Transform client relationships as a Senior Financial Planner with Raymond James. Your expertise will enhance our advisory teams and support high-net-worth clients with their financial planning needs.
This role requires a team-oriented approach to manage client planning engagements effectively. You will engage in comprehensive planning processes and maintain up-to-date knowledge of financial topics to deliver impactful solutions. Robust communication and organizational skills are critical to success.
Key Responsibilities:
• Craft and present comprehensive financial plans for clients
• Oversee client interactions throughout the planning journey
• Partner with Total Wealth Solutions for seamless service
• Cultivate relationships to foster financial planning engagement




• Lead informative sessions to promote financial understanding
Requirements:
• Five+ years of practical financial planning experience
• Valid Certified Financial Planner (CFP®) designation required
• In-depth knowledge of Canadian financial structures and taxation
• Experience with financial planning applications like Conquest or Naviplan
• Solid time management and presentation abilities
Bring your passion for financial planning to Raymond James and make a difference in clients' financial journeys.
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📌 Raymond James Senior Financial Planner Role Kelowna
🏢 Raymond James Financial
📍 Kelowna