Financial Planner

Raymond James Ltd.; Edmonton; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading investment firm in Edmonton is seeking a Financial Planner. This role involves preparing financial plans, liaising with various departments, and providing superior client service. The ideal candidate will have a CFP designation, strong organizational skills, and a commitment to client satisfaction. Join a firm that values its people with competitive compensation and comprehensive benefits.

Benefits

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Discretionary Bonuses

Tuition Reimbursement

Qualifications

• Certified Financial Planner (CFP) designation or near completion is required.
• Experience in a client facing role is essential.
• Familiarity with estate planning and tax analysis is beneficial.

Responsibilities

• Prepare financial plans and projections.
• Liaise with other departments for integrated services.
• Update clients on financial plan progress.
• Assist with cash flow and tax analysis.
• Provide insurance and estate planning support.

Skills

Knowledge in Financial Planning

Client service skills

Time management

Organizational skills

Problem-solving skills

Decision-making skills

Communication skills

Ability to work under pressure

Flexibility in assisting others

Attention to detail

Education

Accounting designation or relevant experience/education

Practical experience in higher level planning

Tools

Naviplan

Snap

Microsoft Office

Job description

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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.

How does the role impact the organization?

The Financial Planner will be part of an integrated process that is dedicated to serving our clients with a higher level of service. This position is ideal for someone looking for a long-term career where they can utilize their planning skills for the benefit of the clients we serve on behalf of an expanding client base.

What will your role be responsible for?

• Prepare both simple projections and comprehensive financial plans;
• Liaise with our complimentary departments (tax, insurance, trust) and make note of any estate‐related recommendations / to‐do’s;
• Fulfill a client facing role in presenting and updating financial plans and progress reports;
• Assist with cash flow projection and tax analysis;
• Help with insurance, financial and estate planning if you have experience and knowledge (if not this would be an area of growth); and
• Assist with cash flow projection analysis and tax package preparation.

What can you expect from us?

Our most important investment is in people. Upon eligibility, 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?

To qualify for this opportunity you possess :

• Knowledge in Financial Planning and key concepts;
• Previous experience in Naviplan and Snap software is an asset;
• Proficient in Microsoft Office with a willingness and ability to learn new applications;
• Skill in client service, time management, and decision making;
• Excellent Organizational, multi-tasking, and prioritizing skills;
• Problem solver and exercises sound judgement;
• The ability to within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
• Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
• Work independently as well as collaboratively within a team environment;
• Assist others with flexibility and willingness as required; and
• Exercise tact and discretion in the handling of confidential information.

Educational / Previous Experience Requirements

• Practical experience in higher level planning, i.e. the integration of closely held corporations, trust, and / or cross border experience; and
• An accounting designation or relevant experience / education is an asset.

Licenses / Certifications

• Certified Financial Planner (CFP) designation or near completion of the CFP designation is required.

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

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.

Primary Location

CA-AB-Edmonton-Edmonton

Organization

Branch

Schedule

Full-time

Status

Permanent Full-Time

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

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