AVP, Wealth Planning & Tax Consulting

Raymond James Ltd.; Calgary; Hybrid; CAD 140,000 - 160,000; Full time

Benefits offered by this job

Flexible workstyles

Health benefits

RRSP matching

Employee stock purchase plan

Paid time off

Volunteer days

Discretionary bonuses

Tuition reimbursement

Job summary

Raymond James Ltd. seeks an AVP, Wealth Planning & Tax Consulting to lead advanced tax and wealth planning for high-net-worth clients in Canada. You will guide advisory teams, deliver multi-disciplinary strategies, and mentor wealth planning staff.

You will collaborate across Insurance Solutions, Estate & Trust, and Charitable Giving to craft coordinated plans, oversee quality, and advance thought leadership in tax and financial planning. Travel may be required.

Qualifications

• Extensive knowledge of Canadian financial planning principles and their practical application.
• University degree in business, finance, accounting or related discipline.
• CPA Canada In-Depth Tax Program, Levels I and II or Master of Taxation is a strong asset.
• Recognized financial planning designation such as CFP, R.F.P., F.Pl. for Quebec or equivalent.

Responsibilities

• Deliver comprehensive financial, retirement, tax, estate and succession planning services to high-net-worth clients.
• Participate in client discovery, strategy and plan-delivery meetings and educate clients when required.
• Identify planning opportunities and recommend practical, goals-based strategies that deepen relationships.
• Collaborate with Insurance Solutions, Estate & Trust Solutions and Charitable Giving to develop coordinated wealth strategies.
• Serve as a subject matter expert for tax and financial planning across Wealth Solutions.
• Provide guidance to Wealth Planning team and promote consistent planning practices.

Skills

Leadership

Client service

Communication

Time management

Team management

Education

CPA designation (CPA Canada)

Bachelor's degree in business/finance/accounting

CFP/RFP/F.Pl credential

Master of Taxation (asset)

Job description

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together

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

AVP, Wealth Planning & Tax Consulting

How does the role impact the organization?

The AVP, Wealth Planning & Tax Consulting is a senior member of the Wealth Solutions team responsible for delivering sophisticated, client-centered wealth planning support to advisory teams and their clients. The role focuses on high-net-worth and ultra-high-net-worth Canadian families, clients with multi-jurisdictional considerations, business owners, and individuals experiencing significant monetization, liquidity or wealth-transfer events. The AVP also provides selected functional oversight to members of the Wealth Planning team, including guidance on planning quality, best practices and thought leadership.

What will your role be responsible for?

• Deliver comprehensive financial, retirement, tax, estate and succession planning services to high-net-worth and ultra-high-net-worth clients of Raymond James Financial Advisors.
• Participate in client discovery, strategy and plan-delivery meetings, and facilitate client education sessions when required.
• Identify planning opportunities and recommend practical, goals-based strategies that address client needs and deepen relationships.
• Collaborate with Insurance Solutions, Estate & Trust Solutions and Charitable Giving to develop coordinated wealth strategies.
• Serve as a subject matter expert and advocate for tax and financial planning across Wealth Solutions.
• Provide technical guidance to Wealth Planning team members, promote consistent planning practices and share knowledge across the team.
• Encourage and support Financial Advisors in integrating tax and financial planning into their practices.
• Develop and deliver thought leadership, presentations, seminars and educational content on tax and financial planning topics.
• Cultivate productive relationships with advisory teams, internal partners and centres of influence.
• Track and report planning activity, client outcomes and business opportunities in a timely and accurate manner.
• Maintain current technical knowledge and participate in team learning, professional development and compliance activities.
• Contribute to team priorities, service standards and performance objectives.

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?

• More than 10 years of relevant experience in tax, financial, estate, insurance and/or succession planning, including significant client-facing experience in wealth management or tax practice.
• Demonstrated ability to design and implement complex, integrated planning strategies for high-net-worth clients.
• Extensive knowledge of Canadian financial planning principles and their practical application.
• University degree in business, finance, accounting or a related discipline.
• Chartered Professional Accountant (CPA) designation.
• Recognized financial planning designation, such as CFP, R.F.P., F.Pl. for Quebec, or an equivalent credential.
• Completion of the CPA Canada In-Depth Tax Program, Levels I and II, or a Master of Taxation is a strong asset.
• Knowledge of U.S. financial planning is an asset.
• Professional proficiency in French is an asset.

Additional Accreditations Considered As Asset

• Trust and Estate Practitioner (TEP).
• Family Enterprise Advisor (FEA).

Core Competencies

• Exceptional integrity, judgement, discretion and professionalism when handling private and confidential client information.
• Strong leadership and team-management capabilities, with the ability to guide others and manage multiple priorities.
• Excellent relationship-building and client-service skills across in-person, videoconference and telephone interactions.
• Clear, confident written and verbal communication and presentation skills.
• Ability to collaborate effectively with Financial Advisors, internal specialists and clients’ external tax and legal advisors.
• Strong organization, time management, prioritization and attention to detail in a high-volume environment.
• Ability to work independently, exercise initiative and contribute effectively within a team.
• Commitment to ongoing professional development and to representing the Raymond James brand with professionalism.

Travel

• Occasional travel may be required.

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Salary Range: $140,000 - 160,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

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.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.