IFS – London – Jakupi
Job Posting # 18-092
Tall Oak Private Wealth, an independent agency of Raymond James Ltd that provides wealth management services to high net worth individuals and their families, is seeking a full-time Financial Advisor for our London Ontario office.
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.
Our full service approach focuses on developing individualized and independent financial strategies aimed at reducing taxes, protecting assets and accumulating wealth, all while integrating with other members of their professional circle.
Successful candidates will have a minimum of 3 years industry experience as a Financial Advisor, and should:
- Be fully licensed (securities/mutual funds & insurance);
- Work well in a team environment;
- Be entrepreneurial and self-motivated;
- Have minimum assets under management of $20 million; and
- Have or be working towards the CFP, CIM or CFA designations.
With Tall Oak Private Wealth, you can maintain ownership of your clients and have the ability to earn above average compensation. We also offer:
- Team oriented work environment;
- Executive office with boardroom, client reception area with receptionist and kitchen;
- Experienced and efficient service assistant;
- Marketing support;
- A full suite of technology;
- Discretionary portfolio management platform; and
- Competitive compensation grid.
If you are interested in exploring this opportunity, please submit your cover letter and resume. We will treat all applications with complete discretion and confidentiality as we do our own clients.
Raymond James Ltd
Suite 1001-140 Fullarton St, London ON| N6A 5P2
Phone number: 519-601-9148
To be considered for employment candidates will be required to provide proof of citizenship, permanent residency or eligibility to work in Canada with no restrictions. We require applicants to complete a background verification process prior to commencing employment with the company. Employment is contingent on the satisfactory completion of a pre-employment background check.
We sincerely thank all applicants who express an interest in this role however, only those being directly considered 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.