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Financial Consultant Financial Advisor

CFP Associate Advisor - Wealth Planning & Client Insights

Job in Barrie, Ontario, A4N, Canada
Listing for: Raymond James Financial
Full Time position
Listed on 2025-12-30
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
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.
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Position Requirements
10+ Years work experience
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