Portfolio Analyst

Raymond James Independent Financial Services is seeking an Portfolio Analyst to work in our Toronto Office. Raymond James Ltd. is one of Canada’s leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. The Bowes Wealth Management team delivers discretionary and non-discretionary portfolio management with integrated cross-border expertise, including the management of U.S. retirement plans for Canada–U.S. clients. As a high-performing, multi-advisor team based in Toronto’s Queens Quay, we serve high-net-worth families, business owners, and institutional relationships with disciplined, goals-based wealth management. We are seeking a highly analytical and technically proficient Portfolio Analyst. This role is central to our investment management process, focusing on portfolio analysis, trade execution, and quantitative support for our team of Portfolio Managers. The ideal candidate is a detail-oriented professional with a passion for capital markets and a understanding of investment analysis. Responsibilities:

• Work closely with the team’s portfolio managers to manage investment portfolios
• Execute across globally diversified portfolios incorporating ETFs, mutual funds, equities, fixed income, preferred shares, structured notes, and alternative investments including private securities and hedge funds, ensuring alignment with client risk profiles and investment objectives.
• Assist in research, analysis, and investment product selection.
• Execute trades including bulk trading of discretionary models
• Prepare investment policy statements, investment proposals, performance reporting and client review presentations.
• Prepare advisors for client and prospect meetings by assembling briefing notes, performance and risk reports, proposals, and post‑meeting follow‑ups.
• Generate and update IPS documents, portfolio models, and performance reports.
• Deal directly with clients, attend client meetings, present investment ideas and encourage disciplined investor behavior.
• Streamline administrative processes and resolve issues proactively.
• Build, monitor and re-balance customized investment portfolios, in accordance with client’s profile and compliance requirements.
• Provide high quality client service, including phone, email, written & in-person communication.
• Liaise with support team to ensure that client portfolios are consistent with clients’ financial plans.
• Support the team with current and new business in partnership with the Portfolio Managers.
• Provide tax-efficient and holistic advice on investments, incorporating strategies for tax minimization, asset allocation, and long-term wealth planning.
• Strong understanding of corporate structures is a nice-to-have to optimize advice for business owners and incorporated professionals.
• Collaborate with tax specialists and legal advisors to integrate investment recommendations with broader financial planning, such as retirement strategies, charitable giving, and intergenerational wealth transfer.
• Educate clients on the tax implications of investment decisions, such as capital gains, dividends, and foreign holdings.

Qualifications/Education/Requirements:

• A minimum of 3-5 years’ of direct industry experience in a portfolio analysis, trading, or investment management.
• CIRO licensed. Ability to become RR licensed. CSC/CPH Complete.
• Business/Finance/Math degree. Master's degree in Finance, MBA, or a related quantitative field is a plus.
• CIM designation or CFA in progress.
• Nice to have: Certified Financial Planner (CFP) designation
• Outstanding interpersonal skills and able to work independently and in a team.
• Familiarity with Dataphile, FactSet, Morningstar.
• Nice to have: Knowledge of U.S. retirement accounts (IRAs, Roth IRAs, 401(k)s) and cross-border planning, alongside Canadian registered plans (RRSP, RRIF, LIRA/LIF, TFSA, RESP, RDSP), including rollover/transfer rules, withholding and tax reporting, and tax-efficient asset location.

Salary Range: $80,000-100,000 If you are interested in joining our team, please email your resume and 3 reasons why you would make a strong candidate to: Zachary Schenk Raymond James Ltd Email: Zachary.Schenk@raymondjames.ca Application deadline: 10/27/2025 We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check. We thank all candidates for their interest and advise that only those under consideration 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. Job Wealth management Primary Location CA-ON-ON-Toronto Organization PCG IFS Schedule Full-time