Raymond James is looking for a Financial Planner focused on serving current clients effectively. Build relevant financial strategies and guide clients with confidence as part of a supportive team.
This role emphasizes creating bespoke financial plans that encompass retirement, tax efficiency, and other critical elements. You will collaborate with experienced Financial Advisors while maintaining high ethical standards and confidentiality. Shape client relationships that foster trust and long-term engagement.
Key Responsibilities:
• Craft customized financial plans tailored to client objectives
• Lead significant discovery dialogues with clients
• Generate retirement scenarios and cash flow analyses
• Present financial solutions in accessible formats
• Adapt and update plans in response to client changes
Requirements:
• CFP® designation needed
• One year of hands-on financial planning experience
• In-depth understanding of tax, retirement, and estate planning
• Robust judgment and organizational skills
• Ability to collaborate effectively within a team
Utilize your financial planning skills to enhance client journeys at Raymond James.
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📌 Financial Planner Role with Client Focus (Edmonton)
🏢 Raymond James
📍 Edmonton