Financial Planner

4 weeks ago

Edmonton, Canada Disability Solutions Full time
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

How does the role impact the organization?

The Financial Planner is a member of our Total Wealth Solutions team that is dedicated to supporting our advisory teams and their clients. This entry level role is ideal for someone looking to develop and expand their financial planning skills while working with and supporting senior team members.

What will your role be responsible for?

  • Prepare financial projections for Raymond James clients.
  • Collaborate with Raymond James's Total Wealth Solutions complimentary departments (Tax Consulting, Tax Preparation, Insurance Solutions, Corporate Trustee, and Philanthropy), where appropriate.
  • Presenting and updating client projections, and supporting team members in the discovery, preparation and delivery of projections and plans to clients.
  • Supporting team members on a variety of client deliverables.


What can you expect from us?

Raymond James Ltd offers 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 clients with their financial projections and plans.

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:

  • Working knowledge of Canadian financial planning and its key concepts.
  • Working knowledge of Canadian investment solution structures and accounts.
  • Client service skills including experience in face-to-face, videoconferencing, and telephone scenarios. Potential scenarios include:
    • Identifying client opportunities and providing potential solutions to client challenges throughout the planning process that align with goals-based planning.
    • Strong presentation skills.
    • Demonstrating sound judgement and self-awareness as to when to reach out to more senior team members for support.
  • Time management, organizational, multi-tasking, and prioritizing skills, including the ability to:
    • Juggle multiple, competing deadlines while maintaining an attention to detail.
    • Work independently as well as collaboratively within a team environment.
  • Exercise tact and discretion in the handling of client private, confidential information and collaborating with their other professional advisors (tax and legal).


Educational/Previous Experience Requirements

  • College diploma or University degree with a focus on business and/or finance.
  • Two years of practical, client facing financial planning experience. Planning involving Canadian corporations or trusts, and/or cross-border planning is an asset.
  • Worked with Conquest Planning or Naviplan software.
  • Proficient in Microsoft Office with a willingness to learn new applications.
  • Exposure to planning for Canadian operating, professional and holding corporations, and private trusts, is an asset.


Licenses/Certifications

  • Certified Financial Planner (CFP®) designation or near completion.


Travel

  • Occasional travel may be required.


We encourage our associates at all levels to:

  • Grow professionally.
  • Deliver a great client experience.
  • Contribute to the growth of the branch, the Advisors and our clients.


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.

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