Financial Planner
About The Position
Raymond James Ltd. is seeking a Financial Planner who excels at creating thoughtful, goals-based financial plans for an existing client base. This role involves collaborating with Financial Advisors to assist clients with retirement planning, tax optimization, and long-term decision-making, with no requirement for prospecting. The Financial Planner will be part of the wealth management team, delivering comprehensive financial planning and working alongside specialists in tax, insurance, estate, trust, and investments. The core philosophy is to provide excellent care for both clients and colleagues.
Requirements
- CFP® designation
- At least 1 year of hands-on financial planning experience
- Strong knowledge of retirement, tax, estate, and cash flow planning
- Confidence presenting and explaining complex ideas clearly
- Ability to work independently while being a great team player
- Strong organization, judgment, and time‑management skills
- A sense of humour
Nice To Haves
- Experience with financial planning software (e.g., Conquest)
- Exposure to corporate planning and trusts
- Prior experience supporting advisors with financial planning strategies
Responsibilities
- Create clear, customized financial plans tailored to each client’s goals
- Lead discovery conversations
- Build projections, cash flow analyses, retirement scenarios, and concise summaries
- Present plans in a way clients actually understand and feel confident about
- Provide ongoing updates as clients’ lives (and goals) evolve
- Bring together tax, retirement, investment, estate, cash management, and insurance planning
- Identify smart opportunities around CPP/OAS, RRIF conversions, tax efficiency, and corporate planning
- Collaborate closely with internal specialists across tax, insurance, trust, estate, and philanthropy
- Help coordinate follow‑ups so advice turns into action
- Build trusted, long‑term relationships with clients and Financial Advisors
- Champion the value of financial planning across the branch
- Spot opportunities to deepen relationships and support organic business growth
- Connect with external professionals when needed
- Maintain high ethical standards, confidentiality, and service excellence
- Stay current on planning trends, tax changes, and regulatory updates
- Be the go‑to planning resource within the branch
- Participate in client events, workshops, and education sessions (when needed)
- Contribute to a collaborative, supportive, and continuously improving team
Benefits
- Flexible workstyles
- Competitive compensation and benefits package
- Health Benefits
- RRSP Matching Program
- Employee Stock Purchase Plan
- Paid Time Off
- Volunteer Days
- Discretionary Bonuses
- Tuition Reimbursement
- Competitive salary plus performance‑based incentives
- Comprehensive health and wellness benefits
- Retirement savings programs with company contributions
- Support for ongoing professional development
- A collaborative, people‑first culture with real opportunities to grow your career
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
