CURRENTLY HIRING

ASSOCIATE FINANCIAL ADVISOR/PORTFOLIO ANALYST

Point Grey – Vancouver

SUMMARY

Are you an experienced financial professional seeking a role in a boutique firm where clients are #1, you delve into financial details and are an integral member of a top-producing team? Do you believe in integrity, investing with wisdom and a high degree of professionalism in all that you do? Do you seek the freedom to help clients without the pressure of sales targets? If so, we want to hear from you.

Sophia Financial Group (www.sophiafinancial.ca) is an independent agency of Raymond James Ltd. that provides wealth management services to high net worth clients and we are growing. Our full-service approach focuses on financial planning and superior investment management, education and community outreach. Our distinct culture is built on a shared commitment to doing what is right for our clients, their families and our community and producing quality results in an entrepreneurial environment. Pro bono service and our social values are an integral part of our business platform.

We are looking for a mature, experienced Associate Financial Advisor/Portfolio Analyst to support our growth. This is a salaried position.

WHAT YOU WILL BE DOING

As a member of our team, you will work in a high-achieving environment serving a well-established, diverse client base with multiple objectives to advance their financial goals and to help build our business

Relationship Management

• Provide gold standard client service anticipating client needs and delivering proactive and quality communications to ensure clients are apprised of details related to their accounts

• Assist in prospecting and the development of new business

Investment Management

• Assist in managing our team’s fee-based investment portfolios

• Prepare investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries/reviews, and investment proposals

• Provide technical and fundamental insight during client and prospective client meetings
• Build, monitor and re-balance customized investment portfolios in accordance to client’s risk tolerance and that produce robust results
• Assist in research, analysis, asset mix decisions, and investment product selection with an anticipatory mindset
• Execute trades

QUALIFICATIONS REQUIRED

This position requires an energetic, ambitious and driven investment professional who puts their clients first. You are meticulous in your attention to detail; you possess a strong analytical mind and a positive attitude. With your depth of experience, you are ready to roll up your sleeves to solve problems to help us manage our current clients’ portfolios and promote the growth of the business overall.

• At least 5 years’ investment and/or financial services industry experience

• IIROC licensed or Portfolio Manager designation

• An advanced finance or investment qualification such as CFP, CIM, or CFA; insurance license is an asset

• Experience managing globally diversified portfolios with ETFs, F-class mutual funds and individual securities
• You are sharp as a whip with outstanding analytical skills that include financial modelling knowledge
• Experience delivering the highest standard of client service where you demonstrated putting the client first and gaining client loyalty
• Stellar communication skills demonstrated in all writing formats and in person
• You thrive in an entrepreneurial environment
• You are outgoing, a hard-working professional with strong initiative
• Maturity and are a poised professional in all interactions

WHAT WE OFFER

You are attracted to our community outreach, education programs and values-based business approach. Our warm and welcoming offices on Vancouver’s west side may be a welcome relief to you from a traditional corporate atmosphere. And you may love the idea of a flexible work schedule within a dynamic and harmonious team environment. At this stage of your career you are looking at more than just the bottom line. You seek engagement at many levels. If any of this strikes a chord, we may be what you are looking for.

TO APPLY

If you are interested in joining our team, please submit your cover letter and resume to: 

marlene@career-solutions.ca
Human Resources Consultant Retained by Sophia Financial

We recognize the value of a diverse workforce and appreciate the unique skills and special contribution of each employee. We are committed to diversity, equality and accessibility in our recruitment process.

We would like to thank all interested respondents, but wish to let you know that we will only be contacting applicants who meet our requirements.