Opportunity 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
#J-18808-Ljbffr
Ready to Apply?
Submit your application for CFP Associate Advisor - Wealth Planning & Client Insights at Raymond James Financial
Apply for this Position