Transform client financial futures as a Financial Planner with Raymond James in Cochrane, Alberta. Use your expertise to craft personalized, goals-based financial plans and foster client relationships. In this role, you will focus on delivering comprehensive financial planning services, closely collaborating with Financial Advisors.

With at least two years in the financial sector, your robust knowledge of retirement, tax, and estate planning will be key. You will present complex financial concepts clearly, helping clients build confidence in their long-term decisions. Key Responsibilities:
Develop customized financial plans tailored to client goals
Facilitate detailed client discovery conversations
Present financial projections and planning summaries




Integrate various financial strategies into client recommendations
Maintain ongoing client relationships for support and growth Requirements:
CFP, QAFP, RFP, or Pl. Fin in good standing
2+ years of relevant financial planning experience
Robust analytical and time-management skills
Experience with financial planning software is a plus
Ability to work independently in a team-oriented setting Leverage your financial planning skills to support clients' financial success at Raymond James in Cochrane.

📌 Financial Planner At Raymond James Calgary
🏢 Raymond James Financial
📍 Calgary