About this role
Associate Financial Advisor at Raymond James Ltd.. Location: Perth, Ontario, Canada. Role: supporting portfolios, advising clients, building relationships Requirements: CIRO registered representative required, 2+ years advising clients, strong analytical and business development skills, client-centred approach, willingness to obtain CIM/CFA, experience with diversified portfolios. Category: Finance Seniority: Entry Level Tools: Dataphile, FactSet, Morningstar, Microsoft Office Certifications: ciro, cim, cfa Commitment: Full Time Workplace: Onsite Languages: English