Join Raymond James Ltd. as an Associate Advisor in Barrie, Ontario to provide expert financial planning support. This full-time role requires CFP certification and three years of financial service experience.

As an Associate Advisor, you will work closely with the Portfolio Manager and the team, ensuring top-notch financial planning for clients. In this permanent position, you will prepare client files, monitor financial needs, and contribute to strategic planning initiatives. This role emphasizes teamwork and organizational skills, offering a chance to influence client experiences positively.

Key Responsibilities:
• Prepare client reports for Advisor meetings
• Identify specialized planning support needs
• Follow up on client meeting notes




• Review client planning needs monthly
• Update financial reports and meet with the Manager

Requirements:
• Minimum 3 years’ experience in Financial Services
• Certified Financial Planner (CFP) certification
• Excellent communication and organizational skills
• Proficiency in MS Office and CRM tools
• Ability to thrive in a team-oriented workplace

Apply your planning skills and ensure client satisfaction as a vital part of Raymond James in Barrie.
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📌 Associate Advisor at Raymond James Barrie (Ontario)
🏢 Raymond James
📍 Ontario