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.

Portfolio Advisory Associate

Job Summary

As a Portfolio Advisory Associate, you will perform a variety of functions working with the Portfolio Advisory team, in cooperation 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, with and coordinate with, other team members, including the Investment Strategy team, to ensure strategies are implemented across internal publications, products, and the firm’s model portfolios. The successful candidate will be an effective communicator, comfortable with client presentations, a team player with a passion for financial markets and a strong inclination to support our advisory channel.

How does the role impact the organization?

The candidate is a self-motivated individual with exceptional analytic and communication skills. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service.

Reporting to the Head of Portfolio Advisory, and as a key member of the PCS group, the candidate’s contributions are important to effective model portfolio oversight, advisor-facing portfolio advisory support, and consistent implementation of PCS investment views across portfolios for the benefit of the Financial Advisors and their clients.

What will your role be responsible for?

• Monitor Guided Portfolio companies by tracking earnings releases, company announcements, news flow, and relevant research reports;
• Support the development of portfolio-focused commentary, advisor-facing materials, and internal analysis that supports ongoing product due diligence requirements, portfolio reviews and investment decision-making;
• Help ensure advisor-facing materials are consistent with investment views and cross-asset input from within PCS;
• Build relationships with Investment Advisors, demonstrate a high level of customer service, and respond to advisor requests related to portfolio reviews, individual equities, and analyst insights;
• Liaise with Institutional Equity Analysts to remain current on their outlooks and top ideas, participate in regular calls to assess evolving views, serve as a point of contact for advisor research inquiries, and support the evaluation of relevant analyst insights into Guided Portfolio discussions and decision-making processes; and
• Other duties as assigned.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

To qualify for this opportunity, you possess:

• 1-3 years of relevant experience in financial services, investment research, or portfolio support;
• Strong English writing skills - French fluency is an asset;
• Undergraduate or post-graduate degree with a Finance or Economics focus;
• Currently enrolled in, or completed, the CFA program;
• Strong fundamental and quantitative analysis skills;
• Excellent proficiency with MS Office particularly Word, Excel, and PowerPoint;
• Experience with Bloomberg or FactSet is an asset;
• Experience in programming or managing and analyzing datasets is an asset;
• Knowledge of Python is a plus;
  Financial modeling, graphing, and data analysis skills;
• The ability to work independently as well as in a cooperative team environment;
• Excellent oral and written communication skills;
• Strong organizational skills;
• Superior problem-solving skills;
• The ability to work within deadlines in a high-volume, pressure-oriented environment; and
• The ability to effectively handle confidential information.

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same;
• Work with and through others to achieve desired outcomes;
• Make prompt, pragmatic choices and act with the client in mind;
• Take ownership and hold themselves and others accountable for delivering results that matter; and
• Contribute to the continuous evolution of the firm.

Salary Range: $68,000 - 73,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.