(Associate) Finance Adviser (Vancouver)

(Associate) Finance Adviser (Vancouver)

27 Oct
|
Raymond James
|
Vancouver

27 Oct

Raymond James

Vancouver

We are seeking an Associate/ Financial Advisor to work in our west side Vancouver office. Our full-service approach focuses on financial planning, superior investment management, education and community outreach. Our distinct and inclusive culture is built on a shared commitment to inclusion, gender equality and social impact. This position requires an ambitious, positive-hearted and values-driven investment professional. Lead client meetings, present investment ideas, manage portfolio reviews and encourage disciplined investor behavior

Assist in research, analysis, asset mix decisions, and investment selection

Prepare investment policy statements, proposals & client review presentations

Provide exemplary quality client service, including phone, email,



written & in-person communication

Help maintain and grow a profitable business with the lead advisor

At least 5 years’ financial services industry experience

Be fully licensed with an advanced finance qualification such as CFP, CIM, CFA, or CPA; Be able to work in the office

Based on education, work experience starting at $85,000 in addition to competitive performance bonuses/incentives.

Should you require accommodation, please contact us using the above details and we will be happy to help.

PCG IFS

Full-time

📌 (Associate) Finance Adviser (Vancouver)
🏢 Raymond James
📍 Vancouver

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