Associate Portfolio Manager
2 days ago
Raymond James Financial Services is seeking an experienced Associate Portfolio Manager to join our team in Barrie. As a leading full-service independent investment dealer, we offer high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Key Responsibilities:
- Provide comprehensive administrative and portfolio management services to the team and clients.
- Work closely with the Portfolio Manager and entire team to ensure seamless execution of client meetings and portfolio management.
- Manage account cash holdings and work to ensure always invested, earning top rates.
- Follow up with GIC maturities and work with clients to ensure cash investments match time frame and objectives.
- Attend all client meetings in the office and via zoom, taking notes and building relationships with clients.
- Work with the team to identify areas for specialized support and develop a robust screening process to meet the needs of our specialized portfolios.
- Take over management of small accounts to provide personal support and monitor and update monthly financial reports to track sales and assets to Business Plan.
Requirements:
- Industry CSC licensing is mandatory.
- Three years as an RR in the industry.
- Working towards CIM or CFA designations.
What We Offer:
A competitive compensation and benefits package, as well as opportunities for professional growth and development.
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