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 clients
Manage all aspects of client planning engagements
Collaborate with advisors to enhance their service offerings




Conduct educational webinars and presentations
Ensure knowledge remains current in financial planning

Requirements:
Over five years of relevant financial planning experience
Deep understanding of Canadian financial structures
Proficient in key financial planning software
CFP® designation is mandatory
Excellent communication and presentation abilities

Leverage your financial planning skills to provide exceptional service and support to high-net-worth clients in a energetic, engaging team setting.

📌 Client Focused Senior Financial Planner Vancouver
🏢 Raymond James
📍 Vancouver