Sophia Financial Group (sophiafinancial.ca) is an independent agency of Raymond James Ltd. 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. Pro bono service, values-based investing and a professional standard of excellence are an integral part of our business platform. This position requires an ambitious, good-hearted and values-driven investment professional. You are a lifelong learner. The successful candidate will have a meticulous attention to detail, possess a positive attitude, and have superior interpersonal skills. Responsibilities 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 Maintain high standards of integrity, objectivity, and expertise Help maintain and grow a profitable business with the lead advisor Qualifications You must have superior relationship skills, a keen attention to detail and a strong analytical mind. You really enjoy people. You are even-keeled and able to convey calm and wisdom in the face of market volatility and client anxiety. At least 5 years’ financial services industry experience Be entrepreneurial and self-motivated. There is succession potential for this role Be fully licensed with an advanced finance qualification such as CFP, CIM, CFA, or CPA; or be willing to work towards it Be able to work in the office Have stellar communication skills You must demonstrate maturity and poise in all interactions Salary Range: Based on education, work experience starting at $85,000 in addition to competitive performance bonuses/incentives. If you are interested in joining our team, please submit a cover letter and resume to: We thank all candidates for their interest and advise that only those under consideration will be contacted. Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. 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. A brochure describing the nature and limits of coverage is available upon request or at . 3Macs, MacDougall,MacDougall & MacTier and Raymond James Correspondent Services are divisions ofRaymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Itssubsidiaries, Raymond James Investment Counsel Ltd., Raymond James FinancialPlanning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd.are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpagesfor applicable corporate, regulatory or membership information. #J-18808-Ljbffr