Senior Financial Planner - HNW Wealth & Advisory Lead

Raymond James Ltd.; Toronto; Vor Ort; CAD 80.000 - 100.000; Vollzeit

Benefits dieser Stelle

Health Benefits

RRSP Matching Program

Paid Time Off

Tuition Reimbursement

Zusammenfassung

A leading investment firm in Toronto seeks a Senior Financial Planner dedicated to delivering outstanding financial planning services. You will manage client engagements, prepare comprehensive deliverables, collaborate with advisors, and maintain up-to-date financial knowledge. Candidates should have extensive knowledge of Canadian financial planning and a minimum of five years of experience in the Wealth Management industry, along with a required CFP® designation.

Qualifikationen

• Five or more years of practical client-facing financial planning experience.
• Experience with HNW Canadian families in Wealth Management.
• Proficiency in French is an asset.

Aufgaben

• Prepare and deliver high-quality planning deliverables.
• Manage client planning engagements effectively.
• Collaborate with Total Wealth Solutions team.

Kenntnisse

Extensive knowledge of Canadian financial planning

Exceptional etiquette and client-service skills

Strong presentation skills

Excellent time-management skills

Ausbildung

College diploma or university degree in business and/or finance

Tools

Conquest Planning

Naviplan

Microsoft Office

Jobbeschreibung

A leading investment firm in Toronto seeks a Senior Financial Planner dedicated to delivering outstanding financial planning services. You will manage client engagements, prepare comprehensive deliverables, collaborate with advisors, and maintain up-to-date financial knowledge. Candidates should have extensive knowledge of Canadian financial planning and a minimum of five years of experience in the Wealth Management industry, along with a required CFP® designation.