Senior Financial Planner

Raymond James Financial; Kelowna; On-site; CAD 115,000 - 125,000; Full time

Benefits offered by this job

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Discretionary Bonuses

Tuition Reimbursement

Job summary

Raymond James Financial is looking for a Senior Financial Planner in Kelowna to join their dedicated team. The role involves preparing high-quality financial plans and managing client engagement from initial discovery to planning deliverables.

Ideal candidates will have extensive knowledge in Canadian financial planning, excellent client service skills, and a CFP® designation. This position offers a competitive salary range of $115,000 - $125,000 annually, along with performance bonuses and a supportive work environment.

Qualifications

• Extensive knowledge of Canadian financial planning and investment solutions.
• Experience in preparing financial plans for HNW Canadian families.
• Certified Financial Planner (CFP®) designation required.

Responsibilities

• Prepare and deliver high quality planning deliverables for clients.
• Manage the client planning engagement process.
• Work collaboratively with Total Wealth Solutions team.

Skills

Knowledge of Canadian financial planning

Communication in French

Client service skills

Strong presentation skills

Time management

Education

College diploma or University degree (Business/Finance)

Five+ years of financial planning experience

Tools

Conquest Planning or Naviplan software

Microsoft Office

Job description

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

Raymond James Ltd. (RJL) 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 Senior Financial Planner is an integral member of our team that is dedicated to delivering service excellence in supporting our Raymond James advisory teams (advisors) and their clients.

What will your role be responsible for?

• Prepares and delivers high quality modular and comprehensive planning deliverables for RJL clients.
• Manages each RJL client planning engagement from the initial discovery meeting, gathering client data, entering client data, working with the client’s other professional advisors, interpreting planning information and output, and generating and delivering client planning deliverable.
• Works collaboratively with all members of the Total Wealth Solutions team to deliver best in class financial planning deliverables and support to our advisors, their clients, internal partners, and stakeholders.
• Builds strategic relationships with advisors with the goal of enhancing their knowledge and willingness to engage in Financial Planning activities for the benefit of their HNW clients.
• Prepares and delivers presentations and webinars to enhance the knowledge and understanding of the Financial Planning offering to our advisors and their clients.
• Maintains up-to-date knowledge on topics and subjects in all areas of Financial Planning.
• Other duties as assigned.

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 client families in their financial literacy and planning journey.

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.
  • Strong, confident presentation skills.
  • Demonstrating sound judgement and collaboration with RJL’s Total Wealth Solutions complimentary departments (Tax Consulting, Tax Preparation, Insurance Solutions, Corporate Trustee, and Philanthropy), where appropriate.
• Excellent time management, organizational, multi-tasking, and prioritizing skills, including the ability to:
  • Juggle multiple, 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.
  • Oversee the training and development of junior team members.
• Exercise tact and the utmost discretion in the handling of client private, confidential information and collaborating with their other professional advisors (tax and legal).

Educational / Previous Experience Requirements

• College diploma or University degree with a focus on business and/or finance.
• Five+ years of practical, client facing financial planning experience, including Canadian operating, professional and holding corporations, private trusts, and cross-border considerations.
• Experience preparing and delivering financial plans for HNW Canadian families in the Wealth Management industry.
• Worked with Conquest Planning or Naviplan software in the last two years.
• Proficient in Microsoft Office with a willingness to hone existing skills and learn new applications.

Licenses / Certifications

• Certified Financial Planner (CFP®) designation is required (Pl. Fin for Quebec applicants)
• Life License Qualification Program (LLQP) and/or Chartered Life Underwriter (CLU®) designation is an asset.
• Trust and Estate Practitioner (TEP) designation is an asset.

Travel

• Occasional travel may be required.

Salary Range

$115,000 - 125,000 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.

Equal Opportunity Statement

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.

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.