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    Financial Planning Advisor - Vancouver, BC, Canada - Raymond James Financial

    Raymond James Financial
    Raymond James Financial Vancouver, BC, Canada

    1 week ago

    Default job background
    Description
    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.

    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.
    Prepare, understand and communicate financial plans to clients with complex financial situations, including conducting client plan presentations on a case by case basis;
    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; Update a database of clients currently going through the financial planning process and manage such process from beginning to end.

    Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. We also support internal promotion and community involvement.

    Financial planning process including investments, asset protection, retirement, estate planning, cash management and taxation issues at technical level and the ability to execute it; NaviPlan or similar planning application at an expert level.

    Microsoft Office (particularly Excel) with a willingness and ability to learn new applications;
    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; Experience with Dataphile is an asset;
    When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture


    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. Raymond James Ltd. is an integrated financial services firm. Itssubsidiaries, Raymond James Investment Counsel Ltd., Please consult each subsidiary's webpagesfor applicable corporate, regulatory or membership information.
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