Drive cutting-edge wealth planning solutions at Raymond James as a Senior AVP in Wealth and Tax Consulting. Engage high-net-worth clients with tailored strategies that foster results.

As a senior member of the Wealth Solutions team, you will lead client engagement through sophisticated wealth planning support. Focus heavily on Canadian high-net-worth families and business owners while encouraging collaboration among internal teams to craft comprehensive strategies. Your role includes mentoring and providing technical guidance to the Wealth Planning team.

Key Responsibilities:
• Offer comprehensive services in financial and estate planning
• Participate in high-level strategy meetings with clients
• Develop practical, goals-based strategies for client needs




• Collaborate across teams to enhance coordinated wealth strategies
• Track client outcomes and metrics related to planning activities

Requirements:
• Over 10 years of relevant experience in wealth management
• Deep understanding of complex planning for wealthy clients
• Relevant degree in finance or business discipline
• CPA designation essential
• Completion of the CPA Canada In-Depth Tax Program is a strong asset

Utilize your expertise in wealth planning to enable client success at Raymond James.
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📌 Senior AVP in Wealth and Tax Consulting (Ontario)
🏢 Raymond James
📍 Ontario