Senior Financial Planner

Raymond James Ltd.; Montreal; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading financial services firm in Montreal is seeking a Senior Financial Planner. The role involves preparing comprehensive financial plans for high-net-worth clients while collaborating with advisory teams. Candidates need to be bilingual in English and French and possess extensive knowledge of Canadian financial planning. This full-time position offers a competitive compensation package and opportunities for professional growth.

Benefits

Health Benefits

RRSP Matching

Employee Stock Purchase Plan

Paid Time Off

Tuition Reimbursement

Qualifications

• Must communicate effectively in both English and French.
• Extensive knowledge of Canadian financial planning concepts.
• Experience managing client financial planning engagements.

Responsibilities

• Prepare comprehensive planning deliverables for clients.
• Collaborate with advisors and stakeholders to enhance financial planning.
• Deliver presentations to educate advisors and clients.

Skills

Bilingual in English and French

Exceptional client service skills

Strong presentation skills

Time management

Organizational skills

Education

College diploma or University degree (business or finance)

Five+ years in financial planning

Tools

Conquest Planning

Naviplan software

Microsoft Office

Job description

Overview

Join to apply for the Senior Financial Planner role at Raymond James Ltd.

Raymond James Ltd. (RJL) is Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized wealth management solutions. The Senior Financial Planner is an integral member of our Total Wealth Solutions team, dedicated to delivering service excellence in supporting our Raymond James advisory teams (advisors) and their clients.

Responsibilities

• Prepares and delivers high quality modular and comprehensive planning deliverables for RJL clients.
• Manages each RJL client planning engagement from discovery through data gathering, data entry, collaborating with the client’s other professional advisors, interpreting planning information, and delivering client planning deliverables.
• Works collaboratively with all members of the Total Wealth Solutions team to deliver best-in-class financial planning and support to our advisors, clients, internal partners, and stakeholders.
• Builds strategic relationships with advisors to enhance their knowledge and engagement in Financial Planning for high-net-worth clients.
• Prepares and delivers presentations and webinars to increase knowledge of the Financial Planning offering for advisors and clients.
• Maintains up-to-date knowledge on topics across all areas of Financial Planning.
• Other duties as assigned.

What to expect from us

Our most important investment is in people. We offer flexible workstyles, a competitive compensation and benefits package including Health Benefits, RRSP Matching, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement, and more. We support internal promotion and community involvement.

What 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

• Must be able to communicate in English and French with strong writing skills in English.
• Extensive knowledge of Canadian financial planning and its key concepts. A U.S. financial planning background is an asset.
• Extensive knowledge of Canadian investment solution structures and accounts, and their income tax and succession law considerations.
• Exceptional client service skills, with experience in face-to-face, videoconferencing, and telephone scenarios, including identifying client opportunities and providing solutions aligned with goals-based planning; strong presentation skills; and collaboration with RJL’s Total Wealth Solutions departments where appropriate.
• Excellent time management, organizational, multi-tasking, and prioritizing skills, including the ability to juggle multiple deadlines in a high-volume environment; ability to work independently or collaboratively; and oversight of training and development of junior team members.
• Exercise tact and discretion in handling client confidential information and collaborating with other professional advisors (tax and legal).

Educational / Experience

• 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 high-net-worth Canadian families in the Wealth Management industry.
• Experience with Conquest Planning or Naviplan software in the last two years.
• Proficient in Microsoft Office with a willingness to learn new applications.

Licenses / Certifications

• Certified Financial Planner (CFP) designation 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.

We encourage our associates

• 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 an equal opportunity employer. Raymond James is committed to providing accommodations to candidates with disabilities. To request accommodations, candidates may contact Human Resources via [e-mail].

Job details

• Job : Financial Planning
• Primary Location : CA-QC-Montreal-Montréal
• Organization : PCG Solutions
• Schedule : Full-time
• Status : Permanent Full-Time

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

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