Description
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 re...
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 re...
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