Shape sophisticated wealth strategies as AVP, Wealth Planning & Tax Consulting at Raymond James in Vancouver. Engage high-net-worth clients with tailored financial solutions.

In this senior role within the Wealth Solutions team, you will provide high-quality wealth planning services focusing on clients undergoing major financial transitions. You will engage with other financial advisors and internal teams for holistic client care, promoting consistent best practices across the firm and leading educational initiatives for clients and partners alike.

Key Responsibilities:



• Provide integrated financial and succession planning services • Coach Financial Advisors on wealth planning integration • Develop thought leadership and educational content • Maintain relationships with advisory teams and partners • Ensure compliance with financial planning standards

Requirements: • Minimum 10 years in relevant financial planning experience • Significant client-facing experience in wealth management • Chartered Skilled Accountant (CPA) designation • Completion of the CPA Canada In-Depth Tax Program is a strong asset • Knowledge of U.S. financial planning is beneficial

Utilize your leadership skills and wealth management experience in an impactful role at Raymond James.

📌 AVP, Wealth Planning & Tax Consultant Role (Winnipeg)
🏢 Raymond James
📍 Winnipeg