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Senior Wealth Management Specialist

1 week ago

Vancouver, British Columbia, Canada Raymond James Financial Full time

**Company Overview**

Raymond James Ltd. is Canada's leading independent investment dealer, offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Our Total Wealth Solutions team is dedicated to delivering an elevated level of service to support our advisory teams and their client families.

The AVP, Financial Planning Specialist plays a critical role in this effort, providing expert guidance and planning deliverables to HNW & UHNW clients.

**Job Description**

We are seeking a seasoned financial planner to join our team as an AVP, Financial Planning Specialist.

As a key member of our Total Wealth Solutions team, you will be responsible for:

  • Preparing comprehensive planning deliverables and technical planning communications for HNW & UHNW clients.
  • Collaborating with business units to position comprehensive planning deliverables and technical planning communications to meet client-specific needs.
  • Acting as a subject matter expert and champion for financial planning as a key deliverable for Total Wealth Solutions.

**Required Skills and Qualifications**

To be successful in this role, you will need:

  • Extensive knowledge of Canadian financial planning and its key concepts.
  • U.S. financial planning background is an asset.
  • Ability to communicate proficiently in French is an asset.
  • Exceptional etiquette and client service skills, including experience in face-to-face, videoconferencing, and telephone scenarios.

**Benefits**

We offer a competitive compensation and benefits package, including flexible workstyles, health benefits, RRSP matching program, employee stock purchase plan, paid time off, volunteer days, discretionary bonuses, tuition reimbursement, and many more.