Financial Planner

Raymond James Financial; Edmonton; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking a Financial Planner to prepare financial plans and assist clients effectively. The role involves creating projections, liaising with different departments, and requires a Certified Financial Planner (CFP) designation. Strong client service and organizational skills are essential for success in this role, which offers a competitive compensation package.

Benefits

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Tuition Reimbursement

Qualifications

• Practical experience in higher level planning.
• Experience with integration of closely held corporations.
• Ability to work in a high-volume and demanding environment.

Responsibilities

• Prepare both simple projections and comprehensive financial plans.
• Liaise with complimentary departments and make note of estate-related recommendations.
• Assist with cash flow projection and tax analysis.

Skills

Knowledge in Financial Planning and key concepts

Client service skills

Time management

Problem-solving

Excellent organizational skills

Education

Certified Financial Planner (CFP) designation

An accounting designation or relevant experience

Tools

Naviplan

Snap software

Microsoft Office

Job description

Overview

Job Description

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.

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.

Qualifications

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.

Raymond James Ltd. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request or at www.cipf.ca. 3Macs, MacDougall,MacDougall & MacTier and Raymond James Correspondent Services are divisions of Raymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Its subsidiaries, Raymond James Investment Counsel Ltd., Raymond James Financial Planning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd. are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpages for applicable corporate, regulatory or membership information.www.cipf.ca