Financial Planner (CFP) - Cochrane-IFS Raymond James Ltd. is one of Canada's leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized wealth management solutions. If you are passionate about helping people make informed financial decisions, this may be the role for you. We are seeking a Financial Planner who thrives on developing thoughtful, goals-based financial plans for an established client base.

Working closely with Financial Advisors, you will help clients prepare for retirement, optimize tax strategies, and make confident long-term financial decisions. As part of our wealth management team, you will provide comprehensive financial planning services and collaborate with specialists in tax, insurance, trusts, estates, and investments.

Client

Planning & Advice Develop clear, customized financial plans tailored to each client's goals and objectives. Lead discovery conversations to gain a thorough understanding of clients' financial circumstances, priorities, and long-term aspirations. Prepare projections, cash-flow analyses, retirement scenarios, and concise planning summaries.

Present financial plans in a transparent and understandable manner, helping clients make informed decisions with confidence. Participate in annual review meetings as a secondary planning resource. Respond to client inquiries related to financial planning.

Integrate tax, retirement, investment, estate, cash management, and insurance planning strategies into comprehensive client recommendations.



Identify opportunities related to CPP/OAS optimization, RRIF conversions, tax efficiency, and corporate planning. Collaborate closely with internal specialists across tax, insurance, trust, estate, and philanthropic planning.

Coordinate follow-up activities to help ensure planning recommendations are implemented effectively. Build trusted, long-term relationships with clients and Financial Advisors. Champion the value of financial planning throughout the branch.

Remain current on financial planning trends, tax legislation, and regulatory developments. Serve as a key financial planning resource within the branch. Our most important investment is in our people. Upon eligibility, Raymond James Ltd. offers flexible workstyles, a competitive compensation and benefits package, Paid Time Off, Volunteer Days, discretionary bonuses, tuition reimbursement, and much more.

We also support internal career development, professional growth, and community involvement. CFP, QAFP, RFP or Pl. Fin (in QC), (in good standing) At least 2 years of experience working in the financial industry, preferably as a financial planner but also as an associate advisor or assistant.

Strong knowledge of retirement, tax, estate, and cash-flow planning.



Confidence in presenting and explaining complex planning concepts clearly and effectively.

Experience with financial planning software such as Conquest or RazorPlan. Exposure to corporate planning and trust structures. Previous experience supporting advisors with financial planning strategies. Competitive salary plus performance-based incentives. The opportunity to join a dynamic and growing team focused on becoming a premier family office in Western Canada.

Salary Range: $75,000-90,000 annually, in addition to competitive performance-based incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job-related factors. We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check.

We are committed to providing accessibility for candidates throughout all stages of the recruitment process.

Raymond James

Ltd. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected by the Canadian Investor Protection Fund within specified limits.

Raymond James

Ltd. is an integrated financial services firm. It s subsidiaries, Raymond James Investment Counsel Ltd., Raymond James Financial Planning Ltd., Please consult each subsidiary’s webpages for applicable corporate, regulatory or membership information. #

📌 Financial Planning & Analysis Consultant (Cochrane)
🏢 Raymond James Financial
📍 Cochrane