Opportunity Description
Senior Financial Planner– Raymond James Ltd.Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high‑quality investment products and services to Canadian clients seeking customized solutions to their wealth‑management needs.Role Overview
The Senior Financial Planner is an integral member of our Total Wealth Solutions team, dedicated to delivering service excellence in support of Raymond James advisory teams and their clients. The role involves preparing and delivering high‑quality modular and comprehensive planning deliverables, managing client planning engagements, collaborating with internal partners, building strategic relationships with advisors, delivering presentations and webinars, and maintaining up‑to‑date knowledge across all areas of financial planning.ResponsibilitiesPrepare and deliver high‑quality modular and comprehensive planning deliverables for RJL clients.Manage each client planning engagement from initial discovery meeting, gather...
The Senior Financial Planner is an integral member of our Total Wealth Solutions team, dedicated to delivering service excellence in support of Raymond James advisory teams and their clients. The role involves preparing and delivering high‑quality modular and comprehensive planning deliverables, managing client planning engagements, collaborating with internal partners, building strategic relationships with advisors, delivering presentations and webinars, and maintaining up‑to‑date knowledge across all areas of financial planning.ResponsibilitiesPrepare and deliver high‑quality modular and comprehensive planning deliverables for RJL clients.Manage each client planning engagement from initial discovery meeting, gather...
Interested in this opportunity? Apply now through Expertini.
Apply for this Position