- Prepare, understand and communicate financial plans to clients with complex financial situations, including conducting client plan presentations on a case by case basis;
- Work directly with clients and collect all relevant information, often in face-to-face meetings or calls,
- Provide ongoing, professional financial and tax planning advice on planning strategies to Financial Advisors;
- Review written pieces, blogs, newsletters and slide presentations prepared by advisory teams with a goal to assist the compliance department in evaluating the content for accuracy;
- Develop professional relationships with local external experts (i.e. professional accountants, lawyers etc.) to provide comprehensive service on complex planning matters;
- Prepare and present internal and external workshops and seminars on various current topics relating to financial planning;
- Write articles for internally and externally directed publications, related updates, and maintenance of the Advisor web resource library;
- Maintain financial planning professional practice standards including training, development and codes of conduct; and
- Update a database of clients currently going through the financial planning process and manage such process from beginning to end.
- Financial planning process including investments, asset protection, retirement, estate planning, cash management and taxation issues at technical level and the ability to execute it; and
- NaviPlan or similar planning application at an expert level.
- Microsoft Office (particularly Excel) with a willingness and ability to learn new applications;
- Customer-service and interpersonal communication; and
- Problem solving at an advanced level.
- Work within deadlines in a high-volume, pressure oriented environment;
- Analyze scenarios in detail and suggest alternate solutions,
- Prioritize and manage multiple deadlines and tasks;
- Exercise tact and discretion, as well as handle confidential information; and
- Pay attention to detail.
- An undergraduate degree in Commerce or a related field is an asset;
- Minimum of five years of experience in the Investment Brokerage or Financial Services industry;
- At least five (5) years of dedicated financial planning experience subsequent to obtaining the CFP or Financial Planner (F.Pl) designation; and
- Experience with Dataphile is an asset;
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
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Financial Planner - Vancouver, Canada - Raymond James Financial
Description
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve 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.
How does the role impact the organization?
The Financial Planner is responsible for providing financial planning services to Raymond James' wealthiest clients (over $1M in investable assets) in collaboration with their Financial Advisors. The ideal candidate is a career Financial Planner with ample experience understanding the needs of business owners and high net worth individuals and illustrating plans for these clients using NaviPlan. A great working knowledge of advanced financial and tax planning concepts is a must.
What will your role be responsible for?
What can you expect from us?
Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, 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 do we expect from you?
To qualify for this opportunity you possess:
Knowledge, Skills, and Abilities
Knowledge of
Skill in
Ability to
Educational/Previous Experience Requirements
We encourage our associates at all levels to:
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 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.
Salary Range: BC (based on Education, Work Experience, etc) $90,000-120,000 in addition to competitive performance bonuses/incentives.
Raymond James Ltd. is a member of the Investment IndustryRegulatory Organization of Canada (IIROC) and of the Canadian Investor ProtectionFund (CIPF). Customers' accounts are protected by the Canadian Investor ProtectionFund within specified limits. A brochure describing the nature and limits ofcoverage is available upon request or at . 3Macs, MacDougall,MacDougall & MacTier and Raymond James Correspondent Services are divisions ofRaymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Itssubsidiaries, Raymond James Investment Counsel Ltd., Raymond James FinancialPlanning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) not members of the IIROC or the CIPF. Please consult each subsidiary's webpagesfor applicable corporate, regulatory or membership
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