Associate Financial Advisor

IFS – Perth, ON

Raymond James Independent Financial Services is seeking an Associate Financial Advisor to join our Perth office. This opportunity is well suited to an energetic and driven investment professional who is client-focused, detail-oriented, and committed to delivering a high standard of service while contributing to the continued growth of the business.

What is the position responsible for?

• Work closely with the lead advisor to support the management of client investment portfolios.
• Engage directly with clients, participate in client meetings, present investment ideas, and encourage disciplined investment behaviour.
• Build, monitor, and rebalance customized investment portfolios in accordance with client profiles and compliance requirements.
• Assist with research, analysis, asset mix decisions, and investment product selection.
• Execute trades as required.
• Prepare investment policy statement...