BLA Private Wealth | Raymond James Ltd. About BLA Private Wealth At BLA Private Wealth, we help successful individuals, professionals, business owners and families build, preserve and transition wealth through disciplined investment management and thoughtful planning. Our practice is built on a personalized approach that integrates portfolio management, tax-efficient wealth strategies, retirement planning, estate considerations, and cross-border expertise for Canadian and U.As our team continues to grow, we are seeking an experienced and highly motivated Associate Financial Advisor to work closely with our advisors in delivering exceptional client experiences and supporting all aspects of the wealth management process.

As an Associate Financial Advisor, you will work directly with advisors and play an integral role in the management of client relationships and investment portfolios. Prepare for client meetings through account analysis, portfolio reviews, and ongoing monitoring. Assist advisors in implementing investment and wealth management strategies.

Support portfolio construction, trading, rebalancing and investment execution activities. Conduct investment research, portfolio analysis and market-related projects. Prepare client meeting materials, reports and presentation packages.

Collaborate with wealth planning specialists and other professional resources when appropriate. Assist with onboarding current client relationships and account transfers. Minimum 3 to 4 years of experience in the investment or wealth management industry.

Strong understanding of portfolio management, investment products and financial markets.



Advanced proficiency with Microsoft Office, particularly Excel.

Experience supporting high-net-worth and ultra-high-net-worth clients.

Experience with portfolio rebalancing or investment research. Comfortable working directly with high-net-worth clients. Most importantly, you are looking for more than an administrative role. You want to be actively involved in the investment management and client relationship process while continuing to develop as a wealth management professional.

Competitive base salary based on experience. Annual bonus opportunity. Meaningful involvement in portfolio management and investment decision support. Opportunity for long-term career growth within the advisory profession.

Convenient

Waterloo office location. Full-time, permanent position Monday to Friday Standard office hours: 9:00 AM to 5:00 PM In-office role We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check. Should you require accommodation, please contact us using the above details and we will be happy to help.

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. #

📌 Associate Financial Adviser (Ontario)
🏢 Raymond James Financial
📍 Ontario