Senior Financial Planner

Raymond James Ltd.; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading investment dealer in Canada seeks a Senior Financial Planner in Toronto. The ideal candidate will manage client engagements, deliver comprehensive plans, and support advisory teams, requiring a CFP designation and experience with high-net-worth families. Flexible workstyles and competitive benefits offered.

Benefits

Health Benefits

RRSP Matching Program

Paid Time Off

Tuition Reimbursement

Qualifications

• Must have Certified Financial Planner (CFP) designation.
• Experience with high-net-worth Canadian families is essential.
• Ability to communicate proficiently in French is an asset.

Responsibilities

• Prepare and deliver comprehensive planning for clients.
• Manage client engagement from data gathering to deliverables.
• Build relationships with advisors for enhanced client services.

Skills

Extensive knowledge of Canadian financial planning

Client service skills

Exceptional presentation skills

Time management

Education

College diploma or university degree in business/finance

Five+ years of practical, client-facing financial planning experience

Tools

Conquest Planning software

Naviplan software

Microsoft Office

Job description

Overview

Senior Financial Planner – Toronto, ON

At Raymond James, we develop, collaborate, decide, deliver, and improve together. Raymond James Ltd. (RJL) is Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

The Senior Financial Planner is an integral member of our Total Wealth Solutions team that delivers 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 the initial discovery meeting, gathering client data, entering client data, coordinating with the client’s other professional advisors, interpreting planning information and output, and generating and delivering client planning deliverables.
• Works collaboratively with all members of the Total Wealth Solutions team to deliver best-in-class financial planning deliverables and support to advisors, their clients, internal partners, and stakeholders.
• Builds strategic relationships with advisors to enhance their knowledge and willingness to engage in Financial Planning activities for the benefit of their high-net-worth clients.
• Prepares and delivers presentations and webinars to enhance knowledge and understanding of the Financial Planning offering to advisors and their clients.
• Maintains up-to-date knowledge on topics 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 include Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and 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 that align with goals-based planning; strong, confident 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; work independently and in a team; and oversee the training of junior team members.
• Exercise tact and discretion in handling client private information and collaborating with 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 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 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.

We encourage our associates to

• 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 and make all employment decisions on the basis of merit and business needs. To request accommodations, candidates may contact Human Resources via email at [e-mail] to discuss required accommodations during the recruitment process.

Job details

• Job : Financial Planning
• Primary Location : CA-ON-Toronto-Toronto
• Organization : Branch
• 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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