Raymond James Financial, Inc

Senior Financial Planner

Raymond James Financial, Inc • $110K — $130K *
Calgary, AB T1Y 7M8In-Person
Finance & Insurance
5 - 7 years of experience
2 months ago
Job Overview by Ladders

Qualifications

  • Extensive knowledge of Canadian financial planning and its key concepts; U.S. financial planning background is a plus.
  • In-depth understanding of Canadian investment structures and related tax and succession laws.
  • Exceptional client service skills across multiple communication platforms.
  • Strong presentation skills and sound judgment in collaboration with internal teams.
  • Excellent organizational and time management abilities, capable of handling multiple priorities.
  • Ability to exercise discretion with confidential client information.
  • Experience leading and training junior team members.

Responsibilities

  • Prepare and deliver comprehensive financial planning deliverables for clients.
  • Manage client planning engagements from initial meetings through to final deliverables.
  • Collaborate with Total Wealth Solutions team to create best-in-class financial products.
  • Develop strategic advisor relationships to promote engagement in financial planning.
  • Conduct presentations and webinars to improve Financial Planning knowledge.
  • Stay updated on Financial Planning topics and practices.
  • Perform other duties as needed.

Benefits

  • Competitive compensation and benefits package upon eligibility.
  • Health benefits and RRSP matching program.
  • Employee stock purchase plan and paid time off.
  • Volunteer days and discretionary bonuses.
  • Tuition reimbursement and opportunities for internal promotion.
Full Job Description
Senior Financial Planner

How does the role impact the organization?

The Senior 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.

What will your role be responsible for?

  • 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.


What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers 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?

  • Extensive knowledge of Canadian financial planning and its key concepts.
    • U.S. financial planning background is an asset.
  • 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. Potential scenarios include:
    • 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).


Educational/Previous Experience Requirements

  • 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 using RazorPlan is an asset.
  • Proficient in Microsoft Office with a willingness to hone existing skills and learn new applications.


Licenses/Certifications

  • Certified Financial Planner (CFP®) designation is required
  • Life License Qualification Program (LLQP) and/or Chartered Life Underwriter (CLU®) designation is an asset.
  • Trust and Estate Practitioner (TEP) designation is an asset.


We encourage our associates at all levels to:

  • Grow professionally and inspire fellow team members to do the same.
  • Work with and through others to deliver an exceptional client experience and planning deliverables.
  • Contribute to the continuous growth, and evolution of RJL. We are only going to get better.


Salary Range: $110,000-130,000 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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