Drive innovative 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 robust asset Utilize your expertise in wealth planning to enable client success at Raymond James.

📌 Senior AVP in Wealth and Tax Consulting (Toronto)
🏢 Raymond James
📍 Toronto