At Raymond James, wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together.Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Financial PlannerHow does the role impact the organization?If you love helping people make sense of their money (without selling them stuff they don't need), this might be your role.We're looking for a Financial Planner who thrives on building thoughtful, goals‐based financial plans for an existing client base. You'll work closely with our Financial Advisors to help clients plan for retirement, optimize taxes, and make confident long‐term decisions — no prospecting required.As part of our wealth management team, you'll deliver end‐to‐end financial planning and collaborate with specialists in tax, insurance, estate, trust, and investments. At the end of the day, it's simple: we take great care of our clients — and each other.Client Planning & AdviceCreate clear, customized financial plans tailored to each client's goalsLead discovery conversations (you're naturally curious and a great listener)Build projections, cash flow analyses, retirement scenarios, and concise summariesPresent plans in a way clients actually understand and feel confident aboutProvide ongoing updates as clients' lives (and goals) evolveIntegrated Wealth ManagementBring together tax, retirement, investment, estate, cash management, and insurance planningIdentify smart opportunities around CPP/OAS, RRIF conversions, tax efficiency, and corporate planningCollaborate closely with internal specialists across tax, insurance, trust, estate, and philanthropyHelp coordinate follow‐ups so advice turns into actionRelationships & Business GrowthBuild trusted,



long‐term relationships with clients and Financial AdvisorsChampion the value of financial planning across the branchSpot opportunities to deepen relationships and support organic business growthConnect with external professionals when neededProfessional Practice & LeadershipMaintain high ethical standards, confidentiality, and service excellenceStay current on planning trends, tax changes, and regulatory updatesBe the go‐to planning resource within the branchParticipate in client events, workshops, and education sessions (when needed)Contribute to a collaborative, supportive, and continuously improving teamWhat can you expect from us?Our most important investment is in people. Upon eligibility, Raymond James Ltd offers versatile workstyles, a competitive compensation and benefits package. Our benefits range from Health Perks, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.What You BringCFP® designationAt least 1 year of hands‐on financial planning experienceStrong knowledge of retirement, tax, estate, and cash flow planningConfidence presenting and explaining complex ideas clearlyAbility to work independently while being a great team playerStrong organization, judgment, and time‐management skillsA sense of humour (important — seriously)Nice to HaveExperience with financial planning software (e.G.,



Conquest)Exposure to corporate planning and trustsPrior experience supporting advisors with financial planning strategiesWhat We OfferCompetitive salary plus performance‐based incentivesComprehensive health and wellness benefitsRetirement savings programs with company contributionsTuition reimbursement and support for ongoing professional developmentA collaborative, people‐first culture with real opportunities to grow your careerWe encourage our associates at all levels to:Grow professionally and inspire others to do the sameWork with and through others to achieve desired outcomesMake prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matterContribute to the continuous evolution of the firmSalary Range:$75,000-90,000 annually, in addition to competitive performance bonuses/incentives.Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.This posting is for an existing vacancy.At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people‐first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.We may use automated or AI‐enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

📌 Senior Financial Planner (Edmonton)
🏢 Raymond James
📍 Edmonton