Job Description
Raymond James Ltd. is Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
How 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 .
What You’ll Do
Client Planning & Advice
- Create clear, customized financial plans tailored to each client’s goals
- Lead discovery conversations (naturally curious and a great listener)
- Build projections, cash flow analyses, ret...