Elevate your career as a Portfolio Advisory Associate at Raymond James, Canada’s leading investment dealer. This role focuses on portfolio management and client communications.
In this dynamic position, you will collaborate with the Portfolio Advisory team and the Private Client Solutions group to monitor model portfolios and respond to research inquiries. Your role in translating investment strategies into actionable decisions is vital for assisting advisory teams and enhancing client relationships within the firm.
Key Responsibilities:
• Monitor and track developments in model portfolio companies
• Support portfolio commentary and advisor communication efforts
• Align advisor-facing materials with investment perspectives
• Strengthen relationships with Investment Advisors for superior service
• Engage with Institutional Equity Analysts for current outlooks
Requirements:
• 1-3 years of relevant financial services experience
• Excellent written English ski...