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Location: | Chaldecutt |
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Company: | Raymond James |
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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.
Financial Planner
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 recruitment@raymondjames.ca. 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.
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