Associate Financial Advisor at Raymond James

Become an Associate Financial Advisor at Raymond James in Perth, ON. This role emphasizes client-focused investment support, portfolio management, and excellent service delivery.
At Raymond James, we seek an energetic financial professional dedicated to client success. As an Associate Financial Advisor, you will engage directly with clients, support investment portfolio management, and participate in client meetings to present investment strategies. Responsibilities include building customized portfolios, executing trades, and maintaining high standards of client relations and compliance.
Key Responsibilities:
• Support lead advisor in managing client investment portfolios
• Engage directly with clients during meetings and presentations
• Build and rebalance customized investment portfolios
• Conduct research and support asset mix decisions
• Prepare investment proposals and client review presentations
Requirements:
• Registered Representative licensing with ...