Help clients navigate their financial journeys as a Senior Financial Planner. Engage in comprehensive planning for high-net-worth individuals while collaborating with advisors and enhancing service delivery.Integrate into the Total Wealth Solutions team, where you will focus on delivering high-quality financial planning outputs and managing client engagements. Your role is critical in building relationships with advisors and educating them on effective financial solutions.



Stay abreast of trends while presenting tailored strategies to support clients' needs.Key Responsibilities:Deliver high-quality financial plans for clientsManage all aspects of client planning engagementsCollaborate with advisors to enhance their service offeringsConduct educational webinars and presentationsEnsure knowledge remains current in financial planningRequirements:Over five years of relevant financial planning experienceDeep understanding of Canadian financial structuresProficient in key financial planning softwareCFP designation is mandatoryExcellent communication and presentation abilitiesLeverage your financial planning skills to provide exceptional service and support to high-net-worth clients in a energetic, engaging team environment.#J-18808-Ljbffr

📌 Client-Focused Senior Financial Planner (Vancouver)
🏢 Raymond James
📍 Vancouver