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About the Role
The Financial Planner will be part of an integrated process dedicated to serving clients with a higher level of service. This position is ideal for someone looking for a long-term career where they can utilize their planning skills for the benefit of clients on behalf of an expanding client base.
Responsibilities
- Prepare simple projections and comprehensive financial plans.
- Include tax recommendations such as CPP/OAS payments, advice on RIF conversions, tax rates, and corporate details.
- Liaise with complimentary departments (tax, insurance, trust) and note estate-related recommendations/to-do’s.
- Fulfill a client-facing role in presenting and updating financial plans and progress reports.
- Assist with cash flow projection and tax analysis.
- Assist with insurance, financial, and estate planning.
- Assist with cash flow projection analysis and tax package preparation.
Requirements
- Knowledge in Financial Planning and key concepts.
- Previous experience in Naviplan and Snap software is an asset.
- Proficient in Microsoft Office with a willingness and ability to learn new applications.
- Skill in client service, time management, and decision making.
- Excellent organizational, multi-tasking, and prioritizing skills.
- Problem solver and exercises sound judgment.
- Ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and attention to detail.
- Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills.
- Work independently as well as collaboratively within a team environment.
- Assist others with flexibility and willingness as required.
- Exercise tact and discretion in the handling of confidential information.
- Communicate proficiently in French is an asset.
- Practical experience in higher level planning, i.e. the integration of closely held corporations, trust, and/or cross border experience.
- An accounting designation or relevant experience/education is an asset.
- Occasional travel may be required.
Skills
- Financial Planning
- Naviplan
- Snap software
- Microsoft Office
- Client service
- Time management
- Decision making
- Organizational skills
- Multi-tasking
- Prioritizing skills
- Problem solving
- Judgment
- Attention to detail
- Face-to-face communication
- Email communication
- Videoconferencing etiquette
- Telephone etiquette
- Relationship management
- Teamwork
- Flexibility
- Discretion
- French communication
Location
- Canada
Work Type
- Future Opportunities
- Potential future hiring needs
Experience Level
- Higher level planning experience
Education Level
- Certified Financial Planner (CFP®) designation or near completion of the CFP® designation is required.
- An accounting designation or relevant experience/education is an asset.
Salary/Compensations
- $75,000 - $90,000 annually
- Competitive performance bonuses/incentives
Benefits
- Flexible workstyles
- Competitive compensation and benefits package
- Health Benefits
- RRSP Matching Program
- Employee Stock Purchase Plan
- Paid Time Off
- Volunteer Days
- Discretionary Bonuses
- Tuition Reimbursement
About the Company
- 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.
- At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture.
Equal Opportunity
- The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
- We demonstrate our commitment to ensuring equal opportunities for all candidates.
- To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca.
- We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.