Financial PlannerHow does the role impact the organization? If you love helping people make sense of their money (without selling them stuff they don't need), this might be your role.
We're looking for a
Financial Planner who thrives on building thoughtful, goals-based financial plans for an
existing client base. You'll work closely with our Financial Advisors to help clients plan for retirement, optimize taxes, and make confident long-term decisions -
no prospecting required.
As part of our wealth management team, you'll deliver end-to-end financial planning and collaborate with specialists in tax, insurance, estate, trust, and investments. At the end of the day, it's simple:
we take great care of our clients - and each other. What You'll Do Client Planning & Advice - Create clear, customized financial plans tailored to each client's goals
- Lead discovery conversations (you're naturally curious and a great listener)
- 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
Integrated Wealth Management - 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
Relationships & Business Growth - 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
Professional Practice & Leadership - 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
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 You Bring Required - 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 (important - seriously)
Nice to Have - Experience with financial planning software (e.g., Conquest)
- Exposure to corporate planning and trusts
- Prior experience supporting advisors with financial planning strategies
What We Offer - Competitive salary plus performance-based incentives
- Comprehensive health and wellness benefits
- Retirement savings programs with company contributions
- Tuition reimbursement and support for ongoing professional development
- A collaborative, people-first culture with real opportunities to grow your career
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: $75,000-90,000 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.
