Raymond James Financial, Inc

AVP, Wealth Planning & Tax Consulting

Raymond James Financial, Inc • $140K — $160K *
Vancouver, BC V5K 5J9In-Person
Finance & Insurance
8 - 10 years of experience
Yesterday
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Job Overview by Ladders

Qualifications

  • 10+ years of experience in tax, financial, estate, insurance and succession planning with client-facing roles.
  • Proven ability to design and implement complex wealth strategies for high-net-worth clients.
  • Deep knowledge of Canadian financial planning principles and their applications.
  • Bachelor's degree in business, finance, accounting or related field.
  • CPA designation is essential.
  • Relevant financial planning certification (e.g., CFP, R.F.P.) is required.
  • Completion of CPA Canada In-Depth Tax Program or Master's degree in Taxation is advantageous.

Responsibilities

  • Deliver customized financial, retirement, tax, estate, and succession planning services to high-net-worth clients.
  • Engage in client discovery and strategy meetings, facilitating educational sessions as needed.
  • Identify planning opportunities and recommend strategies that enhance client relationships.
  • Collaborate with various internal specialists to develop cohesive wealth strategies.
  • Serve as a subject matter expert on tax and financial planning within the team.
  • Provide guidance and technical support to Wealth Planning team members.
  • Encourage Financial Advisors to incorporate integrated planning into their practices.

Benefits

  • Flexible work styles for eligible employees.
  • Comprehensive health benefits package.
  • RRSP matching program to support retirement savings.
  • Employee Stock Purchase Plan for investment opportunities.
  • Paid Time Off and Volunteer Days for work-life balance.
  • Discretionary bonuses based on performance.
  • Tuition reimbursement for continued education and professional development.
  • Support for internal promotions and community involvement.
Full Job Description
AVP, Wealth Planning & Tax Consulting

How does the role impact the organization?

The AVP, Wealth Planning & Tax Consulting is a senior member of the Wealth Solutions team responsible for delivering sophisticated, client-centered wealth planning support to advisory teams and their clients. The role focuses on high-net-worth and ultra-high-net-worth Canadian families, clients with multi-jurisdictional considerations, business owners, and individuals experiencing significant monetization, liquidity or wealth-transfer events. The AVP also provides selected functional oversight to members of the Wealth Planning team, including guidance on planning quality, best practices and thought leadership.

What will your role be responsible for?

  • Deliver comprehensive financial, retirement, tax, estate and succession planning services to high-net-worth and ultra-high-net-worth clients of Raymond James Financial Advisors.
  • Participate in client discovery, strategy and plan-delivery meetings, and facilitate client education sessions when required.
  • Identify planning opportunities and recommend practical, goals-based strategies that address client needs and deepen relationships.
  • Collaborate with Insurance Solutions, Estate & Trust Solutions and Charitable Giving to develop coordinated wealth strategies.
  • Serve as a subject matter expert and advocate for tax and financial planning across Wealth Solutions.
  • Provide technical guidance to Wealth Planning team members, promote consistent planning practices and share knowledge across the team.
  • Encourage and support Financial Advisors in integrating tax and financial planning into their practices.
  • Develop and deliver thought leadership, presentations, seminars and educational content on tax and financial planning topics.
  • Cultivate productive relationships with advisory teams, internal partners and centres of influence.
  • Track and report planning activity, client outcomes and business opportunities in a timely and accurate manner.
  • Maintain current technical knowledge and participate in team learning, professional development and compliance activities.
  • Contribute to team priorities, service standards and performance objectives.


What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

Qualifications:

What do we expect from you?

  • More than 10 years of relevant experience in tax, financial, estate, insurance and/or succession planning, including significant client-facing experience in wealth management or tax practice.
  • Demonstrated ability to design and implement complex, integrated planning strategies for high-net-worth clients.
  • Extensive knowledge of Canadian financial planning principles and their practical application.
  • University degree in business, finance, accounting or a related discipline.
  • Chartered Professional Accountant (CPA) designation.
  • Recognized financial planning designation, such as CFP, R.F.P., F.Pl. for Quebec, or an equivalent credential.
  • Completion of the CPA Canada In-Depth Tax Program, Levels I and II, or a Master of Taxation is a strong asset.
  • Knowledge of U.S. financial planning is an asset.
  • Professional proficiency in French is an asset.


Additional Accreditations Considered as Asset

  • Trust and Estate Practitioner (TEP).
  • Family Enterprise Advisor (FEA).


Core Competencies

  • Exceptional integrity, judgement, discretion and professionalism when handling private and confidential client information.
  • Strong leadership and team-management capabilities, with the ability to guide others and manage multiple priorities.
  • Excellent relationship-building and client-service skills across in-person, videoconference and telephone interactions.
  • Clear, confident written and verbal communication and presentation skills.
  • Ability to collaborate effectively with Financial Advisors, internal specialists and clients' external tax and legal advisors.
  • Strong organization, time management, prioritization and attention to detail in a high-volume environment.
  • Ability to work independently, exercise initiative and contribute effectively within a team.
  • Commitment to ongoing professional development and to representing the Raymond James brand with professionalism.


Travel

  • Occasional travel may be required.


We encourage our associates at all levels to:

  • Grow professionally and inspire others to do the same
  • Work with and through others to achieve desired outcomes
  • Make prompt, pragmatic choices and act with the client in mind
  • Take ownership and hold themselves and others accountable for delivering results that matter
  • Contribute to the continuous evolution of the firm


Salary Range: $140,000 - 160,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Finance & Insurance
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ
RJF
* Ladders Estimates

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