Emploi Planner Barrie, ON

Raymond James Ltd. is seeking an experienced Associate Advisor/Associate Portfolio Manager to work in our Barrie office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians...

 ...services are in great demand. We invite you to bring your bold ideas and big dreams and become part of a global team of over 50,000 planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects... 

 ...Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.... 

 ...services are in great demand. We invite you to bring your bold ideas and big dreams and become part of a global team of over 50,000 planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects... 

 ...have Fluent in English + other language Great communication skills Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist) What’s in it for you? We thrive on the... 

 ...~ Company events Position Description Our client, a well-established advanced manufacturer, is seeking a Production Planner (on days) to support the smooth and efficient flow of materials, production schedules, and outsourced services across a multi-shift operation... 

 ...about this role, please review our “Financial Advisor Investment and Retirement planning” postings.” What is the role of a Financial Planner? As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality... 

 ...certification Vulnerable Sector Check Advanced aquatic certifications including Instructor Examiner and Trainer Certified Program Planner designation Aquatic Safety Inspector LSS Pool Operator Level 1 or equivalent Aquatic Fitness Certification (e.g. CALA Water... 

 .../Investment Funds in Canada Course (IFC) and must meet eligibility requirements for CIRO-MFD licensing upon hire. Personal Financial Planner (PFP) within 24 months of hire. ~ Youre a certified professional (Quebec). You have current accreditation and good standing in AMF...