First seen by our source: 27 days ago
Associate Financial Advisor/Financial Advisor
@ Raymond James Ltd.
Vancouver, British Columbia
Overview
Sophia Financial Group, an independent agency of Raymond James Ltd., is hiring an Associate/Financial Advisor for its west side Vancouver office. The role involves client meetings, portfolio reviews, investment research and client service, with a full-time schedule and a salary starting at $85,000 plus performance bonuses. The posting requires at least 5 years of financial services experience and an advanced finance designation or willingness to pursue one.
Responsibilities:
- Lead client meetings and portfolio reviews
- Assist in research, analysis and investment selection
- Prepare investment policy statements and proposals
- Provide high-quality client service across channels
- Help grow the business with the lead advisor
Requirements summary:
- At least 5 years in financial services
- Fully licensed with an advanced finance qualification (CFP, CIM, CFA, CPA) or willingness to obtain one
- Superior relationship and communication skills
- Strong attention to detail and analytical mind
- Able to work in the office
- Entrepreneurial and self-motivated
Tools & skills
Source and dates
Employer career site / ATS feed · taleo
- Employer posting date
- Not provided
- First seen by our source
- 2026-10-11
- Source record updated
- 2026-10-18
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Business development |
| Experience | 5+ years |
| Hours per week | 40 (estimated) |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CFP, CIM, CFA, CPA |
| Perks mentioned | Performance bonus |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Raymond James Ltd.
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
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Full company description
Raymond James Ltd. is the Canadian subsidiary of Raymond James Financial, Inc., one of North America’s leading independent financial services firms. Established in 1962, our parent firm became publicly traded in 1983 and is listed on the New York Stock Exchange under the ticker symbol RJF. Operating in Canada since 2001, Raymond James Ltd.’s roots extend back more than 170 years through predecessor firms that helped shape Canada’s financial landscape. In 2016, the combination of Raymond James Ltd. and 3Macs (MacDougall, MacDougall & MacTier Inc.), founded in 1849, further strengthened our private client business and helped establish Raymond James as Canada’s largest independent investment dealer. Today, we are a proudly Canadian firm providing personalized wealth solutions to individuals, families and institutions nationwide. Our client‑first philosophy is guided by four core values: putting clients first, acting with integrity, thinking long‑term and valuing independence. Our vision—to be a firm as unique as the people we serve—shapes our culture, our partnerships and how we support advisors and associates. We believe diverse perspectives, meaningful relationships and a culture of independence drive better outcomes for clients and communities alike. Raymond James Ltd. is a member of the Canadian Investor Protection Fund (CIPF).
- LinkedIn followers
- 60,004
- People associated on LinkedIn
- 1,518
- Reported office locations
- 40 King Street west. P.O. Box 415, Toronto, ON M5H 3Y2, CA
- Cathedral Place, Vancouver, BC V6C 3L2, CA
- Business categories
- Wealth Management
- Finance
- Financial Services
- Other recorded names
- Raymond James
- Raymond James Ltd.
- Specialties
- Investments
- Estate Planning
- Financial Planning for individual and institutional clients and corporate issuers.
- trusts
- and Insurance
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Raymond James Ltd. is the Canadian subsidiary of Raymond James Financial, Inc., one of North America’s leading independent financial services firms. Established in 1962, our parent firm became publicly traded in 1983 and is listed on the New York Stock Exchange under the ticker symbol RJF. Operating in Canada since 2001, Raymond James Ltd.’s roots extend back more than 170 years through predecessor firms that…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 5,001-10,000 employees |
| Headquarters | Toronto, ON |
| Organization type | Public Company |
| Year founded | 2001 |
| Specialties | InvestmentsEstate PlanningFinancial Planning for individual and institutional clients and corporate issuers.trustsand Insurance |
| Open jobs on Jobsy | 82 |
| View page |
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:
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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