Financial Planner
3 weeks ago
Financial Planner Raymond James Ltd. is Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customised wealth‑management solutions. Role Overview The Financial Planner will be part of an integrated process dedicated to serving clients with a higher level of service. The position is ideal for a long‑term career where you can utilise planning skills to benefit an expanding client base. Key Responsibilities Prepare simple and comprehensive financial plans and projections. Provide tax recommendations, including CPP/OAS payments, RIF conversions, tax rates and corporate details. Liaise with tax, insurance and trust departments; note estate‑related recommendations. Present and update financial plans and progress reports to clients. Assist with cash‑flow projections and tax analysis. Support insurance, financial and estate planning; grow expertise if needed. Prepare tax package documentation. Qualifications & Skills Knowledge of financial planning concepts. Experience with Naviplan and Snap software (asset). Proficient in Microsoft Office and willing to learn new applications. Strong client‑service, time‑management and decision‑making skills. Excellent organisation, multi‑tasking and prioritisation. Problem‑solving with sound judgement. Ability to meet deadlines in a high‑volume environment while maintaining detail focus. Advanced face‑to‑face, email, videoconferencing and telephone etiquette and relationship management. Independent and collaborative team player; flexible and supportive. Discretion in handling confidential information. Proficiency in French is an asset. Education & Certification Practical experience in high‑level planning (corporate, trust, cross‑border). Accounting designation or relevant education is an asset. Certified Financial Planner (CFP®) designation or near completion is required. Benefits Flexible work styles. Competitive compensation and benefits package. Health benefits, RRSP matching program, employee stock purchase plan, paid time off, volunteer days. Discretionary bonuses, tuition reimbursement and many more. Internal promotion opportunities and community involvement. Location & Schedule Toronto, Ontario – Full‑time, permanent. Travel Occasional travel may be required. Contact & Accessibility To request accommodations, candidates may contact Human Resources at recruitment@raymondjames.ca. Equal Opportunity Statement Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #J-18808-Ljbffr
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