AVP, Financial Planning Specialist

Raymond James Financial; Vancouver; On-site; CAD 130,000 - 145,000; Full time

Job summary

An established industry player seeks a Financial Planning Specialist to join their Total Wealth Solutions team. This senior role is perfect for someone with extensive experience working with high-net-worth Canadian families and involves delivering exceptional financial planning services. You'll collaborate across various business units, act as a subject matter expert, and promote financial planning initiatives. The company values integrity and professional growth, offering a competitive compensation package and a supportive work environment. If you're passionate about helping clients navigate their wealth planning journey, this opportunity is for you.

Benefits

Flexible workstyles

Health benefits

RRSP matching program

Employee stock purchase plan

Paid time off

Volunteer days

Discretionary bonuses

Tuition reimbursement

Qualifications

• Extensive knowledge of Canadian financial planning concepts and investment structures.
• Exceptional client service skills and professionalism in handling confidential information.

Responsibilities

• Prepare and present comprehensive planning deliverables for HNW clients.
• Collaborate with business units to meet client-specific needs.

Skills

Canadian financial planning

Client service skills

Time management

Communication skills

Collaboration

Education

Chartered Professional Accountant (CPA)

University degree in business and/or finance

Minimum 5 years of client-facing experience

Job description

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Job Description

At Raymond James,we develop,we collaborate,we decide,we deliver, andwe improve together.

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

How does the role impact the organization?

The AVP, Financial Planning Specialist is a senior member of our Total Wealth Solutions team that is dedicated to delivering an elevated level of service to supporting our advisory teams and their client families. This role is ideal for someone who has significant experience working with HNW Canadian families, families with multi-jurisdiction considerations, and clients who are experiencing a large monetization/other transfer event. As well, this role will have selected oversight responsibilities for all planning team members with respect to planning and thought leadership functions.

What will your role be responsible for?

• Prepares, analyzes and presents comprehensive planning deliverables and technical planning communications for HNW clients.
• Collaborates with Total Wealth Solutions business units (Tax Consulting, Insurance Solutions, Estate & Trust Solutions, and Charitable Giving) to position comprehensive planning deliverables and technical planning communications to meet client specific needs.
• Acts as a subject matter expert and champion for financial planning as a key deliverable for Total Wealth Solutions.
• Promotes and encourages Financial Advisors to incorporate financial planning into their practice.
• Provides ongoing professional financial planning advice on complex strategies.
• Prepares and facilitates the development of thought leadership, presentations, and seminars on various financial planning topics.
• Remains current on all Financial Planning related topics.
• Identifies opportunities to deepen relationships and drive business results.
• Cultivates and maintains relationships with internal advisory teams and Centers of Influence.
• Participates actively in team learning and development activities to meet team performance goals.

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?

Integrity, initiative, flexibility and the willingness to help our HNW client families in their wealth planning journey.

Augmenting, and being a RJL brand ambassador.

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

• 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.
• Extensive knowledge of all Canadian investment solution structures and accounts, and their respective income tax and succession law considerations.
• Exceptional etiquette and 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.
• Demonstrating sound judgement and collaboration.
• Excellent time management, organizational, multi-tasking, and prioritizing skills, including the ability to:
• Juggle competing deadlines in a high-volume and demanding environment while maintaining an attention to detail.
• Work independently as well as collaboratively within a team environment.
• Professionalism and discretion in the handling of client private, confidential information and collaborating with their other professional advisors (tax and legal).

Educational/Previous Experience Requirements

• Chartered Professional Accountant (CPA)
• University degree with a focus on business and/or finance
• Minimum of 5 years of practical, client-facing experience as a financial planner in the wealth management industry.

Additional accreditation (desired)

• Trust and Estate Practitioner (TEP)
• Life License Qualification Program (LLQP) and/or Chartered Life Underwriter (CLU)
• JD, or LL.M
• Canadian Securities Course

Travel

• Occasional travel may be required.

We encourage our associates at all levels to:

• Grow professionally and inspire fellow team members to do the same.
• Work with and through others to deliver an exceptional client experience and planning deliverables.
• Contribute to the continuous growth, and evolution of RJL. We are only going to get better.

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 [e-mail]. 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.

Salary Range: BC (based on Education, Work Experience, etc)

$130,000-145,000 in addition to competitive performance bonuses/incentives.