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Raymond James Financial
CFP Associate Advisor - Wealth Planning & Client InsightsRaymond James Financial • Barrie, ON, CA
CFP Associate Advisor - Wealth Planning & Client Insights

CFP Associate Advisor - Wealth Planning & Client Insights

Raymond James Financial • Barrie, ON, CA
30+ days ago
Job type
  • Full-time
  • Permanent
Job description
A leading independent investment firm in Barrie seeks an experienced Associate Advisor/Associate Portfolio Manager. Responsibilities include providing financial planning support, preparing client reports, and monitoring client needs. Candidates must have a minimum of 3 years’ experience in financial services and CFP certification. This is a permanent full-time position with competitive compensation and benefits. #J-18808-Ljbffr
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CFP Associate Advisor - Wealth Planning & Client Insights • Barrie, ON, CA

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