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Représentant(e) Ventes internes/Inside Sales Representative
ADP
Montreal, QC
- Full-time
Intérêt marqué pour la vente, le développement des affaires, une expérience en service à la clientèle (centre d’appels, services bancaires ou commerce de détail, un atout)
Added 10 mins ago
NB
Associate
National Bank of Canada
Victoriaville, QC
- Full-time
A career as an Associate in the Evolution Wealth Management team at National Bank Financial, will give you the opportunity to show your ability to work in synergy with clients and…
Added 10 mins ago
MC
Technicien(ne) de l'entrepot magasin / Store Warehouse Associate
Mobilia Canada
QC · Montérégie, QC
- Full-time
S’assurer de respecter l’ordre des priorités des cueillettes et que celles-ci soient effectuées de façon sécuritaire pour le client.
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Directeur / Directrice Fusions et Acquisitions, Marché Intermédiaire- FR
RBC
Montréal-Ouest, QC
- Full-time
…largest dedicated Mid-Market M&A team within RBC’s Corporate Client Group in Commercial Banking. As a Director, you will assume day-to-day responsibility for pitch support, end-to-end…
Added 11 mins ago
Tax - Tax Associate
Segal GCSE LLP
Toronto, ON
As a member of our Tax Team, you will advise our clients by contributing to strategic tax planning and client management initiatives. As Tax Associate, you’ll work as part of a team to…
Added 11 mins ago
SG
Enterprise - Intermediate Associate
Segal GCSE LLP
Toronto, ON
- $58,000 to $72,000 CAD / year
The Enterprise Intermediate Associate completes compilation engagements and assigned sections of larger or more complex client files with increased independence and limited supervision.…
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Bilingual Senior Workforce Manager Support Consultant / Consultant(e) principal(e) en soutien à la gestion des effectifs bilingue
ADP
Burnaby, BC · Toronto, ON · Montreal, QC · Dartmouth, NS · Etobicoke, Ontario
- Full-time
…collaborating with other ADP associates to ensure our products and services deliver winning results. The expert support you provide can make our workforce solutions stand out in an…
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Technicien(ne) de l'entrepot magasin / Store Warehouse Associate
Mobilia
Quebec, QC · St-Hubert, Quebec
- Full-time
S’assurer de respecter l’ordre des priorités des cueillettes et que celles-ci soient effectuées de façon sécuritaire pour le client.
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Associate Director, Deposits
BMO
Toronto, ON · FCP
- Full-time
The Associate Director, Deposits plays a critical role in supporting and advancing the Private Wealth Deposits business across both Private Banking and BMO Nesbitt Burns. This position…
Added 57 mins ago
GL
Administrative Systems Associate
GroupSource LP
Calgary, AB
- Full-time
GroupSource is currently recruiting for an Administrative Systems Associate to join our team in Calgary, AB. This is full-time, hybrid role based out of Calgary, AB, where you'll have the…
Added 1 hour ago
KL
Associate Lawyer
KSI Law
Markham, ON
- Full-time
…full legal needs, from litigation and real estate to corporate services and…
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Personal Banking Associate Trainee (Korean Language Skills an Asset)
TD
Langley (District), BC
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 1 hour ago
T
Customer Experience Associate
TD
Kamloops, BC
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 1 hour ago
T
Customer Experience Associate
TD
Welland, ON
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 1 hour ago
T
personal banking associate
TD
Erin, ON
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
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T
Customer Experience Associate
TD
Canmore, AB
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 1 hour ago
LI
Associate, Private Capital Markets
Lankin Investments
Vaughan, ON
- $70,000 to $80,000 CAD / year
- Full-time
1–3 years of experience in inside sales, business development, financial services, or another client-facing sales environment.
Added 1 hour ago
WT
Associate, Options Clearing
Wealthsimple Technologies
Remote, Canada
- $54,400 to $68,000 CAD / year
- Full-time
- Remote
…and expirations across our options book. This work protects client assets directly, so accuracy isn't optional - you're the person who catches a break in the data before it becomes a…
Added 1 hour ago
RJ
Account Transfer Associate - 12 Month Contract
Raymond James
Vancouver, BC
- Full-time
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…
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Associate Art Director - Characters | Directeur.trice Artistique Associé.e – Personnages
NBCUniversal
Montreal, QC
- Full-time
Notre impact repose sur l’amélioration des communautés dans lesquelles nos employé·e·s, nos client·e·s et nos publics vivent et travaillent. Nous avons une riche tradition d’engagement…
Added 2 hours ago
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Accounting Associate
Bluestar Equity
Mississauga, ON
- Full-time
Bluestar Professional Services Inc. is looking for a knowledgeable and experienced Accounting Associate to support the day-to-day accounting operations of multiple client law firms.
Added 2 hours ago
SG
Assurance - Senior Associate
Segal GCSE LLP
Toronto, ON
- $70,000 to $100,000 CAD / year
The Assurance, Senior Associate is responsible to apply sound practices and methodologies to conduct audits and review engagements. Reporting to Partners, Principals and Managers, the…
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Customer Experience Associate
TD
Thunder Bay, ON
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
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T
Customer Experience Associate
TD
Toronto, ON
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 2 hours ago
T
Personal Banking Associate
TD
Brampton, ON
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…

Raymond James

Associate Financial Advisor/Financial Advisor

Vancouver, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Experience: At least 5 years’ financial services industry experience
Posting language: English
Posted: Oct 3, 2026

Original job description

Sophia Financial Group (sophiafinancial.ca) is an independent agency of Raymond James Ltd. We are seeking an Associate/ Financial Advisor to work in our west side Vancouver office. Our full-service approach focuses on financial planning, superior investment management, education and community outreach.

Our distinct and inclusive culture is built on a shared commitment to inclusion, gender equality and social impact. Pro bono service, values-based investing and a professional standard of excellence are an integral part of our business platform.

This position requires an ambitious, good-hearted and values-driven investment professional. You are a lifelong learner. The successful candidate will have a meticulous attention to detail, possess a positive attitude, and have superior interpersonal skills.

Responsibilities:

Lead client meetings, present investment ideas, manage portfolio reviews and encourage disciplined investor behavior
Assist in research, analysis, asset mix decisions, and investment selection
Prepare investment policy statements, proposals & client review presentations
Provide exemplary quality client service, including phone, email, written & in-person communication
Maintain high standards of integrity, objectivity, and expertise
Help maintain and grow a profitable business with the lead advisor

Qualifications:

You must have superior relationship skills, a keen attention to detail and a strong analytical mind. You really enjoy people. You are even-keeled and able to convey calm and wisdom in the face of market volatility and client anxiety.

You should possess the following:

At least 5 years’ financial services industry experience
Be entrepreneurial and self-motivated. There is succession potential for this role
Be fully licensed with an advanced finance qualification such as CFP, CIM, CFA, or CPA; or be willing to work towards it
Be able to work in the office
Have stellar communication skills
You must demonstrate maturity and poise in all interactions

Salary Range: Based on education, work experience starting at $85,000 in addition to competitive performance bonuses/incentives.

If you are interested in joining our team, please submit a cover letter and resume to:

Tracy.Theemes@RaymondJames.ca

We thank all candidates for their interest and advise that only those under consideration 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 details and we will be happy to help.

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More about this job

Responsibilities

The associate will lead client meetings, manage portfolio reviews, and present investment ideas while assisting with research and asset mix decisions. They are also responsible for providing high-quality client service and helping to grow the business alongside the lead advisor.

Requirements

Candidates must have at least 5 years of experience in the financial services industry and possess superior relationship and analytical skills. A professional finance qualification such as CFP, CIM, CFA, or CPA is required or must be actively pursued.

Skills

Financial planning
Investment management
Portfolio management
Investment research
Asset allocation
Financial analysis
Communication skills
Interpersonal skills
Attention to detail
Analytical skills
Integrity
Objectivity
Entrepreneurial mindset

Benefits

Performance bonuses
Incentives

Visa sponsorship

Not detected in the job text

Hiring contact

Tracy Theemes

Hiring contact email

Tracy.Theemes@RaymondJames.ca

Keywords

Financial Advisor
Wealth Management
Investment
Financial Planning
Portfolio Review
Asset Mix
Investment Policy Statement
CFP
CIM
CFA
CPA
Raymond James
Client Service
Market Volatility
Values-based Investing
Social Impact
Succession Planning
Financial Services

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