Financial Planner (Evergreen)

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

(Future Opportunities)

How does the role impact the organization?

The Financial Planner will be part of an integrated process that is dedicated to serving our clients with a higher level of service. This position is ideal for someone looking for a long-term career where they can utilize their planning skills for the benefit of the clients we serve on behalf of an expanding client base.

What will your role be responsible for?

• Prepare both simple projections and comprehensive financial plans;
• Include tax recommendations – i.e. CPP/OAS payments, advice on RIF conversions, tax rates, corporate details, etc.;
• Liaise with our complimentary departments (tax, insurance, trust) and make note of any estate‐related recommendations/to‐do’s;
• Fulfill a client facing role in presenting and updating financial plans and progress reports;
• Assist with cash flow projection and tax analysis;
• Help with insurance, financial and estate planning if you have experience and knowledge (if not this would be an area of growth); and
• Assist with cash flow projection analysis and tax package preparation.

  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.