Talent.com
Certified Financial Planner
Certified Financial PlannerRaymond James Ltd. • Barrie, ON, CA
Certified Financial Planner

Certified Financial Planner

Raymond James Ltd. • Barrie, ON, CA
Il y a plus de 30 jours
Type de contrat
  • Temps plein
  • Permanent
Description de poste

Job Summary

Raymond James Ltd. is seeking an experienced Associate Advisor / Associate Portfolio Manager to work in our Barrie office. Raymond James is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. You will work closely with the Portfolio Manager and entire team, providing comprehensive financial planning support to the team and clients. This is a permanent full-time position with a competitive compensation and benefits package.

Mandatory Licensing Requirements

  • Industry CFP certification is mandatory.
  • Three years’ experience in the industry.

Responsibilities

  • Prepare client reports and files ahead of Advisor client meetings.
  • Work with the team to identify areas where you can provide specialized planning support for different aspects of the business.
  • Follow up with client meeting notes to provide financial planning where needed.
  • Monthly review of client planning needs and review key actions suggested with the Manager.
  • Monitor and update monthly financial planning reports to track to Business Plan. Meet with Manager monthly to appraise of performance to plan.

    • Administrative, Business Analysis, Marketing, Insurance and US Account Support

  • Learn overall aspects of the administrative process to appreciate the systems and processes.
  • Responsible for monitoring client accounts and maintaining client files, as needed.
  • Learn our process for scanning all client documentation to central server files.
  • Familiarize yourself with our Master Calendar and how we lay out our actions each month / year.
  • Assist in planning, organizing and executing client and charitable events periodically throughout the year.
  • Review our insurance support and marketing processes.
  • Gain overview of US domiciled account systems and processes.
  • Objective is to gain an understanding of all that the administrative team does and how they support the business, for occasional back‑up if needed.

    • Safety and Light Office Duties

  • In winter, assist to occasionally clear walkway and put down salt for everyone’s safety.
  • Prior to client meetings walk through office area with fresh view and ensure office is clean and up to high standards.
  • Be prepared to perform minor troubleshooting and software updates with office computers, fax and copier.
  • Objective is to take ‘ownership’ of the office systems and safety of everyone.

    • Qualifications

  • Minimum 3 years’ experience, working within the Financial Services industry.
  • Able to provide constructive suggestions, ideas to improve client’s experience with our office.
  • Great organizational skills and a dependable nature to meet deadlines.
  • The ability to organize year’s reoccurring tasks.
  • Excellent verbal and written communication skills.
  • The ability to follow and execute well laid out business processes.
  • The ability to work in a team environment and demonstrate a professional and friendly manner.
  • A positive attitude and strong work ethic.
  • Exceptional problem‑solving skills.
  • The ability to prioritize and multitask.
  • Openness and willingness to learn new systems.
  • The ability to work well independently.
  • Meticulous attention to detail.
  • Proficiency with MS Office (Word, Excel, and PowerPoint).
  • Familiar with CRM software tools.
  • A result’s driven, goal-oriented and proactive approach.

    • Advantageous Designations and Additional Licensing

  • Securities license
  • Life Insurance license
  • TEP designation

    • Support is provided to cover some costs of advanced licensing and applicable financial designations, as well as ongoing focused professional career development, if you are a successful candidate.

    #J-18808-Ljbffr

    Créer une alerte emploi pour cette recherche

    Planner • Barrie, ON, CA

    Offres similaires
    Wealth Planning Associate — Build Client Plans

    Wealth Planning Associate — Build Client Plans

    TD Securities • Central Ontario
    Temps plein
    A leading investment firm in Canada seeks an Associate Planner in Orillia, Ontario.The role involves identifying clients' financial goals, conducting analysis, and providing planning expertise.We'r...Voir plus
    Dernière mise à jour : il y a 10 jours • Offre sponsorisée
    Licensed Realtors - Alliston

    Licensed Realtors - Alliston

    Faris Team • Barrie, ON, Canada
    Temps plein
    Salary : Contractor - Commission.Are you ready to work for the highest producing real estate team in both volume and number of sales? Canadas #1 Real Estate Team is seeking Realtors in Alliston, and...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Litigation Lawyer - Debt Recovery (FT)

    Litigation Lawyer - Debt Recovery (FT)

    Recruiting For Less • Maple, ON, Canada
    Temps plein
    Our Toronto boutique law firm client acts for Canada's largest financial institutions.They are growing rapidly and seeking an experienced Litigation Lawyer to join their disputes team which han...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Senior Accountant

    Senior Accountant

    HORMANN CANADA INC. • L0L, ON, Canada
    Temps plein
    Monitor billing activities to identify, troubleshoot, and correct errors.Review daily margin reports to ensure accuracy and consistency. Perform timely reconciliation of all bank accounts and resolv...Voir plus
    Dernière mise à jour : il y a 7 heures • Offre sponsorisée • Nouvelle offre
    Real Estate Sales Representative

    Real Estate Sales Representative

    Royal LePage Real Estate • Barrie, ON, Canada
    Temps plein
    Royal LePage is committed to helping you launch and accelerate your real estate career by providing the industry-leading technology, lead generation and training you need to reach your goals.With a...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Canvasser / Marketer

    Canvasser / Marketer

    JK Home Services - Port Severn • Port Severn, ON, Canada
    Temps plein
    Are you looking to gain valuable marketing experience? Are you looking to improve your sales and communication skills? We at JK Home Services are looking for people to join our marketing team today...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    LTO - 1.0 FSL, FSL QUALS

    LTO - 1.0 FSL, FSL QUALS

    Simcoe County District School Board • Barrie, ON, Canada
    Temps plein +1
    Assignment Details including Required Qualifications : .Whether you self-identify with one of the four equity-deserving groups designated under the federal. Applicants may also self-identify with an e...Voir plus
    Dernière mise à jour : il y a 2 jours • Offre sponsorisée
    PLANT CONTROLLER

    PLANT CONTROLLER

    Finlink Group • Maple, ON, Canada
    Temps plein
    Are you a hands-on finance leader who thrives in a fast-paced manufacturing environment? We’re looking for a.In this role, you’ll be the financial backbone of the plant, ensuring accura...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Certified French as a Second Language (FSL) Teachers

    Certified French as a Second Language (FSL) Teachers

    Simcoe Muskoka Catholic District School Board • Barrie, ON, Canada
    Temps plein
    CERTIFIED FRENCH AS A SECOND LANGUAGE (FSL) TEACHERS.Ongoing Daily Occasional, Long Term Occasional and Permanent.Up to 7 hours per day Monday to Friday. We are actively recruiting for certified tea...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Work From Home - Sales Representative - 60k / Year

    Work From Home - Sales Representative - 60k / Year

    Spade Recruiting • Tay, Ontario
    Télétravail
    Temps plein
    Quick Apply
    We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day pr...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Asset & Infrastructure Lead

    Asset & Infrastructure Lead

    InnServices • Innisfil, ON, Canada
    Temps plein
    Join us at InnServices as an Asset & Infrastructure Lead!.Located in Innisfil, InnServices is an award-winning, progressive organization that delivers the highest quality.Innisfil and other mun...Voir plus
    Dernière mise à jour : il y a 21 jours • Offre sponsorisée
    Bilingual Collections Agent

    Bilingual Collections Agent

    NorthLake Financial Corp • Barrie, ON, Canada
    Temps plein
    Salary : Starting at $40,000 / year + Commission.Northlake Financial team is growing! If you are a committed and collaborative professional looking to contribute to a hard-working, innovative team, th...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Automotive Sales Consultant

    Automotive Sales Consultant

    Bolton KIA • Bolton, ON, Canada
    Temps plein
    As one of Ontario’s fastest-growing dealer groups, we are committed to creating exceptional experiences for both our customers and employees. We value family, community, and supporting the pro...Voir plus
    Dernière mise à jour : il y a 3 jours • Offre sponsorisée
    Certified Financial Planner

    Certified Financial Planner

    Raymond James Ltd. • Barrie
    Temps plein +1
    Associate Advisor / Associate Portfolio Manager to work in our Barrie office.Raymond James is one of Canada’s leading full-service independent investment dealers offering high-quality investment prod...Voir plus
    Dernière mise à jour : il y a 10 jours • Offre sponsorisée
    Financial Reporting Consultant

    Financial Reporting Consultant

    Vaco by Highspring • King City, ON, CA
    Temporaire
    Our client is sourcing a Financial Reporting Consultant for a 6-month contract.Manage certain accounting processes and ensure data integrity of accounting records. Consolidate accounting records for...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    SFA Team Lead, FP&A

    SFA Team Lead, FP&A

    Titanium Logistics Inc. • Bolton, ON, Canada
    Temps plein
    From fuel costs to freight margins, the numbers tell the story of our business.Senior Financial Analyst – Team Lead.Reporting to the Manager, FP&A, you will lead the development of financ...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Certified Financial Planner

    Certified Financial Planner

    Raymond James Financial • Barrie
    Temps plein +1
    Associate Advisor / Associate Portfolio Manager to work in our Barrie office.Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Can...Voir plus
    Dernière mise à jour : il y a 10 jours • Offre sponsorisée
    Finance Private Tutoring Jobs Central Foothills

    Finance Private Tutoring Jobs Central Foothills

    Superprof • Central Foothills, Canada
    Temps plein +1
    Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée