Licensed Assistant
Barrie, ONFull Time
Raymond James Ltd.
3+ YOECandidates need a securities licence in good standing and at least three years of experience as an Investment Representative in financial services. Strong organization, attention to detail, clear communication, and proficiency with MS Office and CRM tools are also required.
MS Word, MS Excel, MS PowerPoint, CRM software, fax, copier
Certified Financial Planner
Barrie, ONFull Time
Raymond James Ltd.
3+ YOECandidates need a CFP certification and at least three years in financial services. They must be organized, detail-oriented, strong communicators and comfortable with MS Office and CRM tools.
MS Word, MS Excel, MS PowerPoint, CRM software, Office fax and copier