Investment Planning Specialist

5 days ago


Kelowna, British Columbia, Canada Disability Solutions Full time
About the Role

This exciting opportunity is perfect for a motivated and results-driven individual who is passionate about helping clients achieve their financial goals. As a Financial Planner at Raymond James Ltd., you will have the chance to develop and implement customized financial plans, collaborate with cross-functional teams, and build strong relationships with clients.

Key Responsibilities
  • Financial Planning Expertise: Develop and implement comprehensive financial plans, incorporating tax strategies, investment management, and risk assessment.
  • Client Communication: Effectively communicate complex financial information to clients, ensuring they understand their options and are empowered to make informed decisions.
  • Team Collaboration: Work collaboratively with colleagues from various departments to deliver exceptional client service and drive business growth.
Requirements and Qualifications
  • Education and Certifications: A Certified Financial Planner (CFP) designation or near completion of the CFP program is required.
  • Experience and Skills: A minimum of 2 years of experience in financial planning, with a strong background in retirement planning, tax strategies, and investment management.


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