Job Description
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.
Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Senior Financial Planner
How does the role impact the organization?
The Senior Financial Planner is an integral member of our team that is dedicated to delivering service excellence in supporting our Raymond James advisory teams (advisors) and their clients.
What will your role be responsible for?
- Prepares and delivers high quality modular and comprehensive planning deliverables for RJL clients.
- Manages each RJL client planning engagement from the initial discovery meeting, gathering client data, entering client data, working with the client’s other professional advisors, interpreting...