Tax Advisor

Raymond James Ltd.; Toronto; On-site; CAD 60,000 - 90,000; Full time

Job summary

Join a leading investment firm as a Tax Advisor in downtown Toronto. In this full-time role, you will help clients with financial planning and tax strategies, collaborating directly with lead advisors. The position offers competitive compensation and opportunities for professional growth, emphasizing strong client relationships and holistic advice.

Benefits

Competitive compensation

Benefits including RRSP matching

Employee stock purchase plan

Paid time off and volunteer days

Tuition reimbursement

Qualifications

• University degree in Commerce or Accounting is essential.
• CPA designation with experience in T1 tax returns is required.
• CFP certification is required within a year if not already held.

Responsibilities

• Collaborate with lead advisors in financial planning tasks.
• Prepare financial plans and review tax returns for clients.
• Provide high-quality client service through various communication channels.

Skills

Analytical skills

Problem-solving abilities

Interpersonal skills

Time management

Client-focused

Education

University degree in Commerce or Accounting

CPA designation

CFP and/or TEP designations

Job description

Join to apply for the Tax Advisor role at Raymond James Ltd.

Raymond James Ltd. is Canada’s leading independent investment dealer, offering high-quality investment products and services to Canadians seeking customized wealth management solutions.

About the Role

The Wyndham Group at Raymond James Ltd. is seeking a full-time Tax Advisor for our downtown Toronto office. The Tax & Planning Specialist will work with the team to create financial plans for clients and assist with personal and corporate tax strategies.

Responsibilities

• Collaborate with lead advisors in financial planning;
• Interact directly with clients to gather information, present plans, and provide advice;
• Prepare financial plans and identify tax strategies;
• Monitor and update existing financial plans;
• Prepare and review tax returns and provide tax advice;
• Organize the financial planning team and processes;
• Coordinate with the investment strategy to reflect financial plans;
• Provide high-quality client service via various communication channels;
• Collaborate with other professionals and specialists;
• Deliver client presentations and write commentary on tax and financial topics;
• Maintain high standards of integrity and professionalism;
• Build and attract new clients in partnership with lead advisors.

Qualifications

• University degree in Commerce or Accounting;
• CPA designation with experience in preparing and reviewing T1 personal tax returns;
• CFP and / or TEP designations are assets; CFP required within the year if not already held.

Additional Skills

• Client-focused with the ability to build strong relationships;
• Objective, holistic advice provider;
• Patient, approachable, and positive attitude;
• Critical thinking, analytical skills, and problem-solving abilities;
• Good interpersonal and teamwork skills;
• Self-motivated with excellent time management;
• Willingness to work some evenings.

What We Offer

Competitive compensation, benefits, RRSP matching, employee stock purchase plan, paid time off, volunteer days, bonuses, tuition reimbursement, and more. We support internal growth and community involvement.

• Grow professionally and inspire others;
• Collaborate to achieve results;
• Make pragmatic decisions with clients in mind;
• Own responsibilities and ensure accountability;
• Contribute to the evolution of the firm.

Inclusion & Accessibility

We value diversity and are committed to providing equal opportunities. Candidates needing accommodations should contact Human Resources at [emailprotected] .