Financial Advisor presso Raymond James Ltd

BLA Private Wealth, an independent agency of Raymond James Ltd that provides wealth management services to high net worth individuals and their families is seeking a full-time Financial Advisor. 
 
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.  

Our full-service approach focuses on developing individualized and independent financial strategies aimed at reducing taxes, protecting assets and accumulating wealth, all while integrating with other members of their professional circle. 

Compensation will be a combination of a base salary plus bonuses based on asset under management and new assets you help to bring in as part of the team. 

 

%3Cp%3ESuccessful candidates will have a minimum of three (3) years industry experience as a Financial Advisor, and should:%3C/p%3E%0A%3Cp style=%22font-family: Arial;%22%3E%26bull; %26nbsp; %26nbsp;Be fully licensed (securities/mutual funds %26amp; insurance);%3Cbr%3E%26bull; %26nbsp; %26nbsp;Work well in a team environment.%3Cbr%3E%26bull; %26nbsp; %26nbsp;Be entrepreneurial and self-motivated.%3Cbr%3E%26bull; %26nbsp; %26nbsp;Ability and experienced in business development%3Cbr%3E%26bull; %26nbsp; %26nbsp;Ambitious and excited in building new client relationships%3Cbr%3E%26bull; %26nbsp; %26nbsp;Have minimum assets under management of %2415 million; and%3Cbr%3E%26bull; %26nbsp; %26nbsp;Have or be working towards the CFP, CIM or CFA designations%3Cbr%3E%26bull; %26nbsp; %26nbsp;Insurance licensed is an asset%3C/p%3E%0A%3Cp style=%22font-family: Arial;%22%3EIf you are interested in exploring this opportunity, please submit your cover letter and resume to%3C/p%3E%0A%3Cp style=%22font-family: Arial;%22%3ETo qualify for this opportunity you possess:%26nbsp;%3Cbr%3E%26bull; %26nbsp; %26nbsp;A minimum of 2 years investment industry experience;%26nbsp;%3Cbr%3E%26bull; %26nbsp; %26nbsp;Completion of the Canadian Securities course as well as the Conducts and Practices Handbook;%3Cbr%3E%26bull; %26nbsp; %26nbsp;Experience with Dataphile is a definite asset;%3Cbr%3E%26bull; %26nbsp; %26nbsp;Superior customer service skills;%3Cbr%3E%26bull; %26nbsp; %26nbsp;Proficiency with Microsoft Office (Word, Excel, PowerPoint %26amp; Outlook), Internet Explorer and contact management software;%26nbsp;%3Cbr%3E%26bull; %26nbsp; %26nbsp;The ability to handle confidential information;%3Cbr%3E%26bull; %26nbsp; %26nbsp;Excellent verbal and written communication skills;%3Cbr%3E%26bull; %26nbsp; %26nbsp;The ability to work in a team environment and demonstrate a professional and friendly manner;%3Cbr%3E%26bull; %26nbsp; %26nbsp;Strong organizational and problem solving skills;%3Cbr%3E%26bull; %26nbsp; %26nbsp;Meticulous attention to detail.%3C/p%3E%0A%3Cp%3EIf you would like a challenging and rewarding opportunity in financial services, please email your resume and covering letter to %3Cspan style=%22text-decoration: underline;%22%3E%3Cspan lang=%22EN-CA%22 style=%22font-size: 11.0pt; line-height: 107%; font-family: %27Calibri%27,sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: %27Times New Roman%27; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;%22%[email protected]%3C/span%3E%3C/span%3E%3C/p%3E%0A%3Cp%3ETo be considered for employment candidates will be required to provide proof of citizenship, permanent residency or eligibility to work in Canada with no restrictions.%26nbsp;%3C/p%3E%0A%3Cp%3EWe 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.%3C/p%3E%0A%3Cp%3EEmployment 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 above email details.%3C/p%3E%0A%3Cp style=%22font-family: Arial;%22%3E. We will treat all applications with complete discretion and confidentiality as we do our own clients.%26nbsp;%3C/p%3E%0A%3Cp%3ETo be considered for employment candidates will be required to provide proof of citizenship, permanent residency or eligibility to work in Canada with no restrictions. We require applicants to complete a background verification process prior to commencing employment with the company. Employment is contingent on the satisfactory completion of a pre-employment background check.%26nbsp;%3C/p%3E%0A%3Cp%3EWe sincerely thank all applicants who express an interest in this role however, only those being directly considered will be contacted.%26nbsp;%3C/p%3E%0A%3Cp%3ERaymond 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 above details and we will be happy to help.%3C/p%3E Candidarsi ora