Portfolio Advisory Associate

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together .

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.

Job Summary

As a Portfolio Advisory Associate , you will perform a variety of functions working with the Portfolio Advisory team, cooperating with the broader Private Client Solutions (PCS) group, monitoring holdings within the firm’s model portfolios (Guided Portfolios), answering equity research-related inquiries, and helping translate investment views into actionable portfolio decisions.

In identifying actionable investment opportunities across asset classes, geographies and sectors, you will work and coordinate with other team members, including the Investment Strategy team, to ensure strategies are implemented across internal publication...

Ready to Apply?

Submit your application today and join our talented team at Raymond James Financial.