Financial Planner at Raymond James

Vancouver, British Columbia, Canada -

Full Time

Start Date

Immediate

Expiry Date

25 Apr, 26

Salary

100000.0

Posted On

25 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Client Service, Communication Skills, Presentation Skills, Time Management, Organizational Skills, Team Collaboration, Data Interpretation, Relationship Building, Problem Solving, Tax Knowledge, Legal Knowledge, Software Proficiency, Goal-Driven Approach, Integrity, Initiative, Flexibility

Industry

Financial Services

Description

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. Financial Planner As a Financial Planner, you will be the engine behind our advisory teams, producing accurate, comprehensive financial plans for our valued clients. Our vibrant Vancouver branch is where you’ll play a pivotal role in shaping the financial futures, partner with top-tier advisory teams to deliver exceptional, personalized strategies and elevate the client experience to new heights. How does the role impact the organization? This is a role focused on facilitating financial plans and ensuring advisors have the tools and strategies they need to deliver exceptional client experiences. You’ll leverage your banking or wealth management background to manage multiple cases efficiently, interpret client data, and collaborate with tax and legal professionals to create robust, customized plans. If you thrive in a fast-paced environment and excel at precision, organization, and client-focused solutions, this role is for you. What will your role be responsible for? Prepare and deliver clear, modular planning documents for RJL's high-net-worth clients. Take charge of each RJL client’s planning process from the initial meeting, gathering and entering client data, collaborating with other professionals, interpreting planning information, and delivering the final plan. Work closely with team members to provide top-quality financial planning support to advisors, clients, and internal partners. Build strong relationships with advisors to help them better understand and engage in Financial Planning for the benefit of their high-net-worth clients. Prepare and lead presentations and webinars to help advisors and clients better understand Financial Planning. Keep up-to-date on all aspects of Financial Planning to stay informed and relevant. Identify client opportunities and provide solutions that align with their goals throughout the planning process. Other duties as needed. 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? Demonstrate integrity, initiative, and flexibility while guiding client families through their financial literacy and planning journey. Proactively identify client families needs and apply a goal-driven approach to design tailored financial strategies and solutions. Cultivate meaningful relationships by delivering exceptional client experiences and fostering long-term trust and loyalty 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. Qualifications: Minimum of 3 - 5 years of relevant experience Strong understanding of Canadian financial planning and its key concepts. Excellent client service and communication skills, with experience in face-to-face meetings, video calls, and phone conversations. Strong and confident presentation skills. Excellent time management and organizational skills, with the ability to: Work independently and as part of a team. Promote and support the use of financial planning tools within the branch. Handle client confidential information with discretion and collaborate effectively with other professional advisors (tax and legal). Educational/Previous Experience Requirements: Experience creating and presenting financial plans for high-net-worth Canadian families in a wealth management setting. Recent experience (within the last two years) using Conquest Planning or Naviplan software. Comfortable using Microsoft Office and open to improving skills or learning new programs. Licenses/Certifications: 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. CSC and CPH is an asset We encourage our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm Salary Range: $75,000-100,000 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. 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. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Here at Raymond James 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. 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.

Responsibilities

Prepare and deliver comprehensive financial plans for high-net-worth clients while collaborating with advisory teams. Manage the planning process from initial meetings to final plan delivery, ensuring exceptional client experiences.