Financial Planner (Evergreen)

Raymond James•Vancouver, BC

4d•CA$75,000 - CA$90,000•Hybrid

About The Position

The Financial Planner will be part of an integrated process that is dedicated to serving our clients with a higher level of service. This position is ideal for someone looking for a long-term career where they can utilize their planning skills for the benefit of the clients we serve on behalf of an expanding client base.

Requirements

Knowledge in Financial Planning and key concepts
Proficient in Microsoft Office with a willingness and ability to learn new applications
Skill in client service, time management, and decision making
Excellent Organizational, multi-tasking, and prioritizing skills
Problem solver and exercises sound judgement
The ability to within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail
Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills
Work independently as well as collaboratively within a team environment
Assist others with flexibility and willingness as required
Exercise tact and discretion in the handling of confidential information

Nice To Haves

Previous experience in Naviplan and Snap software is an asset
Communicate proficiently in French is an asset
Practical experience in higher level planning, i.e. the integration of closely held corporations, trust, and/or cross border experience
An accounting designation or relevant experience/education is an asset

Responsibilities

Prepare both simple projections and comprehensive financial plans
Include tax recommendations – i.e. CPP/OAS payments, advice on RIF conversions, tax rates, corporate details, etc.
Liaise with our complimentary departments (tax, insurance, trust) and make note of any estate‐related recommendations/to‐do’s
Fulfill a client facing role in presenting and updating financial plans and progress reports
Assist with cash flow projection and tax analysis
Help with insurance, financial and estate planning if you have experience and knowledge (if not this would be an area of growth)
Assist with cash flow projection analysis and tax package preparation