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About the Role

The Senior Financial Planner is an integral member of the Total Wealth Solutions team, dedicated to delivering service excellence in supporting Raymond James advisory teams and their clients.

Responsibilities

Prepares and delivers high quality modular and comprehensive planning deliverables for RJL clients.
Manages each RJL client planning engagement from initial discovery meeting, gathering client data, entering client data, working with the client’s other professional advisors, interpreting planning information and output, and generating and delivering client planning deliverable.
Works collaboratively with all members of the Total Wealth Solutions team to deliver best in class financial planning deliverables and support to advisors, their clients, internal partners, and stakeholders.
Builds strategic relationships with advisors to enhance their knowledge and willingness to engage in Financial Planning activities for the benefit of their HNW clients.
Prepares and delivers presentations and webinars to enhance the knowledge and understanding of the Financial Planning offering to advisors and their clients.
Maintains up-to-date knowledge on topics and subjects in all areas of Financial Planning.
Other duties as assigned.

Requirements

Integrity, initiative, flexibility, and the willingness to help client families in their financial literacy and planning journey.
Investing in your professional career and maintaining up-to-date knowledge in all areas of financial planning, including education, retirement, income tax, estate and insurance and risk management.
Extensive knowledge of Canadian financial planning and its key concepts.
U.S. financial planning background is an asset.
Ability to communicate proficiently in French is an asset.
Extensive knowledge of all Canadian investment solution structures and accounts, and their respective income tax and succession law considerations.
Exceptional etiquette and client service skills including experience in face-to-face, videoconferencing, and telephone scenarios.
Identifying client opportunities and providing potential solutions to client challenges throughout the planning process that align with goals-based planning.
Strong, confident presentation skills.
Demonstrating sound judgement and collaboration with RJL’s Total Wealth Solutions complimentary departments (Tax Consulting, Tax Preparation, Insurance Solutions, Corporate Trustee, and Philanthropy), where appropriate.
Excellent time management, organizational, multi-tasking, and prioritizing skills.
Juggle multiple, competing deadlines in a high-volume and demanding environment while maintaining an attention to detail.
Work independently as well as collaboratively within a team environment.
Oversee the training and development of junior team members.
Exercise tact and the utmost discretion in the handling of client private, confidential information and collaborating with their other professional advisors (tax and legal).
College diploma or University degree with a focus on business and/or finance.
Five+ years of practical, client facing financial planning experience, including Canadian operating, professional and holding corporations, private trusts, and cross-border considerations.
Experience preparing and delivering financial plans for HNW Canadian families in the Wealth Management industry.
Worked with Conquest Planning or Naviplan software in the last two years.
Proficient in Microsoft Office with a willingness to hone existing skills and learn new applications.
Certified Financial Planner (CFP®) designation is required (Pl. Fin for Quebec applicants).
Life License Qualification Program (LLQP) and/or Chartered Life Underwriter (CLU®) designation is an asset.
Trust and Estate Practitioner (TEP) designation is an asset.
Occasional travel may be required.

Skills

Financial Planning
Client Service
Presentation Skills
Time Management
Organizational Skills
Multi-tasking
Prioritization
Attention to Detail
Collaboration
Microsoft Office Proficiency

Location

Canada

Work Type

Full-time
Hybrid

Experience Level

Senior
Five+ years of practical, client facing financial planning experience

Education Level

College diploma or University degree with a focus on business and/or finance.

Salary/Compensations

$110,000-130,000 in addition to 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. (RJL) 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. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.