Drive creative 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 Edmonton (Canada)
🏢 Raymond James
📍 Canada