Senior Financial Planner - HNW Wealth & Advisory Lead

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

Benefits offered by this job

Health Benefits

RRSP Matching Program

Paid Time Off

Tuition Reimbursement

Job summary

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.

Qualifications

• 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.

Responsibilities

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

Skills

Extensive knowledge of Canadian financial planning

Exceptional etiquette and client-service skills

Strong presentation skills

Excellent time-management skills

Education

College diploma or university degree in business and/or finance

Tools

Conquest Planning

Naviplan

Microsoft Office

Job description

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.