Senior Financial Planner — Wealth Solutions Leader

Raymond James Ltd.; Edmonton; On-site; CAD 100,000 - 125,000; Full time

Benefits offered by this job

Health benefits

RRSP matching

Employee stock purchase plan

Paid time off

Volunteer days

Discretionary bonuses

Tuition reimbursement

Job summary

Raymond James Ltd. is seeking a Senior Financial Planner to join the Total Wealth Solutions team in Edmonton.

You will deliver comprehensive planning deliverables, manage client engagements from discovery through delivery, and collaborate with advisors to support high-net-worth clients. The role requires strong knowledge of Canadian financial planning, client service excellence, and experience with planning software.

Qualifications

• Five+ years of practical, client-facing financial planning experience in Canada.
• Experience delivering financial plans for high-net-worth Canadian families.
• Proficiency with Conquest Planning or Naviplan software.
• Strong knowledge of Canadian investment structures and tax considerations.
• Excellent client service and presentation skills.

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, interpreting planning information and output, and delivering client planning deliverables.
• Collaborates with all members of the Total Wealth Solutions team to deliver planning deliverables and support to our advisors and clients.
• Builds strategic relationships with advisors to enhance their engagement in Financial Planning for HNW clients.
• Prepares and delivers presentations and webinars to enhance knowledge of our Financial Planning offering.
• Maintains up-to-date knowledge on topics in Financial Planning.
• Other duties as assigned.

Skills

Canadian financial planning

HNW client service

Presentation skills

Time management

Education

College diploma or University degree in business/finance

CFP designation (Pl. Fin for Quebec)

LLQP or CLU designation

TEP designation is an asset

Tools

Conquest Planning

Naviplan

Microsoft Office

Job description

Raymond James Ltd. is seeking a Senior Financial Planner to join the Total Wealth Solutions team in Edmonton.

You will deliver comprehensive planning deliverables, manage client engagements from discovery through delivery, and collaborate with advisors to support high-net-worth clients. The role requires strong knowledge of Canadian financial planning, client service excellence, and experience with planning software.