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. Strong 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
- Strong time management and presentation abilities Bring your passion for financial planning to Raymond James and make a difference in clients' financial journeys.

📌 Raymond James Senior Financial Planner Role (Kelowna)
🏢 Raymond James Financial
📍 Kelowna