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.ResponsibilitiesLead client meetings, present investment ideas, manage portfolio reviews and encourage disciplined investor behaviorAssist in research, analysis, asset mix decisions, and investment selectionPrepare investment policy statements, proposals & client review presentationsProvide exemplary quality client service, including phone, email, written & in-person communicationMaintain high standards of integrity, objectivity, and expertiseHelp maintain and grow a profitable business with the lead advisorQualificationsAt least 5 years’ financial services industry experienceBe entrepreneurial and self-motivated. There is succession potential for this roleBe fully licensed with an advanced finance qualification such as CFP, CIM, CFA, or CPA; or be willing to work towards itBe able to work in the officeHave stellar communication skillsYou must demonstrate maturity and poise in all interactionsSalary 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.Wealth management Primary Location: CA-BC-Vancouver-Vancouver Organization: PCG IFS Schedule: Full-time#J-18808-Ljbffr
Associate Financial Advisor/Financial Advisor
RAYMOND JAMES LTD.
vancouver, vancouver
Published 7 days ago
Report job