ASSOCIATE FINANCIAL ADVISOR

Point Grey – Vancouver

SUMMARY

Sophia Financial Group (www.sophiafinancial.ca) is an independent agency of Raymond James Ltd. that provides wealth management services to high net worth clients. Our full service approach focuses on financial planning and superior investment management, education and community outreach. Pro bono service and our social values are an integral part of our business platform.

We are looking for a mature, experienced Associate Financial Advisor to support our growth. This position requires a person with superior relationship skills, a keen attention to detail and an analytical mind. With your depth of experience, you are ready to roll up your sleeves to solve problems to help us manage our current clients and promote the growth of the business overall. We are a high achieving environment serving diverse people and multiple objectives. This excites you. 

Specifically, you will:

  • Help manage our team’s fee-based investment portfolios
  • Build, monitor and re-balance customized investment portfolios that produce solid results
  • Assist in research, analysis, asset mix decisions, and investment product selection with an anticipatory mindset
  • Execute trades
  • Prepare investment policy statements, investment proposals & client review presentations
  • Provide high quality client service, including client meetings, phone, email, and written communication

Qualifications Required:

  • IIROC licensed
  • At least 5 years’ investment and / or financial services industry experience
  • CIM, CFA, CPA, CFP and/or advanced finance or investment qualification, insurance license an asset
  • Experience managing globally diversified portfolios with ETFs, F-class mutual funds and individual securities
  • You are sharp as a whip with outstanding analytical skills and ability to separate the “wheat from the chaff”
  • You possess maturity and are a poised professional in all interactions

You might be attracted to our community outreach, education programs or values based business approach. Our warm and welcoming offices on Vancouver’s west side may be a welcome relief to you from a traditional corporate atmosphere. Or you may love the idea of a flexible work schedule within a dynamic and harmonious team environment. At this stage of your career you are looking at more than just the bottom line. You seek engagement at many levels. If any of this strikes a chord, we may be what you are looking for.

If you are interested in joining our team, please submit your cover letter and resume to:

Tracy.Theemes@raymondjames.ca

(Financial Advisor and Co-Founder of Sophia Financial Group)

We recognize the value of a diverse workforce and appreciate the unique skills and special contribution of each employee. We are committed to diversity, equality and accessibility in our recruitment process.

We would like to thank all interested respondents, but wish to let you know that we will only be contacting applicants that meet our requirements.

Raymond James Ltd. Is a Member Canadian Investor Protection Fund.


Sophia Connection

Money Mindfulnes
September 21st, 2017

Our very survival depends on mastering the flow of money in our lives. Melding various disciplines, philosophies and economic principles, Tracy Theemes will explain how a personal theology of money and employing mindfulness techniques can create new strategies for self-management. In aligning our heart and soul, we can create not just a healthier and better flow but a pathway to financial wellness and peace of mind.

This is a 2 hour summary of the 4 day workshop Tracy taught at Hollyhock Retreat Centre on Cortez Island last summer.

Read more about Tracey

Thursday, September 21st, 2017
Time: 6.30 PM to 8.30 PM

To register Click Here


Beckoned by the Sea by Sylvia Taylor Book Launch
October 4th, 2017

Beckoned Book Cover

Come and meet Sylvia Taylor as she reads from her new book Beckoned by the Sea: Women at Work on the Cascadia Coast. Enjoy a glass of wine, chat with Sylvia and mingle!

A rich and diverse tapestry weaving together the many voices, narratives, skills and talents of women up and down the coastal Pacific Northwest who devote their lives and careers to the sea. Beckoned by the Sea celebrates coastal women from northern BC to northern California who work on or with the sea. The twenty-four women featured in this inspiring and fascinating book represent a variety of industries - from conservation, commercial fishing, and marine biology to safety and rescue, tourism and the arts.

"A worthy read. Sylvia Taylor has respectfully researched and written a wonderful tribute to the women who share their souls and tell their compelling stories about all things marine in Beckoned by the Sea: Women at Work on the Cascadia Coast."
-Margo Bates, author; past president, Canadian Authors-Metro Vancouver

Sylvia's book will be for sale ($22) and she will personalize it for you.

Wednesday, October 4th. 2017
Time: 6:30 PM to 8:30 PM

To register Click Here 


Couples and Money
October 12th, 2017

Dr. Steven Lake, couples coach, will team up with Tracy Theemes to look at how we relate to our partners about finances. As if money isn't hard enough individually, when two people negotiate beliefs, biases and long held (often unconscious) patterns lots of fire can be stirred up. In this informative and dynamic workshop, we will address communication in general and how to talk about money, specifically. 

We will outline various pitfalls and strategies to help avoid them. And finally, we will look at new ways to conquer our fears and find ways to use our money discussions to bring new life and intimacy into our partnerships.

Read more about Steven Lake

Thursday, October 12th. 2017
Time: 6:30 PM to 8:30 PM

To register Click Here 


New Paradigms of Retirement
October 28th, 2017

Our ideas of retirement are being turned upside down with the realities of longer life expectancies, economic upheaval and constant social change.

In this workshop for women and men you will learn:

  • The four new phases of retirement and their financial impact
  • The economic implications of a longer life expectancy
  • Modern income planning strategies
  • How to balance risk with financial security

Taught by Tracy and Kamal Read more about Tracy and Kamal

Saturday, October 28th, 2017
Time: 9:30 AM to 12:30 PM

To register Click Here


Love & the Law
November 8th, 2017

"Let's move in together!"
"Want to get married?"
"There's no way in Hades you are getting any money from me when I'm gone!"

Taught by two of Vancouver's finest legal minds, we will address how the law shapes our relationships and the responsibilities that we, often inadvertently, sign up for when we make relationship commitments - and threats!

The new family and estate laws are altering our expectations as well as our legal roles and responsibilities to one another. It is important to know what your promises mean and how to best protect yourself from unexpected twists and turns in life.

Wednesday, November 8th, 2017
Time: 6:30 PM to 8:30 PM

To register Click Here 


Empowered Investing (for Women)
November 18th, 2017

You will learn:

  • How to make well informed, confident investment decisions
  • The relationship between asset allocation and investment return
  • Modern portfolio construction techniques
  • How to balance risk with financial security

Taught by Tracy Theemes

Saturday November 18th, 2017
Time: 9:30 AM to 12:30 PM

To register Click Here


Transitioning Through Divorce
November 23rd, 2017

Divorce can be complex, challenging, and at times overwhelming.

Join our expert panel for this highly informative discussion of the emotional, legal, and financial aspects of divorce. Tracy Theemes, Financial Advisor, will be joined by a lawyer and a family therapist who will draw upon their diverse backgrounds and expertise to provide a comprehensive overview for participants.

Note: Held at Capilano Library, Edgemont Village, North Vancouver
Taught by Tracy Theemes

Thursday, November 23rd, 2017
Time: 6:30 PM to 8:30 PM

To register Click Here


Stress, Sex and Hormones
December 6th, 2017

Dr. Anita Tannis, a family physician specializing in integrative medicine looks at health and wellness from a contextual point of view. As aging adults we are often confused and sometimes stressed out by our aging bodies. How does ongoing life stress affect us? And what do we need to know about sexuality and hormones to best manage the physical and often social transitions we find ourselves negotiating.

Dr. Tannis will present an overview of the basics to assist you to start 2018 on the right foot and to understand how you can take care of yourself for optimal health, pleasure and longevity.

Wednesday, December 6th, 2017
Time: 6:30 PM to 8:30 PM

To register Click Here


Kamal and Tracy

If you have any questions or would like further information contact
tracy.theemes@raymondjames.ca 604 569 2891 or kamal.basra@raymondjames.ca 604 569 2881



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