Senior Financial Planner

Raymond James•Kelowna, BC

About The Position

The Senior Financial Planner is an integral member of our team that is dedicated to delivering service excellence in supporting our Raymond James advisory teams (advisors) and their clients. At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Requirements

Integrity, initiative, flexibility, and the willingness to help client families in their financial literacy and planning journey.
Investing in your professional career and maintaining up-to-date knowledge in all areas of financial planning, including education, retirement, income tax, estate and insurance and risk management.
Extensive knowledge of Canadian financial planning and its key concepts.
Extensive knowledge of all Canadian investment solution structures and accounts, and their respective income tax and succession law considerations.
Exceptional etiquette and client service skills including experience in face-to-face, videoconferencing, and telephone scenarios.
Identifying client opportunities and providing potential solutions to client challenges throughout the planning process that align with goals-based planning.
Strong, confident presentation skills.
Demonstrating sound judgement and collaboration with RJL’s Total Wealth Solutions complimentary departments (Tax Consulting, Tax Preparation, Insurance Solutions, Corporate Trustee, and Philanthropy), where appropriate.
Excellent time management, organizational, multi-tasking, and prioritizing skills, including the ability to:
Juggle multiple, competing deadlines in a high-volume and demanding environment while maintaining an attention to detail.
Work independently as well as collaboratively within a team environment.
Oversee the training and development of junior team members.
Exercise tact and the utmost discretion in the handling of client private, confidential information and collaborating with their other professional advisors (tax and legal).
College diploma or University degree with a focus on business and/or finance.
Five+ years of practical, client facing financial planning experience, including Canadian operating, professional and holding corporations, private trusts, and cross-border considerations.
Experience preparing and delivering financial plans for HNW Canadian families in the Wealth Management industry.
Worked with Conquest Planning or Naviplan software in the last two years.
Proficient in Microsoft Office with a willingness to hone existing skills and learn new applications.
Certified Financial Planner (CFP®) designation is required (Pl. Fin for Quebec applicants)

Nice To Haves

U.S. financial planning background is an asset.
Ability to communicate proficiently in French is an asset.
Life License Qualification Program (LLQP) and/or Chartered Life Underwriter (CLU®) designation is an asset.
Trust and Estate Practitioner (TEP) designation is an asset.

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, working with the client’s other professional advisors, interpreting planning information and output, and generating and delivering client planning deliverable.
Works collaboratively with all members of the Total Wealth Solutions team to deliver best in class financial planning deliverables and support to our advisors, their clients, internal partners, and stakeholders.
Builds strategic relationships with advisors with the goal of enhancing their knowledge and willingness to engage in Financial Planning activities for the benefit of their HNW clients.
Prepares and delivers presentations and webinars to enhance the knowledge and understanding of the Financial Planning offering to our advisors and their clients.
Maintains up-to-date knowledge on topics and subjects in all areas of Financial Planning.
Other duties as assigned.