Shape clients' financial journeys as a Financial Planner at Raymond James in Cochrane, Alberta. Specializing in customized financial plans, you'll empower clients in their investment decisions. This role requires a Financial Planner adept in creating comprehensive financial strategies and guiding clients through potential avenues for their financial futures.

You'll partner with Financial Advisors while ensuring regulatory compliance and delivering exceptional service. Your passion for helping others will shine as you bring clarity to financial planning. Key Responsibilities:

- Design financial plans aligned with client strategies
- Conduct detailed evaluations of client financial status
- Prepare concise financial summaries and scenarios




- Collaborate on tax and wealth management strategies
- Enhance trust with clients through meaningful relationships Requirements:
- Valid CFP, QAFP, RFP, or Pl. Fin certification
- At least 2 years of experience in financial fields
- Clear communication skills for complex topics
- Knowledge of financial planning software preferred
- Cooperative and self-directed approach to work Bring your financial planning acumen to Raymond James and support clients in achieving their financial goals in Cochrane.

📌 Wealth Advisor - Financial Planner Role (Calgary)
🏢 Raymond James Financial
📍 Calgary