Raymond James is looking for a Financial Planner focused on serving current clients effectively. Build relevant financial strategies and guide clients with confidence as part of a supportive team.This role emphasizes creating bespoke financial plans that encompass retirement, tax efficiency, and other critical elements. You will collaborate with experienced Financial Advisors while maintaining high ethical standards and confidentiality. Shape client relationships that foster trust and long-term engagement.Key Responsibilities:Craft customized financial plans tailored to client objectivesLead significant discovery dialogues with clientsGenerate retirement scenarios and cash flow analysesPresent financial solutions in accessible formatsAdapt and update plans in response to client changesRequirements:CFP® designation neededOne year of hands-on financial planning experienceIn-depth understanding of tax, retirement, and estate planningStrong judgment and organizational skillsAbility to collaborate effectively within a teamUtilize your financial planning skills to enhance client journeys at Raymond James.

📌 Financial Planner Role With Client Focus (Edmonton)
🏢 Raymond James
📍 Edmonton