Portfolio Advisory Associate

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

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.

Portfolio Advisory Associate

Job Summary

As a Portfolio Advisory Associate, you will perform a variety of functions working with the Portfolio Advisory team, in cooperation with the broader Private Client Solutions (PCS) group. Your duties include monitoring holdings within the firm’s model portfolios (Guided Portfolios), answering equity research‑related inquiries, and helping translate investment views into actionable portfolio decisions. You will identify actionable investment opportunities across asset classes, geographies, and sectors, and coordinate with team members—including the Investment Strategy team—to ensure strategies are implemented across ...