Financial Services Professional

3 days ago


Santa Clarita, California, United States Raymond James Financial Services Full time

Financial Advisor Opportunity at Raymond James Independent Financial Services

**About the Role**

Raymond James Ltd., a leading independent investment dealer, is seeking a full-time Financial Advisor to join their team in Barrie, ON. As a Financial Advisor, you will be responsible for providing customized solutions to clients seeking wealth management services.

**Requirements**

* Minimum 5 years of industry experience as a Financial Advisor
* Securities licensed
* CFP designation or working towards
* Managing AUM of +$35 million
* Annual gross income of +$350,000

**What We Offer**

* Executive office with boardroom and client reception area
* Experienced Service Assistants
* Marketing Assistant
* State-of-the-art technology
* Paperless office
* Team-oriented work environment

**About Barrie**

The City of Barrie is a dynamic and growing community of +150,000. Located 43 miles north of Toronto and situated on beautiful Kempenfelt Bay, Barrie offers an excellent lifestyle with a myriad of recreational opportunities.



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