Investment Advisor Associate

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together . Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Investment Advisor Associate How does the role impact the organization? The Investment Advisor Associate will be an integral member of a dynamic team dedicated to supporting clients' financial well-being and delivering a high standard of service. This role requires an energetic, entrepreneurial, and driven investment professional with meticulous attention to detail, a positive attitude, and a proactive, client-focused mindset. The successful candidate will interact directly with clients, making exceptional interpersonal and communication skills imperative. The ability to work independently while contributing effectively within a collaborative team environment is critical to success in this role. What will your role be responsible for? Relationship Management Deliver gold standard client service by anticipating needs, addressing inquiries proactively, demonstrating strong listening skills, and fostering strong, trust-based relationships. Provide high-quality, timely client service across all channels, including phone, email, written correspondence, and in-person interactions. Proactively identify and pursue new business opportunities through consistent prospecting and relationship development. Investment Management Work closely with the lead advisor to manage fee-based and non-fee-based investment portfolios. Prepare and deliver investment policy statements, portfolio evaluations, client commentaries/reviews, and investment proposals. Build, monitor, and rebalance customized investment portfolios in accordance with client profiles and compliance requirements. Assist in research and analysis, contributing to asset mix decisions, and investment product selection. Execute trades accurately and in a timely manner in accordance with client strategy and compliance guidelines. Liaise with the team to ensure client portfolios remain consistent with clients' financial plans and evolving needs. Uphold the highest standards of integrity, professionalism, objectivity, and expertise. What can you expect from us? Our most important investment is in people. Upon eligibility, Raymond James Ltd offers a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.