Vancouver, BC · On-site
CA$85K/yr
Tracy.Theemes@RaymondJames.ca 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 ...
Vancouver, BC · On-site
CA$85K/yr
Tracy.Theemes@RaymondJames.ca 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 ...
Mission Wealth Advisors | Raymond James Ltd. #400 - 320 23 Ave SW Calgary, AB T2S 0J2 missionwealthadvisors@raymondjames.ca We require applicants to complete a background verification process prior ...
Mission Wealth Advisors | Raymond James Ltd. #400 - 320 23 Ave SW Calgary, AB T2S 0J2 missionwealthadvisors@raymondjames.ca We require applicants to complete a background verification process prior ...
CA$45K - CA$55K/yr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
CA$45K - CA$55K/yr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
Vancouver, BC · On-site
CA$20 - CA$23/hr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
Vancouver, BC · On-site
CA$20 - CA$23/hr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
CA$50K - CA$60K/yr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
CA$50K - CA$60K/yr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
CA$54K - CA$60K/yr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
CA$54K - CA$60K/yr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
Victoria, BC · On-site
CA$45K - CA$50K/yr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
Victoria, BC · On-site
CA$45K - CA$50K/yr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
Toronto, ON · On-site
CA$72K - CA$85K/yr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
Toronto, ON · On-site
CA$72K - CA$85K/yr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
CA$45K - CA$55K/yr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
CA$45K - CA$55K/yr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
Vancouver, BC · On-site
CA$75K - CA$110K/yr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
Vancouver, BC · On-site
CA$75K - CA$110K/yr
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their ...
May@raymondjames.ca We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record ...
May@raymondjames.ca We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record ...
New York, NY · On-site
Summary Under limited direction, the VP, Risk Data & Analytics will lead the analysis, design, development, and ongoing support of data, reporting, and analytics solutions across RJF Risk Management.
New York, NY · On-site
Summary Under limited direction, the VP, Risk Data & Analytics will lead the analysis, design, development, and ongoing support of data, reporting, and analytics solutions across RJF Risk Management.
Denver, CO · On-site
$45K - $65K/yr
Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate ...
Denver, CO · On-site
$45K - $65K/yr
Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate ...
Summary Advise clients about a range of financial products (including savings products, insurance products, consumer credits, and mortgages) that are suitable for the clients' needs or circumstances.
Summary Advise clients about a range of financial products (including savings products, insurance products, consumer credits, and mortgages) that are suitable for the clients' needs or circumstances.
Summary Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established ...
Summary Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established ...
Louisville, KY · On-site
$40K - $50K/yr
Summary Job Summary Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next ...
Louisville, KY · On-site
$40K - $50K/yr
Summary Job Summary Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next ...
$75K - $125K/yr
Summary Note: This position will follow our hybrid work model, we expect the selected candidate to be in office 50% of the total number of business days in a given month at one of the following ...
$75K - $125K/yr
Summary Note: This position will follow our hybrid work model, we expect the selected candidate to be in office 50% of the total number of business days in a given month at one of the following ...
Summary This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our ...
Summary This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our ...
Pittsburgh, PA · On-site
$15.50 - $21/hr
Summary The Client Services Representative - Servicing supports all client requests originating within the Private Bank Service Team. This position includes working closely with the full Sales ...
Pittsburgh, PA · On-site
$15.50 - $21/hr
Summary The Client Services Representative - Servicing supports all client requests originating within the Private Bank Service Team. This position includes working closely with the full Sales ...
CA$85K/yr
Full-time
Re-posted 20 days ago
7.5
Based on 71 frontline employees who took The Breakroom Quiz
114th of 150 rated financial services
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.
You should possess the following:
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:
Tracy.Theemes@RaymondJames.ca
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.
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