CFP Associate Advisor - Wealth Planning & Client Insights

Raymond James Financial • barrie, Canada

📍 Location

barrie

⏰ Job Type

Full-time

📅 Posted

June 19, 2026

About the Role

                A leading independent investment firm in Barrie seeks an experienced Associate Advisor/Associate Portfolio Manager. Responsibilities include providing financial planning support, preparing client reports, and monitoring client needs. Candidates must have a minimum of 3 years’ experience in financial services and CFP certification. This is a permanent full-time position with competitive compensation and benefits.
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