Elevate wealth management as the AVP, Wealth Planning & Tax Consulting at Raymond James in Vancouver. Focus on high-net-worth clients and develop customized financial strategies. As a senior team member of Raymond James, you will deliver comprehensive planning services including tax, estate, and succession planning for high-net-worth and ultra-high-net-worth individuals.

Your role will encompass participation in client meetings and collaboration with advisory teams to optimize wealth management strategies while also advocating for best practices among team members. Key Responsibilities:

- Deliver financial, retirement, tax, estate, and succession planning
- Facilitate client education sessions and strategy meetings
- Identify and recommend practical planning opportunities




- Collaborate with internal specialists for coordinated solutions
- Track planning activity and client outcomes accurately Requirements:
- Over 10 years in wealth management or tax practice
- Expertise in integrated planning strategies
- CPA designation and recognized financial planning designation
- University degree in finance, accounting, or related field
- Proficiency in French is an asset Bring your extensive experience in wealth planning and your passion for client service to enhance the Raymond James brand.

📌 Senior Wealth Planning Consultant at Raymond James (Vancouver)
🏢 Raymond James
📍 Vancouver