager (BM) by ensuring the office is managed efficiently and effectively. The position is responsible for entering client trades, servicing client requests and processing trade instructions by phone, and ensuring client paperwork is up to date and accurate.

The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service. As a key member of the team, contributions are important to the success of the client relationship with the Financial Advisor, and to the success of the Branch as a whole..

Work closely with the lead advisor to support the management of client investment portfolios. Engage directly with clients, participate in client meetings and encourage disciplined investment behaviour. Assist in research, analysis, asset mix decisions and investment selection Prepare investment policy statements,



proposals & client review presentations Work closely with lead advisor and financial planning team on preparing and presenting financial plans Liase with clients and accountants at tax time Provide exemplary quality service, including phone, email, written & in-person communication Prepare and review daily/monthly/annual reports, client correspondence and taking ownership of project work; Our most key investment is in people.

Discretionary Bonuses

We also support internal promotion and community involvement. IR Licensed or successful completion of licensing within 1 year of hire; Excellent proficiency with MS Office particularly Word, Excel and Outlook;

Experience with Dataphile and FactSet is an asset; 50,000-55,000 annually, in addition to competitive performance bonuses/incentives. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. These tools help us review applications efficiently,but they donot replace human decision-making.

Raymond James

Ltd. is a member of the Investment IndustryRegulatory Organization of Canada (IIROC) and of the Canadian Investor ProtectionFund (CIPF). Customers’ accounts are protected by the Canadian Investor ProtectionFund within specified limits.

Raymond James

Ltd. is an integrated financial services firm. Itssubsidiaries, Raymond James Investment Counsel Ltd., Please consult each subsidiary’s webpagesfor applicable corporate, regulatory or membership information. #

📌 Senior Investment Advisor / Financial Planner (Toronto)
🏢 Raymond James Financial
📍 Toronto