Senior Financial Planner

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

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.

Senior Financial Planner

How does the role impact the organization?

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

What will your role be responsible for?

• Prepares and delivers high quality modular and comprehensive planning deliverables for RJL clients.
• Manages each RJL client planning engagement from the 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 our advisors, their clients, internal partners, and stakeholders.
• Builds strategic relationships with advisors with the goal of enhancing 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 our advisors and their clients.
• Maintains up-to-date knowledge on topics and subjects in all areas of Financial Planning.
• Other duties as assigned.

What can you expect from us ?

Our most important investment is in people.  Upon eligibility, Raymond James Ltd offers  flexible workstyles,  a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

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.