Associate Financial Advisor
IFS – Perth, ON
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is one of Canada’s leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized wealth management solutions.
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 statements, investment proposals, and client review presentations.
- Deliver high-quality client service through phone, email, written, and in-person communication.
- Liaise with the support team to help ensure client portfolios remain aligned with clients’ financial plans.
- Maintain high standards of integrity, objectivity, and professional expertise.
- Contribute to building a profitable business and attracting new clients in partnership with the lead advisor.
To qualify for this opportunity, you possess:
Registered Representative licensing with CIRO.
- Minimum of 2–3 years of experience providing financial advice to clients and achieving sales results through advice-based conversations.
- Client-centred approach with a commitment to placing clients’ interests first.
- Entrepreneurial mindset and strong business development orientation.
- Strong analytical skills.
- Energetic, ambitious, and outgoing professional style.
- Ability to build strong, lasting relationships with high-net-worth clients.
- Ability to work both independently and collaboratively within a team environment.
- Willingness to work flexible hours as needed to support clients and business requirements.
Additional qualifications include:
CIM or CFA designation, or willingness to obtain one.
- Previous experience managing globally diversified portfolios using ETFs, F-Class mutual funds, and individual securities.
- Excellent interpersonal and communication skills.
- Demonstrated ability to attract and develop new client relationships.
The following would be considered assets:
Familiarity with Dataphile, FactSet, Morningstar, and Microsoft Office.
- An existing book of clients; transition assistance may be available.
- Financial planning orientation; financial planning certification is considered an asset.
What can you expect from us?
Raymond James Ltd. values people as our most important investment. We offer a competitive compensation structure and the opportunity to build a rewarding career within a firm that supports collaboration, professional growth, and a client-first approach.
Salary Range: Based on education, relevant experience, and qualifications, the salary range is $55,000–$60,000, in addition to competitive performance bonuses and incentives.
If you would like to join our team, please submit your resume and cover letter, quoting the position title, by August 31, 2026.
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 check. Employment is contingent on the satisfactory completion of a pre-employment background check.
We sincerely thank all applicants who express an interest in this role; only those being directly considered 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 details above and we will be pleased to assist.
