Personal Financial Planner (Full-time Permanent Job)

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
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.
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); Assist with cash flow projection analysis and tax package preparation.
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.
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;
Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
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.
Certified Financial Planner (CFP) designation or near completion of the CFP designation is required.

Travel
~ Occasional travel may be required.

Salary Range: $110,000-115,000 annually, in addition to competitive performance bonuses/incentives.
Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.
This posting is for an existing vacancy.
When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. These tools help us review applications efficiently, but they do not replace human decision-making.
Financial Planning
Full-time
Permanent Full-Time