Senior Wealth Planner for High‑Net‑Worth Clients

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

Benefits offered by this job

Flexible workstyles

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Discretionary Bonuses

Tuition Reimbursement

Job summary

Raymond James Financial in Canada is seeking a Senior Financial Planner to support advisory teams and clients within the Total Wealth Solutions group. You will manage planning engagements from discovery through delivery, build relationships with advisors, and deliver education to enhance understanding of our financial planning offerings.

The role emphasizes collaboration, up-to-date knowledge across financial planning topics, and a commitment to exceptional client service.

Qualifications

• Extensive knowledge of Canadian financial planning.
• Experience with cross-border planning is a plus.
• Ability to communicate effectively with clients and advisors.

Responsibilities

• Prepare and deliver modular, comprehensive planning deliverables for RJL clients.
• Manage each client planning engagement from discovery to final deliverables.
• Collaborate with Total Wealth Solutions team to support advisors and clients.

Skills

Canadian planning

Client facing

Presentation skills

Time management

Cross-border planning

Education

Business/Finance degree

CFP designation

LLQP/CLU asset

TEP asset

Tools

Conquest Planning

Naviplan

Job description

Raymond James Financial in Canada is seeking a Senior Financial Planner to support advisory teams and clients within the Total Wealth Solutions group. You will manage planning engagements from discovery through delivery, build relationships with advisors, and deliver education to enhance understanding of our financial planning offerings.

The role emphasizes collaboration, up-to-date knowledge across financial planning topics, and a commitment to exceptional client service.