Financial Planner (Evergreen)

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

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.

Financial Planner

(Future Opportunities)

How does the role impact the organization?

The Financial Planner will be part of an integrated process that is dedicated to serving our 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 the clients we serve on behalf of an expanding client base.

What will your role be responsible for?

• Prepare both simple projections and comprehensive financial plans;
• Include tax recommendations – i.e. CPP/OAS payments, advice on RIF conversions, tax rates, corporate details, etc.;
• Liaise with our complimentary departments (tax, insurance, trust) and make note of any 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;
• Help with insurance, financial and estate planning if you have experience and knowledge (if not this would be an area of growth); and
• Assist with cash flow projection analysis and tax package preparation.

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.

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

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.

Financial Planner

(Future Opportunities)

How does the role impact the organization?

The Financial Planner will be part of an integrated process that is dedicated to serving our 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 the clients we serve on behalf of an expanding client base.

What will your role be responsible for?

• Prepare both simple projections and comprehensive financial plans;
• Include tax recommendations – i.e. CPP/OAS payments, advice on RIF conversions, tax rates, corporate details, etc.;
• Liaise with our complimentary departments (tax, insurance, trust) and make note of any 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;
• Help with insurance, financial and estate planning if you have experience and knowledge (if not this would be an area of growth); and
• Assist with cash flow projection analysis and tax package preparation.

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?

To qualify for this opportunity you possess:

• 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 judgement;
• The ability to within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative 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; and
• Communicate proficiently in French is an asset.

Educational/Previous Experience Requirements

• Practical experience in higher level planning, i.e. the integration of closely held corporations, trust, and/or cross border experience; and
• An accounting designation or relevant experience/education is an asset.

Licenses/Certifications

• Certified Financial Planner (CFP®) designation or near completion of the CFP® designation is required.